Deficit ahead of Trump’s second term poses challenges, says MS CIO

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jim Caron, CIO of Morgan Stanley Investment Management, explains some of the economic issues on his radar ahead of a second Trump term, including the Fed’s policy path, possible jumps in bond yields and a high deficit. Source link

Indonesia’s ‘main issue’ will be trade, analyst says

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Rahman Yaacob, research fellow at the Southeast Asia Program at the Lowy Institute says, however, that U.S. President-elect Donald Trump and Indonesian President Prabowo Subianto have quite a bit in common and are “comfortable with each other.” Source link

Trump cabinet playing into investment strategy: Portfolio manager

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Marc Franklin of Manulife Investment Management discusses investment opportunities in Asia as Donald Trump’s election as U.S. president presents potential upside to inflation and a deregulatory environment. Source link

Not much hawkish shift in Trump cabinet from previous Republicans: BMI

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Cedric Chehab of BMI says that while there is a clear hawkish shift in President-elect Trump’s potential cabinet as compared to President Biden’s, this is more of a return to “traditional Republican types of administrations” and that trade policies are going to…

Affirming guidance, data center EBITDA contribution to double

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Yuen Kuan Moon of Singtel says the group has been able to execute according to its strategy laid out in May 2024, and that the companies new data center will act as a growth engine for the company when it is online….

JPMorgan AM strategist discusses long-term market expectations

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sylvia Sheng of J.P. Morgan Asset Management says under its Long-Term Capital Market Assumptions report, risk assets could have a “relatively robust” return environment for the next 10-15 years and to expect a return a pre-GFC environment of positive real yields. Source…

Google Wallet and Apple Pay race for second place

While Apple has ventured into mobile payments with Apple Pay, Google’s latest deal with wireless carriers could give Google Wallet more of an edge. Google and mobile payments company Softcard announced a deal Monday that would mean Google Wallet would be preinstalled in Verizon Wireless, AT&T and T-Mobile USA, making it easier for users to…

Who wins—and who loses—on net neutrality rules

The Federal Communications Commission passed new rules Thursday that reclassified the Internet as a public utility, and there’s a clear list of winners and losers. The new rules allow the FCC to regulate Internet service providers the same way they regulate telecom companies and prevent them from creating “slow and fast lanes” for web traffic….

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