China can’t prop up economy with one-off helicopter money: Strategist

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jason Helfstein, Oppenheimer head of internet research, joins ‘Power Lunch’ to discuss positive expectations for Netflix’s earnings results, the cancelation reduction force of Netflix’s new ad tier, and Amazon’s adoption of live sports programming. 05:29 Tue, Oct 18 20222:56 PM EDT Source…

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Peter Boockvar of Bleakley Financial Group says that tariffs are “mud in the gears of business” and discusses some unintended consequences potential tariffs under Trump’s second term might have. Source link

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…

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Siemens Energy CEO Christian Bruch weighs in on whether the energy transition is losing steam, and what the renewable energy sector would look like with another Donald Trump administration. Source link

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Mike Wilson of Morgan Stanley discusses the 3 main risks to the markets he is watching out for and says that while they are less optimistic about the market impact of Trump’s potential tariffs in the near-term, things could get better by…

CNBC’s Eamon Javers reports on the latest news regarding President-electTrump’s new administration. Source link