John Micklethwait News Today : Breaking News, Live Updates & Top Stories | Vimarsana

We will talk the markets, fx, and the dollar, but overwhelming all today is the news on the virus. Our team in brazil out with a terrific article on the pandemic in brazil. Jon, i know it is not equivalent , but it is the same energy about the sunbelt in america. At a pandemic, but it is worsening condition of the virus in the sunbelt. Jonathan youre right to say it is not equivalent because it is not, but it certainly is concerning regardless. For many Market Participants, theyve had confidence there is a higher bar to shutting down these economies once again. That teller into policy makers i...

Its possible we have gotten too disconnected from the fundamentals. The dow and others are on their way to the best quarter since 1998, and for the nasdaq, it will be the best quarter in decades. That is happening at the same time the corporate corporate profit outlook continues to deteriorate, now trading at 22 times forward earnings estimates it will be interesting to see how we rerate in the next couple of weeks when we start to get major results. Thank you for that markets a deep dive. Players are missing out on wimbledon this year, the usda usta is getting ready for flushing meadows, exce...

Me if my tie was fixed. But, ok. Just leave it this way. All right. David i dont consider myself a journalist, and nobody else would consider myself a journalist. I began to take on the life of being an interviewer, even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . We are here today with his excellency, yasir alrumayyan, who is both the chairman of saudi aramco and the head of the pif, the saudi sovereign wealth fund. You have both jobs. How do you allocate your time between running the sovereign wealth fund, pif...

Software happens to fall neatly in that category. Do equities need to rerate because rates are so low . Are they giving us a signal that equities are at risk . They are able to issue whatever they want in the Corporate Bond market. You can see that has caused a change in strategy already. It is like everything becomes a bond. Bonds are rallying, gold is rallying because of the nature of these things. Jonathan joining me around the table are james keenan, winifred cisar, and peter tchir. It feels like a buy everything situation. The 10year increase below 1 . U. S. Corporate borrowing costs at a...

Least. Day two of the Goldman Sachs global macroeconomic conference and goldmans chief equity strategist. We have breaking news out of south korea and Fourth Quarter g. D. P. Numbers. This is much faster than what was expected and fastest pace since the Third Quarter of 2017. These are the preliminary numbers for the Fourth Quarter. The south s also korean economy expanding 2 meeting the bank of korea projections and have seen growth in Household Spending and gains and Consumer Confidence and a lot of it supported by the south korean with their budget being passed in august and seeing a growth...