Reuters (March 29)
An “enduring disconnect between geopolitical turmoil and buoyant corporate and financial activity” remains. Despite concern with “extreme uncertainty caused by fighting in the Middle East…. Dealmakers have a trillion reasons to feel optimistic. That’s the rough dollar value of mergers and acquisitions announced worldwide since the start of the year, a level only bettered during the post-pandemic boom of 2021.”
Tags: Boom, Buoyant, Corporate, Dealmakers, Disconnect, Extreme uncertainty, Fighting, Financial, Geopolitical turmoil, M&A, Middle East, Optimistic
New York Times (April 21)
“President Trump’s trade war has completely upended investment flows, with global investors selling off U.S. stocks and corporate and government bonds at a clip unlike anything Wall Street has seen in recent years.” Though some semblance of “calm returned to the corporate and government bond markets late last week,” analysts are still wary of “Trump’s next moves, fearing that his protectionist policies and threats against federal institutions could re-accelerate money flows out of the United States, hitting the dollar especially hard.”
Tags: Analysts, Bonds, Calm, Corporate, Global investors, Institutions, Investment flows, Markets, Money flows, Protectionist, Stocks, Threats, Trade war, Treasuries, Trump, U.S., Upended, Wall Street
Financial Times (May 20)
“The plunge in yields on corporate and sovereign bonds in Europe and Asia — the value of bonds with a negative yield is nearly $10tn, according to Fitch — has sent investors racing into the US market.” This surging demand “has allowed companies to issue debt at lower yields, though US yields are still more attractive than in other parts of the world.”
Tags: Asia, Bonds, Corporate, Debt, Demand, Europe, Fitch, Investors, Negative yield, Plunge, Sovereign, U.S., Yields
Institutional Investor (December 28)
“U.S. earnings have declined for four straight quarters, and market participants are taking notice.” This decline in corporate profits may “signal a looming recession.”
