Consensus Forms At Outlook Forum

JamesBrey Transcript BlackRock investment leaders recently met to discuss our Midyear Outlook. There’s a growing consensus that interest rates will stay high for longer due to persistent inflation. 1) Higher rate reality hits Seven months ago at our last Forum, markets were pricing in as many as seven Federal Reserve rate cuts. Instead, the Fed…

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Event-Driven Surge Misinterpreted As Secular Forms Opportunity At Crown Castle (NYSE:CCI)

John Rensten/DigitalVision via Getty Images I posit that event-driven surges are frequently being mispriced as sustaining in nature. Identifying event-driven growth or event-driven headwinds that are being interpreted as secular presents substantial opportunity as prices correct. This idea will have 3 parts: The mechanics behind the opportunity Historical examples where mispricing of this nature clearly…

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Applicants File Amended S-1 Forms for Spot Bitcoin ETFs with January 10 Approval in View

Applicants have submitted final S-1 amendments for proposed spot Bitcoin ETF approvals expected from Wednesday. Several prospective issuers of spot BTC exchange-traded funds have amended and finalized S-1 forms, in what is the final step in their quest for a spot Bitcoin ETF. According to reports, recent amendments were from applicants, including Fidelity Investments, VanEck,…

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Klarna Forms UK Holding Company in Preparation for IPO

Klarna has established itself as a major player in the European payments industry, with a valuation of $6.7 billion. Klarna, a renowned fintech startup based in Stockholm, Sweden, has embarked on a significant corporate restructuring by establishing a holding company in the United Kingdom, signifying its intentions for a potential Initial Public Offering (IPO). Klarna…

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Hana Bank Forms Strategic Partnership with BitGo

BitGo CEO and co-founder Mike Belshe believes his company will help improve the transparency and safety of the growing South Korean digital asset industry. South Korean financial institution Hana Bank has announced its strategic partnership with crypto custody platform BitGo. According to the Korea Economic Daily report, the duo announced the partnership while speaking at the…

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