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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to home sales data and Tesla earnings. In the UK – a look ahead to how companies across Europe and beyond are preparing to share their latest financial performances with the market. In Asia – a look ahead to how some Chinese companies are looking to skirt U.S President Donald Trump’s tariffs. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Retail sales and earnings from Netflix. In the UK – a look ahead to next week’s ECB meeting. In Asia – a look ahead to earnings from TSMC. See omnystudio.com/listener for privacy information.
Global financial markets remain on edge after a rebound from the 90-day pause on US reciprocal tariffs for most countries except China. In this episode, we discuss the path forward for negotiations with US trade partners. We also discuss Europe's changing stance to negotiate rather than retaliate, and the ECB looking set to cut again next week. In Asia, we outline the posture from Beijing, with the Q1 GDP data also on tap. We end with a special segment with Rob Subbaraman, Head of Global Macro Research, who offers his perspectives on major global questions, including how damaging the ‘tariff shock' could be on global growth, and possible reasons behind the on-going decline in US asset prices. Chapters: US (02:08), Europe (07:30), China (12:25), Rest of Asia (17:48), Tariffs (19:16).
PRESS REVIEW – Wednesday, April 9: Papers around the world react to US President Donald Trump's tariffs and discuss the impact they could have on the economy. Also, fighting continues to wreak havoc in Myanmar as locals set up fundraisers. Meanwhile, locals of Rabat and San Sebastian are not happy with the 2030 FIFA World Cup. Finally, a German farmer finds his wedding ring in his cow's stomach. Papers around the world are reacting to Trump's tariffs. The French paper La Tribune says it is "America against the world". The Swiss daily Le Temps has a cartoon by Chapatte on its front page, making light of what a post-tariff world might look like. Germany papers are also anticipating the consequences of a trade war. The Frankfurter Allgemeine headlines with a "fear of the Chinese wave". The article describes how Europe could be at risk of a wave of Chinese products, previously destined for the US, which could now be diverted to Europe. Politico also touches on this potential "flood". It says that European officials have reached out to China, asking them to help track the expected wave of Chinese products on European markets. Trump and his tariffs make headlines in Brazil too, which talks of "worsening global uncertainty". Africanews has an article on its website looking at the impact the tariffs might have on jobs in South Africa. In Asia, the Japanese Times says the country is appointing negotiators. Japanese diplomats have said they will continue their efforts to keep dialogue open.Turning to Myanmar, fighting has continued there despite the ceasefire, devastating communities as they recover from the earthquake 10 days ago. The Times has an exclusive piece demonstrating the extent of the damage caused by the fighting during relief efforts. The French paper La Croix, for its part, focuses on hope among the carnage.FIFA has been rocked by controversy as the 2030 World Cup organised in Morocco, Portugal and Spain faces local resistance. Maroc Diplomatique says that Morocco's heritage is at stake. The Spanish paper El Pais reports that Morocco's push for modernisation has razed neighbourhoods. But it's not just Moroccans who are upset. In Spain, residents of the Basque city of San Sebastian have written to FIFA saying they don't want to host the World Cup at all, according to the Guardian.Meanwhile, papers are reacting to the first leg of the Champions League quarter-finals on Tuesday night. Star Sport headlines with "Rice Crispies", referring of course to Declan Rice's two goals against Real Madrid. The Sun says "Bend it like Declan". Spanish paper AS says that Real Madrid "are forced to perform another miracle" if they want to continue to the semi-finals. In Italy, Tuttosport rejoices, clearly pleased with their 2-1 win over Bayern Munich.Finally, we end with a strange story in The Telegraph about a German farmer who was reunited with his wedding ring after one of his cows accidentally gobbled it up!You can catch our press review every morning on France 24 at 7:20am and 9:20am (Paris time), from Monday to Friday.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – an eco look ahead post Trump-tariffs, and also a discussion on how the retail sector may be impacted. In the UK – a look at the BOE’s quarterly report on the stability of the UK's financial system. In Asia – a look at President Trump’s additional 34% tariff on Chinese goods and how that may impact U.S, China relations. Also, a look at how tariffs will impact U.S, Australia relations. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – an eco look ahead post Trump-tariffs, and also a discussion on how the retail sector may be impacted. In the UK – a look at the BOE’s quarterly report on the stability of the UK's financial system. In Asia – a look at President Trump’s additional 34% tariff on Chinese goods and how that may impact U.S, China relations. Also, a look at how tariffs will impact U.S, Australia relations. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – an eco look ahead post Trump-tariffs, and also a discussion on how the retail sector may be impacted. In the UK – a look at the BOE’s quarterly report on the stability of the UK's financial system. In Asia – a look at President Trump’s additional 34% tariff on Chinese goods and how that may impact U.S, China relations. Also, a look at how tariffs will impact U.S, Australia relations. See omnystudio.com/listener for privacy information.
President Trump hails his tariff blitz on Liberation Day. U.S. markets fall in extended trade as investors rush to safe havens, fearing the swathe of levies imposed by Washington could spark a global trade war. In Asia, the Nikkei slumps to an 8-month low and the tariff effects are felt across South-East Asian markets. China slams the move as ‘unilateral bullying' and Canada pledges retaliation. The EU's response is measured for now. EC President Ursula Von Der Leyen says the bloc is still committed to negotiation. We hear from TotalEnergie CEO Patrick Pouyanné and Leonardo CEO Roberto Cingolani who remain upbeat that the trade conflict could be beneficial to Europe. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.
Starlink di Elon Musk sta entrando, o provando a entrare, in tanti mercati asiatici. Alcune condizioni favoriscono l'azienda di Musk, altre sono un ostacolo. In Asia del resto Musk ha grandi estimatori, critici e ormai anche concorrenti. Gli inserti audio della puntata sono tratti da: Starlink Operation is Illegal in Niue, Tv Niue, 26 luglio 2024; Glen Jackson, Niue Musician and Entrepreneur, Pacific Mornings, 7 agosto 2024; Musk's Starlink gets green light from India, success hinges on two billionaires, canale Youtube Cnbc, 21 marzo 2025; Elon Musk Meets PM Modi, Plans Tesla's Entry Into India, Expresses Gratitude For Support, canale YouTube Business Today, 21 giugno 2023; Elon Musk News | Musk X Sues Indian Government | Elon Musk's X Sues Centre, Alleges Censorship, Not, 20 marzo 2025; বাংলাদেশি প্রতিষ্ঠানের সঙ্গে কাজ শুরু করেছে স্টারলিংক, canale YouTube Somoy tv, 23 marzo 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.
What makes crypto so different in the East and the West?In the U.S. and Europe, teams typically focus on building the foundation: rollups, restaking, scaling solutions. In Asia, markets drive adoption, trading volume, and unique market trends.We sat with YQ, founder of AltLayer, to dive deeper. Western builders think ahead, prioritizing scalability and decentralization. Eastern markets excel at liquidity, with efficient capital flow and rapidly emerging trends.This global dynamic shapes both development and investment strategies. Understanding it is essential for anyone interested in crypto.Join The Rollup Edge: https://members.therollup.coWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring statement. In Asia – a preview of Chinese EV Maker BYD’s earnings. See omnystudio.com/listener for privacy information.
Financial markets have been difficult to navigate, with equity markets bouncing from their recent lows but still seeing sizable intraday swings. Interest rates seem to be similarly caught between potential upside inflation risks from some sources, and challenging growth dynamics on the other. And all of this comes ahead of the April 2nd tariff announcements from the US which also have the potential to jolt markets further. In Europe, we look for further signs that German's fiscal reform is feeding into stronger growth expectations, while the UK's fiscal room looks more constrained. In Asia, we discuss likely policy responses in Indonesia, Thailand and Singapore. Chapters: US (02:08), Europe (11:05), Asia (15:31).
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring statement. In Asia – a preview of Chinese EV Maker BYD’s earnings. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring statement. In Asia – a preview of Chinese EV Maker BYD’s earnings. See omnystudio.com/listener for privacy information.
A Walk In the Park & Aya's Finest Hour.Book 3 in 18 parts, By FinalStand. Listen to the ► Podcast at Explicit Novels.Professional, conscript, or volunteer, they all have run away from battle.A Note on terminology and the metaphor of Cael's WorldThe terms Weave of Fate and 'Weave ' are interchangeable. Weave expresses the intersection ~ the sieve that all the possible futures entered to create what we perceive as this 'now'. Fate is the keeper of the sieve. The Present is what is happening right now. It is that infinitesimal which we interpret as Reality.The Legend is what happens when the present is pulled back through the weave and becomes the past. It is called the Legend because, as the former presents fade into the past, they blur; each becomes less precise and more open to interpretations. (It is as if you were looking at one thing through a prism; as you shift your stance, what you see appears to change.) Within the Legend exist mystic creatures, divinities, demons, spirits, all the Paradises and Hells.The Endless Black Sands is the final resting place for all failed legends. It is the place where all is forgotten until even former realities break down into the Black Sands. That Alal found a way to cheat this doom and retrieved Shammuramat, was truly remarkable; even though Fate 'balanced accounts' with him by sending Ajax and his war band along that path as well.If you wonder how that was a balancing, consider this:The only people Alal cares for (in his own brutal fashion) are Shammy, now Sakura, and his only true offspring in 5,000 years, Cáel.Fate sent Ajax.With Ajax available to test Cáel, how could Alal resist the temptation to place one of the planet's greatest killer on a collision course with both of his loves in order to test Cáel?The Veil is a function of the Weave that protects sentient perception from perceiving the Weave and disguises the otherness of creatures of legend, unless they willingly allow themselves to be seen, which they usually do only so they can 'physically' interact with the Present. Some sentient minds, through horrific trauma such as the Augurs' self- poisonings, through the quirks of Fate via Holy Men, Mad Prophets and Doomsayers such as Temujin, or through the touch of legends such as Ishara, can sense the fluctuations in the Veil and the things behind it. Cáel, in truth, has been shaped by all three vehicles (Ishara, the Augurs and Temujin's legend.)Oblivion is what awaits Reality if the Weave ever fails beyond its ability to heal itself. This threat is what keeps the creatures of legend from constantly traversing the Weave. They have to weaken the Weave to do so or to use powers in Reality, the greater the distortion they create, the greater the weakening that occurs.End Note(Two days ago, with thirty days left)"That was fantastic, Lady Yum-Yum," I sighed."What did you just call me?" she panted softly. We were naked in one of our Task Force bedrooms that was actually used for sleeping, and now sex. I was still pressed against her reposed body, despite our recent exertions. She was on her stomach, arms stretched down her sides.She was sweaty and short of breath. She still had her wits about her and an awareness of our situation: victory sex, me still aroused and her fingernails scratching my thighs and buttocks. My equally sticky body was pressing down on her, even though I supported my weight with outstretched hands placed on either side of her shoulders."Lady Yum-Yum," I mumbled as I kissed the back of her head. "That was the first thing that sprang to mind when you introduced yourself." I could see her working that through her highly complex mind."When writing your memoirs, please remember to me refer to me that way," she began to flex her thighs and abdominal muscles, so that her ass was pumping against my hips."Only if this helps persuade you to give me a repeat performance.""I'll consider,," she purred, then paused to catch her breathe. "You are in phenomenal shape, young man. Do any of your other lady-loves have pet names?""Nope," I grunted as I withdrew.She had teased me with anal sex hints repeatedly, yet never delivered. She liked the game and the power she wielded. My body being on top of hers was only an illusion of a tactical advantage. She knew me pretty well already. I wasn't the kind of guy who would use physical strength to overwhelm her vulnerable position. This being so, a cerebral skirmish only excited her more.We waged a war that was based on intakes of breath, the shimmying of muscles and the trembling of fatigued flesh. The prize for me was the winning. Lady Fathom Worthington-Burke played tricky-clever, but I was better. And at times like this, she admitted it. She gave me what I wanted. I rolled her.Straight, face-to-face fucking. The Lady's pulsar gaze trapped my vision. She smiled, grudgingly at first, then more and more sensually as my glans returned to her g-spot that it had scouted out earlier. This was 'surrender by the Fathom method'. She gave me what I wanted, so I took what I wanted, and pleasured her at the same time."Mmm, you are a bad, bad boy," she lapsed into her trashy West-End Londoner accent. It was perfect and an erotic whiplash when added to her native, refined manner of speech. This wasn't a trick this time, it was a treat. It was a gift, reciprocated. The tactile sensation of her cervix becoming a soft, spongey chalice for my final penetrations was icing on an all-so-luscious cake.I tendered her a tribute worthy of my first love, Dr. Kimberly Geisler. It was strange to find a woman like her. Outside of Kimberly, I had found only one other woman who graciously offered her ultimate pleasure paean to the hundreds of lovers who had become before. That other woman, it still floored me, was Buffy Du, no, Buffy Ishara, First of my House."Oh!" and several heartbeats later, "Cáel!" several hissed series of breathes and then, "Goddess! You are better than good!"Two thoughts collided within me:A) I had never seen a more controlled orgasmic explosion in my life. I was going to have to tell Buffy about this, once we were safely in bed. If it was office talk, she'd punch me through a window and that would make Aya cry. I couldn't have that.B) Goddess? I thought she was Anglican. This needed further study. This treatment was really nice. I leaned in, kissed her. Lady Yum-Yum smiled. "Take me to the shower. Play time is over, Cáel," and she was back to all business."You are treating me like a fleshy vibrator," I pointed out."But you are a very finely-trained, fleshy vibrator, you wonderful boy," she stroked my cheek. "Shower! Now!" So, like a Good Boy, International Merchant of Death and Chosen Son of a Divine Amazon Goddess, I slid off her, then cradled her in my arms as I rose from our totally trashed mattress.I didn't smile when it was confirmed that I wasn't carrying her out of any romantic after-coitus gesture. She couldn't walk. Woot! It took a bit of effort to get us into the walk-in shower and to get the water just perfect, all while keeping her cradled. She helped out by keeping her arms tightly around my neck."Cheeky bastard," she whispered in my ear. "You are gloating." Then she nibbled on my earlobe for good measure."Damn right," I did gloat as I let her slide down to her feet. "You are pretty sweet for an Old Chick." She wasn't angry, oh no."If you were trying to get me to say, 'I'll get you next time," she licked, nipped and sucked on my nipple as if I was the one with the mammaries in this relationship, "it worked." Double-Woot! I was going to get that damn four-way! I did coax a vigorous shower-quickie out of my Lady. Afterward, she shifted herself so she could get under one of the steaming showerheads."Cáel, why didn't you use a condom," she mused. Gak!"You aren't on Birth Control?" I panicked. She laughed at me."No. I've never been a fan of hormones replacement. I like the way I am. Do you expect the women to do all the anti-pregnancy measures?""No," I gulped."Don't' be so worried," she laughed. "We had unprotected sex one time. The odds are astronomical that an 'oops' happened, right?" Yes, it was a single sexual encounter, but included three firings of the one-eyed hydra, sigh."You are asking a man who has five children on the way, Fathom," I cautioned her."Oh, I'll update my files and make an appointment to seen a local, reliable O B G Y N," she slipped back into her unflappable British resolve. "Get along. I need to get cleaned up," she cupped my scrotum, ", again. So scoot." I scooted.I had updated my condom supply despite the forbiddance Dot Ishara, my Matron Goddess, beamed to me from the Other Side. She could only complain so much. I'd upped my selection of fortune cookies and added a fresh raisin chocolate brownie for my next visit with her. I had to get over to the other side of the floor to get a fresh shirt, and boxers.Yum-Yum had ripped off my shirt (a little kinky) and boxers (a little painful). I wasn't going commando, so I decided to quick step it before something important happened that required me to yank yet another solution out of my sexually-fueled creative imagination.How Lady Yum-Yum and I ended up in bedThe Secret Societies' long awaited war had begun in Africa and in India. The Amazons couldn't effectively reinforce these two homeland regions. No, my people's edge came from my stupid stunts (e.g., the fight outside that club in Chicago), the judicious application of a few kind words and a whole lot of targeted killing on my part along with that of my Amazons.Those actions convinced the Booth-gan (aka the Thuggee, but we no longer say that because it irritates them) and the Coils of the Serpent to toss in their lot with their local Amazons. They did the whole 'hostage exchange' thing as well. Two children from each side. That was a no-brainer on my part. All three concerned parties were willing to let their adults die if necessary. Their children were another matter.In Asia, the Seven Pillars had made only minimal progress. We now suspected the 7P had planned to roll over the three of the 9 Clans that were in their Sphere of Influence, the now 6 Ninja Families, the Black Lotus and the Booth-gan in rapid succession. A preemptive strike against both the Khanate and the Ninja were supposed to cripple those two factions.Against the Khanate, that had been a dismal failure. In Nippon, the Ninja were in dire straits and would be decades recovering from the original 7P blitz. But the combination of US black ops help and the infusion of Amazons and Okinawans had staved off extinction for the moment. Strategically, these failed actions were tying down 7P resources that the largest Secret Society had planned to move elsewhere.In China, the Black Lotus exhibited the same resilience and deceptiveness they'd shown in combating the Seven Pillars by themselves for the past 65 years. The chaos gripping the PRC was a blessing from the Ancestors, the four sacred spirits (lung/dragons, phoenix, unicorn and tortoise), and the nine entities (I now really had to know this stuff.) Word that a 'dragon' had appeared in the West had only heightened their desire to aid in our new alliance.Those factors meant a reprieve for India. As the 7 Pillars began ramping up their operations; increasing racial tensions, minor terrorist action and military and industrial sabotage; the Booth-gan and Amazon united resources and purpose. The Booth-gan would assassinate 7P operatives and pawns while the Amazons would hit 7P front companies and businesses based out of the People's Republic of China. (This activity also helped ratchet up India-PRC tensions and anti-PRC public sentiment in India.)In Africa, the Condotteiri had squandered precious hours reallocating resources before launching their assaults. Like everyone but the 7P, they had been caught flat-footed by the renewal of the Secret War. The Coils of the Serpent had never been overly antagonistic toward the Condos, since their interests rarely collided. The same went for the Coils and the Amazons.Two factors inspired a deep Amazon-Coil bond. They were both groups with deep African roots and a shared Central-Western African spirituality. Added to that was the growing power of the Coils of the Serpent in the past fifty years. Their main opponents had been the Illuminati who had a Eurocentric view. Pan-Africanism was in the Coil's best interest, but ran contrary to European economic interests.Long term, allying with the African Amazons was a good investment for the Coils. The 9 Clans relationships had already proved to be advantageous on multiple occasions in the past. The leaders of the Coils knew their power was rising with the fortunes of Sub-Saharan Africa. To them, the rise of the PRC and the Seven Pillars was a looming threat in the East.They had been handed a golden opportunity to deal with this enemy before the enemy was ready to deal with them. They had been 'gifted' with over 2000 highly-skilled, fanatical Amazon warriors as stealthy muscle to add to their own, more subtle arsenal. For the Amazons, it was access to continent wide clandestine intelligence network that could unmask their enemies' hiding places.The Condotteiri wiped out an Amazon freehold in Cameroon and a few Coils safe houses in Lagos, Nigeria. In the Republic of Mali, over 250 Condo mercenaries were slaughtered at a 'secret' installation and their armory was looted. Ebola kept breaking out in the West. The dominant regional powers, the Republic of the Congo and Nigeria, were tottering as a result of decades of economic mismanagement, civic, ethnic, tribal and religious strife, corruption and unreliable militaries.The scene was ripe for a secret conflict as well as public carnage. For the Joint International Khanate Interim Taskforce (JIKIT), this presented a dilemma. They were involved with a growing global struggle that went far beyond the Khanate and Central Asia. Their secret society allies strenuously objected to bringing any more 'outsider' people into the group.Handing over covert intelligence to other governmental agencies in the US and UK, then telling them they wouldn't divulge their sources went over like scuba diving with cement goulashes. Explaining to upper level bigwigs that they had a 'trust-based' team went nowhere. Those officials didn't care about a bunch of domestic/international criminals' sensibilities.They wanted names and faces. They wanted addresses, phone taps and bank account numbers. It would all be 'Secret', 'Top Secret', or 'Eyes Only'. It would all be vulnerable to all kinds of governmental subpoenas too. No threats were made from 'my' side. They'd killed more people than the Black Death and the lives of a few thousand bureaucrats (and their families) in London and Washington D.C. didn't mean shit to them.Selena did offer to kidnap some family members to get the message across. Javiera put her hands over her ears and began singing 'la-la-la' as she stormed out of the room. Lady Fathom suggested that we arrange a private meeting with the UK Prime Minister and the US President. It took a few seconds for Mehmet and Javiera to realize she wasn't kidding.That was a nearly impossible task, which on this taskforce meant we had to give it a shot. Let's just say that the US Attorney General, Eric Holder and Chairman John Jay of the British Joint Intelligence Committee thought their respective representative had lost her God-damn mind. I went to the Khanate for help.Twenty-four hours later Azerbaijan, Turkey, Tajikistan, Armenia and Georgia (yes, two tiny Christian nations) joined the Khanate. The integration of the first two nations had been in the works since the formation of the Turkic Council in 2009. For me, Temujin upped the time table strictly for our benefit. Turkey and Azerbaijan became the two newest states within the Khanate.The third, Tajikistan was different and the shakiest addition. The unoccupied title of 'Khwarazm Shah' was created, suggesting the Iranian Tajiks had a special status inside the Khanate. 'Khwarazm' referenced the Khwarazmian dynasty that ruled the last of the great, Persian-led, Iranian Super-States and dated back to the 13th century AD. 'Shah' was Persian for King.The announced status of Armenia and Georgia was quite a bit different. They become 'Protectorates', i.e., semi-autonomous states within the Khanate who were 'vassal' states, responsible only to the Great Khan and his personal representative in the region (ah, that would be me.)So, the first three entries made sense, strong geographic, ethnic and/or religious ties, plus this was part of the Khanate's agenda anyway. But Armenia and Georgia? That was the doing of the other regional secret society, the Hashashin.The Caucasus Mountains were the backyard of the Hashashin. They knew who to blackmail, pinch and kill to make the 'take-over' possible. The main stumbling block was the long Khanate-Hashashin history: the Mongols had destroyed the historical stronghold of the Hashashin, Alamut, in 1256 CE. In a way, that disaster had transformed the sect, making it move away from their strict Nizārī Ismaili roots and into a more ethnically and religiously diverse group that was centered in the Caucasus region.Temujin made it clear to this group that he was making a deal under my auspices. Both Armenia and, Georgia (as well as the future Kurdistan, his plans for the creation of that last state were told to me under condition of secrecy) would be part of my palatinate principality (along with Hungary, if we ever got there). Riki Martin defined the terms for me: I was the voice of those three regions in the Khan's court.They wouldn't have to deal with Muslim Khanate officials. They would deal with me and 'my officials'. If the Khanate had a problem with my principality, they came to me to resolve the issue. That translated to me giving a nod to the existing regimes ruling in Armenia and Georgia (along with the infusion of a few Hashashin supporters.)Publically the future of those three political and ethnic entities would be confirmed later. The existing governments knew three things.1) I was that madman who had led the charge in Romania, clearly a man of bravery and humility. The odds were good that I was going to be a man they could rely on to adequately represent their interests with the government that currently mattered the most (aka The Khanate.)2) The Great Khan thought the world of me and in this nascent New World Order that meant way more than membership in NATO, or begging the United Nations to apply sanctions of dubious value.3) There would be a change of leadership by about 2040. Children of excellent ethnic parentage would succeed me in this ceremonial role in the region. These new princes and princesses would be the scions of the line of Nyilas and representatives of the various states (translation: I was going to be sexing it up with Georgian, Armenian and Kurdish members of the Hashashin).That would establish the three 'cadet' branches of House Ishara (Nyilas) (which I've listed because all three alphabets are so freaking beautiful) that could weave the Amazons, 9 Clans and the varying ethnic identities into a quilt that could stand together as a force in the Great Khan's inner circle. This new spate of aristocratic, 'Archer'-themed lineages would be:1. Moisari, in Georgia.2. Aġeġnajig, in Armenia.3. Ram- alsham, in Kurdistan.This fiction made the key named entities happy. The combination of all these events applied another jolt to the heart of the global power structure (after all, Turkey was in NATO) and made the US and UK governments back off.By tidying up the world map, we'd brought our governmental chiefs to the chilling revelation that their sole conduit for insider information regarding the ongoing global calamity had reacted to their intransience by simply letting them be blind-sided by events. After the fact, Javiera and Lady Fathom relayed that message very clearly.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and earnings from FedEx. In the UK – a preview of Morgan Stanley’s European Financials Conference. In Asia – a preview of Tencent earnings and the next BOJ decision. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and earnings from FedEx. In the UK – a preview of Morgan Stanley’s European Financials Conference. In Asia – a preview of Tencent earnings and the next BOJ decision. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and earnings from FedEx. In the UK – a preview of Morgan Stanley’s European Financials Conference. In Asia – a preview of Tencent earnings and the next BOJ decision. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe. In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers. In Asia – a recap of China’s NPC and outlook for its’ economy. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe. In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers. In Asia – a recap of China’s NPC and outlook for its’ economy. See omnystudio.com/listener for privacy information.
Investors have a lot to digest. With US tariffs on Canada, Mexico, and China now in force – along with some retaliatory measures from affected countries – US Commerce Secretary Lutnick hinted that the US may reconsider some tariffs. Meanwhile, in Europe, the European Commission and Germany have unveiled plans to significantly increase defence spending. In Asia, all eyes are on China's National People's Congress, where the government has set an economic growth target of around 5% for 2025. No wonder global equity markets are experiencing volatility this week, and bond markets are no less turbulent. Joining us to shed light on the latest developments in fixed income is Dario Messi, our Head of Fixed Income Research. We're also joined by Richard Tang, our Head of Research in Hong Kong, for expert analysis on the National People's Congress.00:00 Introduction by Bernadette Anderko (Investment Writing)00:37 Markets wrap-up by Lucija Caculovic (Investment Writing)06:20 Bond market update: Dario Messi (Head of Fixed Income Research)10:48 China's NPC news: Richard Tang (Head of Research Hong Kong)16:48 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of preview PCE, and personal spending data, and Nvidia earnings. In the UK – a preview of the next G20 summit. In Asia – a look at the evolving relationship between Washington and Beijing. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of preview PCE, and personal spending data, and Nvidia earnings. In the UK – a preview of the next G20 summit. In Asia – a look at the evolving relationship between Washington and Beijing. See omnystudio.com/listener for privacy information.
While the US labour market remains resilient despite a modest increase in initial jobless claims, concerns are growing about a potential stagflation scenario in the US. Meanwhile, in Europe, eurozone consumer sentiment improved slightly in February, albeit from a low base, and UK retail sales beat expectations. In Asia, markets digested news that Japan's inflation rate hit a two-year high of 4%, but Alibaba's robust quarterly earnings boosted Chinese stocks. Joining us today are Tim Gagie, Head of FX & PM Solutions in Geneva, with a deep dive on currencies and metals, and Cheng Hin Saw, Head of Equities Specialists Asia, with insights on China.00:00 Introduction by Jan Bopp (Investment Writing)00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)07:25 FX and metals: Tim Gagie (Head of FX & PM Solutions Geneva)11:53 Update on China: Cheng Hin Saw (Head of Equities Specialists Asia)16:41 Closing remarks by Jan Bopp (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
The sparks before the ignition of war.By FinalStand. Listen to the Podcast at Explicit Novels.Time is not your enemy any more than breathing and your heartbeat are inconvenient."Aya, Why don't you go help Saku," I rechanneled Aya's boundless energy. "Back in the day, every noble was attended to by squires who took care of their gear and served that noble as body servants. In turn, she taught them the art of war." Sakuniyas shot me a nasty look.Aya poked her head between Pamela and Miyako."That sounds like fun," she met Saku's glacial chill with a warm spring breeze."I don't want their help," she grumbled."It sounds like free labor," Pamela smirked."I said I don't want their help," Saku snarled."Okay," I rolled my eyes. "Aya, Fatal Squirts, attention!" They all looked at me. "I command you, as your Celestial Potentate Poohbah, to stare at Sakuniyas until she gives you a task of a personal, to her, nature to do. Get at it."Four sets of precocious, will-eroding cuteness assaulted the Assyrian Queen, victor of a hundred battles and skirmishes."You are despicable," was Saku's chosen acidic barb."I second that motion," Pamela patted me on the back. "I keep finding myself being prouder and prouder of you, every day. Stop it," she teased me.None of those words dampened my mood, or my plan."How much longer is this flight going to take?" Saku groused."Four hours," I lied. It was way closer to two.To my way of thinking, it wasn't like she could get much angrier with me after she discovered my ruse. (I was wrong. She could and did. I'm an idiot.) Saku shook her head, and the task-mastering began. An hour and forty-five minutes later, the pilot alerted us that we were ten minutes from our final approach. Bits and pieces of her armor were all over the front seats and the floor of the exit-way space.Diligent little fingers were still polishing and checking straps for signs of excessive wear or fabric fatigue. Their 'noble' hovered over them, pointing out the right way to do things and what they were doing wrong. Her congratulating them for doing a good job was rather non-Amazon of her, but the kids ate it up.With the ten minute warning still hanging in the air, my duplicity inspired Saku to finally flip out. I was pretty sure she didn't think through what she was doing. She simply drew her 22cm/9in blade and threw it at my face. Miyako caught it between her hands, an effortless clap, fuck."Four hours!" Saku howled at me. "You said we had four hours, I could have held them off for two!""Why do you think I lied to you?" I kept my amusement out of my tone because I was rather attached to the idea of my wagging tongue not being cut out of my mouth.It wasn't lost on us that every member of my SD team was alert and had blades drawn (firefights on planes in mid-flight is severely frowned upon) and were staring at her. I wanted to tell Rachel to 'stand down', except that would be unfair. I wasn't 100% sure Saku was done being furious with me.Telling Rachel to set aside her instincts was something I tried to keep a minimum, only to be used when it I was forced to take in the bigger picture."What is going on here?" Rachel asked with professional calm. So, I told her the truth, the real truth."Oh," Rachel grunted. She gave a motion for her team to rest easy then came my way."Knife," she held out a hand to Miyako who instantly gave it over, pommel first. Rachel deftly flipped it over so she was holding the razor sharp blade then smacked me on the top of my head, hard."Ow, " I whined. "That hurt.""It was supposed to," Rachel glared. She walked down the aisle to Saku, returning her blade."Did you just smack him in the head?" Saku was trying to make sense of what she'd seen."Yes," Rachel nodded."He screwed up and I impressed upon him to not do it again. As you might guess, this is a fairly regular occurrence with him. We all take wicked-fine pleasure in that part of his education.""But you are his bodyguards, is he really the Head of House Ishara, or was that a lie as well?" Saku was still confused by her prideful arrogance and how I was misplacing my own."Sakuniyas, Cáel was not raised in our culture. He has only been a member of the Host for a few weeks. This is not to belittle his impressive education," Pamela intervened. "Both he, and those of the House who know him, agree that the occasional physical chastisement works better than words alone.""You could reward me with sex," I muttered. "Positive reinforcement, ""Forty-six days, Bitch," Rachel growled."You are ferocious in battle, fearless and clever," Saku turned back to me. "Why do you put up with this constant degradation?""Degradation? I'm not insulted by what Rachel did or said," I retorted. "She is trying to teach me things I need to know if I'm going to survive. I respect her superior knowledge in her professional capacity," I continued. "I don't get upset when people tease, taunt, or challenge Cáel 'Wakko' Ishara, that's me, if you are confused.I save my indignation for those who scorn Dot Ishara, Yakko Ishara and all members of House Ishara, past and present. Quite frankly, being disrespectful to me is actually rather difficult because I only care about the sensibilities of a handful of people.""How can any warriors follow a leader into battle if that person has no pride and never shies away from shame?And besides, what is this Wakko/Dot/Yakko nonsense," Saku persisted. "Fatal Squirts, start assembling my armor." Her attention was split between me and her panoply."Hello," I snickered. "I'm a male Amazon. The fact that I haven't run for my life way before now is all the heroic background check anyone should require.Doubting my common sense actually makes sense. Doubting my courage, or loyalty is idiotic in too many ways to count. As for revealing the hallowed and revered enigmatic occult appellations of my House, " I started."Get him!" Tiger Lily showed some faux-outrage."Shit!" I cried out as Delilah, Tiger Lily and the rest of the SD swarmed me. Pamela and Miyako were of no help whatsoever. I could not express my joy more at the resulting physical abuse and humiliation aimed my way. I was tickled. Yes, my Kick-Ass, full-blood, natural born killers pinned me down and tickled me until I nearly peed on myself.In a very short period of time, we'd shared some really nerve-racking moments. Dad dying, my showdown with Hayden, being mugged by Carrig and the rest of the crap that rained down blow after blow once I came out of my coma. They had taken me numerous times to the hospital and had to sit back helplessly while I suffered. Yet, I refused to be repressed by circumstance.I fought for our people, OUR people now, both with the Earth and Sky in shared counsel and the Seven Pillars on the battlefield. Rachel hadn't given me word-one of a reprimand for leaving Charlotte to raise the alarm while I rushed into danger. I was an Amazon in her eyes. Charlotte could fix the phone. Miyako and I could not. The bridge had to be secured immediately.We couldn't wait on Charlotte. I didn't even act as if what I did was all that brave. Rachel knew me far better now; she wouldn't make that mistake. Had I been able to fix the phone, I would have stayed and sent Charlotte. Had the whole team been there and Rachel told me to stay, I would have stayed while they ran into the fight.No. The situation hadn't allowed that, so I had killed a number of men and been wounded. The backside of my right thigh had merely been grazed (which my normally mangled left side found to be grossly unfair.) That was another scar to add to my 'sexy'. I had fought in my own insane manner and was alive solely because Saku had decided to shoot another man instead of me.Even after I knew who she was, I had allied with her and charged the rear of the enemy troop convoy. In the after-battle analysis, they weren't sure how many Seven Pillar Special Forces I had killed, both in the gulch and when I annihilated the back section of the attack column, and took my impromptu flying lesson.Credit for destroying the bridge jacks, thus making the BBQ a carnal cookout featuring Chinese 'Long-Pig', was still hanging out there as well. Rachel and company were still pissed with me despite all that. Why? On a purely personal level, they realized they would miss me if I got myself killed. They were not supposed to feel that way about their protectee.I certainly wasn't their first protective detail, though they were starting to believe I'd be their last. No, I had done everything right, by going into harm's way, and they were furious with the universe for placing us in that situation. Since the universe wasn't offering itself up to be punished, it fell on me to soak up their pique.Delilah was simply picking on me because she could get away with it this time."You are all embarrassments," Saku remarked bitterly once my screams began breathless pleas for mercy. "The Host has fallen a great way since my day." What a killjoy. I finally got my breath back."And the Queen on the floor of the Royal chambers, pushing around toy chariots with her two eldest sons and a child-playmate, was the height of decorum."Well, if looks could kill, I would have never made my nineteenth birthday, so Saku's glare was just another walk in the park."That was a personal moment with my family. It was a very private moment," she sizzled."My Mother's line is, it is what it is. My Father was murdered. My Father's sister and I were never close. These people are my family and my choice of kin.""English," Pamela chided us."Having no family to call your own, you welcome so many that 'family' has no meaning," Saku angrily mocked my words.There was a hushed moment then everyone but the three other Squirts and Saku started laughing. The three kids didn't know me either."By what metric do you measure family by?" I snickered."On his third day on the job, Fehér mén (Aya's pet name for me, White Stallion in the Magyar tongue, it is complicated) threw his body over my sisters and me to protect us," Aya said."He spared my foster-sister when she gravely insulted him," Mona volunteered. "He didn't know me. The Amazon, Constanza, would have died by anyone else's hand, except his. You may look down your nose at his mercy. As you do so, consider that it is his mercy that allows you to feel that way about him, and us right now." Whoa,"I have never seen him fight out of pride, or take joy in any combat," Rachel stared down Saku. "My only fear is that Cáel will get himself killed saving my life, or the life of any member of my team. He knows it is wrong. He knows I will be absolutely furious with him, and he accepts that. He is like no other Amazon I have ever known.We have limits. We follow orders. At our best, we put the welfare of the Host over our own survival. Not Ishara, Wakko Ishara. He follows the dictates of his house and those are to seek mercy and peace where appropriate. He is like no Amazon I have ever known, and I have zero doubt that he is one of the best Amazons I will ever know," she finished with a chuckle."I'm speaking my mind, aren't I?" she asked me."Afraid so, sorry about that," I apologized for corrupting her social skills."Saku, your mistake is that you confuse his caring about you and caring about your opinion of him," Pamela finished things up."Sakuniyas, I will work to honor my pledge to you. I will try to keep you alive because you can be a powerful ally of the Host, but also because it is the right thing to do," I enlightened her. "That doesn't make you all that special though. Personally I think you are a horrible, bitter bitch and lousy company for any non-masochist.I'm going to help you in the same way I'm going to help everyone else here. This is despite me feeling confident that not a single Amazon on this planet has a living father. They've never had brothers because their mothers murdered them. Your crappy attitude doesn't influence me one way, or the other. You are a horrible fucking person born to a horrible fucking race, my race, the Amazon Host.""You kill your fathers and sons," Delilah mumbled as she looked from face to face, finding not a single bit of denial, or shame. "I thought that was so much Greek bull's buttocks.""Nope," Aya shrugged. "Before I left for camp, Momma told me they put Daddy, my other Daddy, down when I was two." Kind of like Old Yeller, or Benji. "His name was Paul Twelve."Delilah looked at me with downright worrisome eyes."Yeah, I figured that out on day two on-the- job," I relayed to her. "For the past 2500 years, every male child of the Host has been tossed off a cliff to his death, or left out in the wilds for predators to devour. Every male they have kidnapped has been under a death sentence from the moment of capture.They tried to genetically breed their captive male population with Amazon females, but something went wrong. The males began passing on genetic defects that poisoned the race. In response, they have begun recruiting men, such as myself, and exterminating their old male breeding populace.Initially, I didn't run because I was sure they would hunt me down and kill me. Later, later I came to like enough of the Host to decide that knowing what was going on meant I couldn't let it slide. I couldn't leave this issue for someone else to tackle. I know I'm facing long odds, yet I'll never succeed if I don't try," I wrapped up my little my 'Cáel's Amazon Primer' lecture."Okay, okay, Cáel you are blood nuts, and hellishly brave. The rest of you are just hellish, killing your own kin as infants or if they get too old," Delilah sputtered. "That's plain wrong.""I had sons," Saku stated. "They grew into fine, strong warriors. My daughters married into the nobility.""Delilah, we don't expect you to understand our culture. Twice in our people's history, men have tried to eliminate our society, stealing our homes and property, and enslaving our children and sisters. We let down our guard once, and that nearly destroyed us, except we now have Cáel and a better understanding of what happened that second time," Tiger Lily educated Delilah."It turned out that not all males betrayed us. No, when we needed them the most, they sacrificed themselves for the welfare of our people and we repaid that loyalty with anger and barbarism. That is a burden we have carried all these centuries without understanding it. Only within the past month has the real truth about the Second Betrayal become known.Many of us are now re-evaluating the dictates of our faith concerning men and sons. After all, Cael is the descendent of Amazons of a First House, dating back to the Trojan Wars. He has been welcomed by his ancestors and his goddess, Dot Ishara," she completed."What is it with the Dot, Wakko and, ""Everyone buckle up," the pilot announced over the intercom. "We are on our final approach." Saku and the Squirts had her armor in some kind of order, we buckled up and let the plane coast on down to earth."Delilah and Cáel, since our 'vacation' was cut short, we haven't been able to bring your personal effects back from Africa yet," Rachel told us."Also, there will be four of Javiera's people meeting us in the hangar," she added. "We have been told to view them as non-hostiles.""Oh joy," Pamela muttered then, "There is nothing to worry about folks.""What? Me worry?" I goofy grinned her way.(Governments, horrendous enemies and ruthlessly evil friends)Four SUVs waited for us in the wide-open hangar. No sooner had the pilot given us the 'green light', than Rachel released the door/stairs mechanism and Charlotte began her decent. We had the camp FN P-90's, not the older Havenstone UMP 40's, so that was the weapon whose sights she was looking down as her eyes scanned the room. Five people. Four SUVs.Rachel went next with me right behind her. My SD's precautions turned our guests from a rather annoyed-casual to alert-angry. Standing with our two standard Mercedes GL550's was Wiesława of House Živa. A sole guardian indicated to me that an ass-kicking was in the offing elsewhere. The Golden Mare, Saint Marie was gathering the Havenstone Security Detail for some purpose, which meant she could only spare one more warrior for me.I was fine with that. Not only did I feel bad about denying her the four ladies I had, I knew we were going into this global conflict outnumbered and out-financed. The Seven Pillars had gotten at least one blow in by striking at the Amazon summer camp. I had every reason to believe other unexpected attacks had occurred all across the globe.In the closest black Tahoe SUV (didn't anyone use sedans anymore?) were two men in modestly tailored, off-the-rack suits. One with buzz-cut gray-white hair, was closer to fifty than forty, was as tall as me (a bit over six feet) and close to my weight and build. That guy was pissed off.His partner was smaller (5ft 10in.) and lighter. He was also cocky with that 'I know more than you schmucks' air about him. Beside the farther SUV, a Range Rover (black, of course, I swore in that moment that if I ever got to have my own fleet of House Ishara SUV's, I was going with baby blue, just to fuck with people's heads), were two other men, one cultured and the other a bad-ass.
Friday was a mixed bag for Europe's and America's main indices, but they still saw gains on the week. The Munich Security Conference gained more attention than usual as the world awaits a solution for Ukraine. As of Friday it seemed that Ukraine and Europe would be left out of negotiations to end the war, but since then US Secretary of State Marco Rubio has said that both Ukraine and Europe will be part of any ‘real negotiations'. In Asia, Japan's GDP has risen a surprising 2.8% year-on-year, well above expectations, and China's President Xi Jinping has met with Chinese entrepreneurs at a symposium, signalling his support of the private sector. Mensur Pocinci, Head of Technical Analysis, provides his perspective on China's tech rally as well as his assessment on the Swiss franc.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Bernadette Anderko (Investment Writing)07:33 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis)10:17 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
Simon Chen has a heart to train evangelists in Asia. He lives in Taiwan and leads Asia Revival Ministry, which aims to train and equip Chinese evangelists to prepare for a "great harvest" in China and other Chinese-speaking nations. Today on the Evangelism Podcast we discuss what God did on one of his recent outreaches in Japan. We talk about the cultural differences in Asia compared to other regions of the world . In Asia people are more reserved and shy about evangelism and it is important to train them and to restore their identity in Christ.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S housing data and earnings from the EV maker Rivian. In the UK – a look at upcoming German elections. In Asia – a look ahead to earnings from Alibaba and economic data in South Korea. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S housing data and earnings from the EV maker Rivian. In the UK – a look at upcoming German elections. In Asia – a look ahead to earnings from Alibaba and economic data in South Korea. See omnystudio.com/listener for privacy information.
US inflation rose 0.5% in January, beating expectations. The market reacted with rising yields but unlike previous months, US equities held up and the USD failed to rally. In Europe, stocks rose slightly, helped by strong earnings from several large companies. European equities are pointing higher again today, with the focus now on the Ukraine peace talks. In Asia, stocks in Hong Kong and Japan gained ground on improved sentiment and lower oil prices, rounding out a significant 24 hours in global financial markets. Norbert Rücker, Head of Economics and Next Generation Research, gives a world tour of the energy markets and offers his initial thoughts on the Ukraine news, noting that it comes as no surprise.00:00 Introduction by Bernadette Anderko (Investment Writing)00:35 Markets wrap-up by Mike Rauber (Investment Writing)07:18 What's interesting in Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)12:39 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.
Global shares decline amid concerns over potential tariffs from President Trump. The CAC 40 in France falls 1.6%, while Germany's DAX decreases by 1.5% and the FTSE 100 in Britain drops 1.3%. U.S. stocks show anticipated declines, with Dow futures down 1.2% and S&P 500 futures sliding 1.5%. In Asia, Japan's Nikkei 225 loses 2.7%, the S&P/ASX 200 in Australia declines 1.8%, and South Korea's Kospi decreases by 2.5%. Analysts expect increased market volatility due to potential trade conflicts. The tariffs may disrupt global trade flows and raise operational costs. SoftBank Group's shares rise 0.5% due to a joint venture with OpenAI, despite concerns about AI investments. President Trump plans to impose tariffs of 25% on imports from Canada and Mexico, and 10% on goods from China, effective Tuesday. Canada and Mexico announce retaliatory tariffs. The U.S. Federal Reserve maintains its interest rate amid trade policy uncertainties. In energy, U.S. crude oil increases to $74.29 a barrel, and Brent crude rises to $76.71. The U.S. dollar strengthens against the Japanese yen, while the euro decreases in value.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.
It's been another big week, with the news on DeepSeek rattling global equity markets, led by the tech sector. The Fed's on-hold decision came and went as expected, however we have made an important change to our Fed forecasts. Coming up, the US employment report will be key to watch, alongside hints on whether tariffs will soon be implemented. Elsewhere, we have the BOE decision where a cut is widely expected, while activity data in Europe could again remain weak. In Asia, the spotlight is on India with a likely pivotal central bank decision on tap, just a few days after the government's FY26 budget was unveiled. Chapters: US (02:12), Europe (08:02), Asia (12:21).
On this episode of the Scouting For Growth podcast, Sabine VdL talks to a panel of global experts to explore the bold new frontiers shaping insurance technology in 2025 and beyond, including microinsurance in Africa, digital disruption in Latin America, the evolving tech scene in the US, Asia, Europe and the UK. KEY TAKEAWAYS AI cannot just be something we add on top of existing infrastructure, there needs to be some re-work to integrate it into existing infrastructure. Foundation for AI scalability and security (not as a bolt-on) will be a big trend. The second thing is generative AI that’s across ecosystem. There is a trend emerging and growing in InsurTech in Europe at least around emerging risks. 20% of all the deals done in 2024 were around that specific topic. Most of the startups in this area are in the pricing/underwriting part of the value chain. There is a need for these with emerging risks that didn’t exist (or weren’t as prevalent) in the past, such as climate change or electric vehicles. In Asia, especially South-East Asia, the markets are way more green field than they are in the US. Here, embedded insurance and ecosystem integration are a really big deal. As people get onto external ecosystems outside of their own they want to embed insurance in them across sectors. We don’t think insurance just in the insurance space is enough. There’s a lot of brain drain in Africa where skilled professionals are leaving the continent. But the paradox of that is that there’s a lot of influx onto the continent. The questions is: Where exactly do the opportunities lie? There’s a lot of grown happening in the emerging communities where companies are developing the mindsets and capacities to transfer risk in all kinds of insurance, not just life. BEST MOMENTS ’95-97% of the economy in Asia is driven by SMEs, and 75% of employment is in the SME sector, and it’s wildly underserved from an insurance perspective. It’s a massive opportunity.’ ‘Accessibility possibilities that the technology and maturity curve provides in emerging markets, especially, is quite exciting because it’s making insurance sustainable, affordable, and reaching more people.’ ‘The population where I live is very young, they were the first penetration for insurance here and, unlike the rest of the world, they’re deeply unconcerned about data privacy, they’re willing to trade their data access for convenience, better products and more personalisation.’ ‘Don’t only stick to the regulations timeframe, keep an eye on what entrepreneurs are building because the market can move faster than the regulations.’ ABOUT THE GUESTS Florian Graillot (covering InsurTech Europe) Hilario Itriago (covering InsurTech LATAM) Lisa Wardlaw (covering InsurTech USA) Michael Waitze (covering InsurTech Asia) Tunde Salako - Africa InsurTech (covering InsurTech Africa) ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook TikTok Email Website
Markets have had a busy week as we approach the Chinese New Year of the Wood Snake. The US Dollar index started to move lower after President Donald Trump appeared to soften his stance on China. Meanwhile, the US economy remains robust, and US equities are jumping on earnings wins by the most since 2018.In Asia, the Bank of Japan raised interest rates by 25 basis points to 0.5% on the back on domestic wage pressures and core inflation which remains firmly above the 2% target. Over in Singapore, the Monetary Authority of Singapore eased monetary policy for the first time since 2021.This episode is presented by Magdalene Teo, Head of Fixed Income Asia at Julius Baer.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia - a preview on whether Donald Trump will make good on his threats toward China. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia - a preview on whether Donald Trump will make good on his threats toward China. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV sector and what comes next in the U.S, Nippon Steel saga. See omnystudio.com/listener for privacy information.
S&P futures are indicating a higher open, up +0.28%. Asian equities posted gains almost across the board in a quiet Monday session. European markets opened softer this morning but are gaining traction. In Asia, Honda and Nissan are set to begin integration talks, with plans to create a holding company and finalize the merger by 2026. In Europe, UK Q3 GDP was revised downward to show no growth q/q, while business confidence surveys pointed to steep declines in private sector activity in early 2024. Companies Mentioned: News Corp, Arm Holdings, TikTok, Alphabet
S&P futures are indicating a higher open, up +0.41% as markets attempt to recover from yesterday's sharp selloff following the Federal Reserve's hawkish tone on rate cuts for 2025. Asian markets closed broadly lower today, and European markets are recording sharp declines in early trades. In Asia, the Bank of Japan left rates unchanged as expected. In Europe, the Riksbank cut rates by 25 basis points and signaled potential further cuts in the first half of 2025.Companies Mentioned: General Mills, Sonoco Products, Apple, WM Technology
S&P futures are indicating a slightly higher open, up +0.11% as investors await the Federal Reserve's rate decision later today. Markets expect a 25 bps rate cut, with keen attention on the accompanying dot plot and Chair Powell's commentary, particularly regarding the Fed's outlook for 2025 rate adjustments. In Asia, Nissan and Honda are reportedly in merger talks, accelerating due to interest from Hon Hai Precision. European focus is on UK inflation data, with headline CPI accelerating in November as expected, though core and services inflation surprised on the downside. Companies Mentioned: Nissan, Honda, Cousins Properties, NeuroMetrix
Our South Asia Energy Analyst Mayank Maheshwari discusses the main drivers behind a shifting electric power landscape in his outlook for Asia energy.----- Transcript -----Welcome to Thoughts on the Market. I'm Mayank Maheshwari, Morgan Stanley's South Asia Energy Analyst. There's been an investment surge in renewable energy – to field the world's rising demands for energy and power. With a new White House administration, however, there are questions about its future. Today I want to dig into the profound shifts impacting the production and consumption of power in Asia.It's Wednesday, November 20, at 9pm in Singapore. The world consumed 25 trillion units of power last year and Asia accounted for about half of that. Asia demand is booming like the rest of the world, and power consumption is at a tipping point. We forecast global power consumption will grow 26 per cent faster through 2030 than in the last decade. Somewhat similar to the US, we are actually seeing tightness in Asian power markets in coming years as well. But even today countries like India, Singapore, and increasingly Malaysia are seeing power demand grow at 1.5 to 2x faster than pre-COVID levels. So, what's driving this rapid growth? Outside of the residential power demand, growth is driven by GenAI datacenters, re-shoring of manufacturing facilities, there are new semi-conductor investments that are coming through, and expanding new energy supply chains itself are actually adding to the tightness. Importantly though, regional differences in clean power costs and demand are stark. In Asia, power prices have steadily risen. Multiple regulators are acknowledging the tightness by extending the life of coal plants, building new gas and coal facilities, and even restarting nuclear power generation capacity – as clean power alone cannot by itself handle this surge in demand. Interestingly though, the cost to produce clean power has declined pretty rapidly in 2024 to below-trend levels after a period of significant inflation we saw post-COVID. On average, solar panel prices in Asia declined 50 per cent, and the cost of onshore wind declined 10 per cent – with energy storage costs deflating by a third to levels not seen in the past five years. However, this cost deflation has been a lot more uneven across regions, with the US and Europe seeing much smaller declines due to tariffs and other supply bottlenecks. Asia is hence seeing significant inflection in the economics for power generation companies, especially in South Asia, which had lagged China capacity adds over the last several years. Part of the deflation in the clean power supply chain comes from even the capacity overbuilds that we are seeing in geographies that are looking to build their own clean power supply chains. Regions such as India and Southeast Asia, where clean power demand is growing very quickly, are adding to the glut in capacity on clean power supply chains that we have already seen in China.Amid all the clean power developments in Asia, COP29 announced a[n] updated climate goal. The UN climate conference being held in Azerbaijan this year aims for a 59 per cent to 67 per cent reduction in economy-wide greenhouse gas emissions by 2035. That's the clean energy update from Asia for now. Listen in tomorrow, as my colleagues engage in a conversation about the impact of the US election results on the sector.Thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.