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Hoy miramos a Rheinmetall, Hensoldt, Unilever, Societe General, Bureau Veritas y Galp de la mano de Araceli de Frutos, asesora del fondo Alhaja Inversiones.
Bugün Merkez Bankası Para Politikası Kurulu'nun (PPK) faiz kararını göreceğiz. Bir önceki toplantıda PPK 500 baz puanlık artış yaparak politika faizi olan bir hafta vadeli repo ihale faiz oranını %30'dan %35'e yükseltmişti. Ayrıca karar metninde de faiz artışlarına devam edeceğinin sinyalini vermişti. Bugün de PPK'nın faiz artışı yapmasını bekliyoruz. Genel beklenti PPK'da 250 baz puanlık faiz artışı yapılacağı yönünde. Böylelikle politika faizinin %37,5 seviyesine yükselmesini bekliyoruz. Yani faiz artış hızında bir yavaşlama söz konusu olabilir. Morgan Stanley'in hazırladığı bir notta bu yavaşlamaya gerekçe olarak şu cümleye yer verilmiş: “Büyümede ılımlı bir ayarlamaya yönelik politika tercihi ve parasal aktarımdaki gecikmeler göz önüne alındığında, TCMB'nin artış hızını azaltması ve birikimli sıkılaştırma adımlarının ekonomik aktivite ve enflasyon üzerindeki etkisini değerlendirmesi muhtemel.” Ayrıca Morgan Stanley Aralık'taki PPK'da da 250 baz puanlık faiz artışı yaparak TCMB'nin yıl sonu politika faizinin %40 olmasını beklediklerini ifade ediyor. Diğer yandan Societe General de Kasım'daki PPK'da 300 ve Aralık'takinde ise 200 baz puanlık faiz artışı beklediklerini raporlamış durumda. ING'nin ekonomistleri de önümüzdeki iki PPK'da 250'şer baz puanlık faiz artışı beklediklerini kayda geçirmiş. Her iki kurum da TCMB'nin yılsonunda politika faizini %40'a getireceğini düşünüyor. AA Finans'ın anketine katılan ekonomistler de Kasım toplantısında politika faizinin 250 baz puan artırımla %37,5'e çıkarılacağını bekliyor. AA Finans'ın anket sonuçlarına göre diğer kurumlarla benzer şekilde yılsonu için politika faizi beklentilerinin medyanı %40. Peki neden %40? Bu soruyu sormamın nedeni TCMB'nin 2024 yıl sonu enflasyon tahmini yukarı yönlü güncellenmesine rağmen politika faizi beklentisinin %40'ta sabit kalmış olması. Peki birkaç ay önce beklenen enflasyona göre %7'lik pozitif reel faizi fiyatlayan ve isteyen piyasalar bu aydan itibaren neden %4'lük bir pozitif reel faize ikna oldu? Hatırlayacağınız üzere 2 Kasım'daki yılın son Enflasyon Raporu'nda TCMB 2024 yılsonu enflasyon tahminini %33'ten %36'ya revize etmişti. Yani beklenen enflasyon yukarı yönlü güncellendi. Hâl böyle olunca beklenen enflasyona göre pozitif reel faiz beklentisi bu yılsonu için %7'den %4'e düşmüş oldu. Zira enflasyon tahmini %33 iken de yılsonu politika faizi beklentisi %40'tı. Bana göre buradaki beklentilerde izaha muhtaç bir durum var. Hatta daha evvelki yazılarımda da belirtiğim üzere bu beklentilerin nasıl oluştuğuna dair de bir izah gerekli. Çünkü TCMB'nin politika faizi ile ilgili (bizim bildiğimiz) hiçbir sözlü ya da yazılı yönlendirmesi yok. Dahası TCMB enflasyon beklentilerini de bir önceki rapor dönemine kıyasla yükseltmiş durumda. Bu durumda (ortodoks politika önermesine göre) politika faizindeki artış hızının azaltılmasının mantıklı bir izahının olmaması lazım!
The editorial team look at bank messaging in the latest episode of Euromoney's podcast The Benchmark. How do firms effectively get their story across to the various constituencies that they need to – be it employees, investors, customers and the broader public? Recent messaging from Citi and Societe General provides food for thought. Messaging around sustainable financing is another challenge, as banks navigate the ESG-backlash and growing questions over the structure and metrics of some of these deals. And in Asia, we discuss the opportunity for banks as supply chains evolve and diversify across the region and beyond.
En esta primera hora de Cierre de Mercados, vemos las claves de la negociación en Wall Street. Las valoramos e interpretamos con Antonio Castelo, de iBroker. Con él, también hacemos balance de una semana. Todo apunta a que bolsas europeas la despiden en verde. Suben el viernes después que los optimistas resultados de Richemont pusieran de relieve la fortaleza del sector del lujo. Todo mientras los inversores evalúan los datos de inflación de Francia y España en busca de pistas sobre los planes de subida de tipos de interés del Banco Central Europeo. Movimientos de tipos de los que siguen pendientes los bancos. Hoy, el europeo protagonista es Societe General. La entidad francesa supera estimaciones al compensar el comercio de bonos la caída de negocio minorista. Nombres propios en mercado nacional son varios. Meliá cae tras un presentar Ebitda en el primer trimestre que no alcanza previsiones. Protagonistas también infraestructuras. ACS aumenta beneficios un 20% al dispararse sus ventas en Norteamérica. Ferrovial sube tras aumentar ganancias y facturación en el mismo área. En otros mercados, dólar se encamina a su mayor subida semanal desde febrero. Precios del petróleo se estabilizan, ya que déficit de suministro contrarresta los temores por la demanda. Y cotización de oro cae por tercera sesión consecutiva, lastrado por dólar y rendimiento de bonos. La actualidad económica la contamos en Expansión y Ciclo. Y cerramos la hora con gráficos en Pistas Técnicas.en Expansión y Ciclo. Y cerramos la hora con gráficos en Pistas Técnicas.
#realestate #blockchain #web3 Tune in to this episode of the Security Token Show where this week Kyle Sonlin and Herwig Konings talk about the new blockchain education course for real estate entrepreneurs! Kyle's Company Of The Week: Templum: https://www.thesishotelmiami.com/ Herwig's Company Of The Week: Societe General: https://news.bitcoin.com/frances-3rd-largest-bank-societe-generales-subsidiary-obtains-registration-as-digital-asset-service-provider/ = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ All articles that were discussed were sourced from https://STOmarket.com/news Check out our medium blog for more news! #STSTOP5 Articles of the Week Templum: https://www.trustnodes.com/2022/10/19/tokenized-real-estate-registers-as-a-security INX One: https://finance.yahoo.com/news/inx-one-facilitate-hollywoods-first-180900052.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJAxsdGMvVloiXidUQGxDBJiJMH5OCgS-k6YIEmLa6bGpE9YhuTAVPH2UKIgF1FL7sPwC046YZR5YCzFvuTL1Pl3gRhYVkWf_QaYQu7ZDj-p5b_Wk-mF2Z3v6QCueipsMorX42Ngq8cmfMA0z2qjnmeM2D4YC9NYXSj5WspTjq6t SEC: https://coingeek.com/us-senator-attacks-sec-digital-asset-regulatory-approach/ FTX: https://www.proactiveinvestors.com/companies/news/995678/ftx-securities-probe-threatens-voyager-digital-acquisition-995678.html Digital Prime: https://www.prnewswire.com/news-releases/digital-prime-technologies-subsidiary-obtains-finra-broker-dealer-membership-301634514.html Industry Updates Deutsche Borse D7 Platform: https://fintechnews.ch/fintechgermany/deutsche-borses-d7-platform-performs-its-first-digital-securities-issuances/55710/ Clearstream: https://www.crowdfundinsider.com/2022/10/197243-clearstream-other-market-participants-go-live-with-digital-securities-issuances-in-germany/ Berner Kantonalbank & SIX Digital Exchange: https://mondovisione.com/media-and-resources/news/berner-kantonalbank-to-join-six-digital-exchange-and-issue-private-participation/ Fintech Festival: https://www.businesswire.com/news/home/20221020005736/en/Securities-Commission-Announces-Inaugural-Fintech-Festival-%E2%80%93-D3-Bahamas STO Updates & New STOs: Advent Token: https://www.newswire.com/news/advent-token-launches-as-hollywoods-first-entertainment-security-token-21852697 Tel Aviv Stock Exchange Digital Bond: https://www.benzinga.com/markets/cryptocurrency/22/10/29325899/israels-tel-aviv-stock-exchange-to-issue-digital-state-bond Market Update: https://stomarket.com/ SEC Files Charges: https://decrypt.co/110996/sec-crypto-firms-alleged-scam-gold-backed-ethereum-dig Inside The Metaverse: In-N-Out: https://cointelegraph.com/news/food-companies-secure-trademarks-to-enter-metaverse FIFA: https://beincrypto.com/fifa-virtual-ecosystem-roblox-metaverse-world-cup-qatar-2022/ Kraft: https://nftnewstoday.com/2022/10/17/kraft-applies-for-metaverse-trademark-for-iconic-weinermobile/ Interpol: https://markets.businessinsider.com/news/currencies/interpol-starts-its-own-police-metaverse-1031824212 = Check out our Companies = Security Token Group: http://securitytokengroup.com/ Security Token Advisors: http://www.securitytokenadvisors.com/ Security Token Market: https://stomarket.com InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction: New Blockchain Education Course For Real Entrepreneurs 1:51 Templum, INX One, SEC, FTX, Digital Prime | STSTOP5 5:40 Deutsche Borse D7, Clearstream, Berner Kantonalbank, Fintech Festival | STS Industry Updates 8:40 Advent Token, Tel Aviv Stock Exchange Digital Bond | STO Updates & New STOs 11:25 $15.6B Market Cap | STS Market Updates 13:30 In-N-Out, FIFA, Kraft, Interpol | STS Inside The Metaverse 15:27 Companies of The Week: Templum, Societe General 18:52 Main Topic: New Blockchain Education Course For Real Entrepreneurs
Tune in to this episode of the Security Token Show where Kyle Sonlin and Herwig Konings discuss the latest Security Token News and Insights with this week's focus on our predictions for 2022! Company of the Year: INX - https://www.inx.co/ Honorable Mention - Token Solutions, Securitize, Inveniam, Exodus, Societe General = Stay in touch via our Social Media = Kyle: https://twitter.com/kylesonlin Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ All articles that were discussed were sourced from https://STOmarket.com/news Check out our medium blog for more news! #STSTOP5 Articles of the Week INX Tokensoft: https://finance.yahoo.com/news/inx-limited-acquires-tokensofts-transfer-140000531.html Burnley INX: https://www.prnewswire.com/news-releases/alk-capital-exploring-a-digital-security-with-inx-limited-benefiting-burnley-football-club-301449631.html Robinhood: https://cointelegraph.com/news/robinhood-plans-to-launch-beta-crypto-wallets-in-january-as-hood-drops-to-17 XRP Lawsuit: https://financefeeds.com/xrp-lawsuit-make-break-ruling-ripple-ahead-conference-transcript-released/ DIGAU: https://finance.yahoo.com/news/dignity-corp-digau-token-sets-055800513.html Industry Updates Gary Gensler: https://www.sec.gov/news/press-release/2021-270 Binance & OSC: https://www.coindesk.com/business/2022/01/01/binance-held-talks-with-ontario-securities-commission-says-restrictions-on-users-remain/ SWIFT: https://www.swift.com/about-us/history LinksDAO: https://linksdao.io/ STO Updates & New STOs Apothio: https://cointelegraph.com/news/hemp-grower-crowdfunds-court-case-tokenizes-shares-in-settlement Alterra Worldwide: https://thetokenizer.io/2022/01/04/100m-security-token-offering-a-milestone-in-the-future-of-real-estate-tokenization/ ABC Fintech: https://www.globenewswire.com/news-release/2022/01/07/2363157/0/en/ABC-FinTech-is-Now-on-Wefunder-the-Crowdfunding-Giant.html Market Updates Dignity Corp: https://finance.yahoo.com/news/dignity-corp-digau-token-sets-055800513.html INX Limited & Valdy Investments: https://www.prnewswire.com/news-releases/inx-limited-and-valdy-investments-announce-receipt-of-neo-conditional-approval-for-listing-301453619.html Inside the Metaverse Boeing: https://www.extremetech.com/extreme/329855-boeing-wants-to-design-planes-in-the-metaverse Meta: https://www.reuters.com/business/media-telecom/exclusive-facebook-owner-is-behind-60-mln-deal-meta-name-rights-2021-12-13/ Decentraland: https://medium.datadriveninvestor.com/decentraland-should-you-still-invest-in-the-metaverse-7310d8fcb930 Instagram: https://www.yahoo.com/now/instagram-currently-exploring-nfts-ceo-183537502.html#:~:text=Instagram%20CEO%20Adam%20Mosseri%20has,enter%20the%20budding%20NFT%20industry = Check out our Companies = Security Token Group: http://securitytokengroup.com/ Security Token Advisors: http://www.securitytokenadvisors.com/ Security Token Market: https://stomarket.com InvestReady: https://www.investready.com
A new Episode of the Serie "Executive Exponential Leader" in the unique AI Chanel of Trust by AI Exponential Thinker. Our Guest is Gianluca Soma, The Head of International Retail Banking for Europe & Group Country Head for Russia at Societe Generale. He is an Executive Member of Societe General Group Management Committee Dr. Lobna Karoui is pleased to welcome Gianluca Soma in this new podcast episode. Dr. Lobna Karoui is an Executive AI Strategy Growth Advisor and Exponential Digital Transformer for Fortune 500 & CAC40 with two decades experience in building AI products and services for millions of users. She is the president of AI Exponential thinker with a target to inspire and empower 1 Million young boys and girls, horizon 2025, about Trust Technologies and AI Opportunities. She is an international Speaker and interviewer recognized as an AI Expert by Forbes, Bloomberg and MIT. Follow us and subscribe www.aiexponentialthinker.com or via contact@aiexponentialthinker.com to interact with our Guests, meet great speakers and mentors from great companies such as Amazon, WEF, Harvard and more
Helene Grosbois started working for the finance industry (Societe General and Natixis) in Paris and Hong Kong. Realising about climate change, she transitioned to lobbying activities for NGOs, such as WWF and Finance Watch, created by Pascal Canfin. Since May 2019, she “transitioned” to an autonomous neo-rural living in the Morvan region in France. With Helene, we talked about her “ecophany” realising the urgency of tackling climate change to its roots, her motivations to live the “degrowth way”, the challenges she faces, and her views on climate change adaptation and paths of action. For all the references mentioned in this episode: http://gosimone.org/degrowth/episode-8-helene-grosbois-on-embracing-the-degrowth-way-of-life/
Stephen McKeon is a Partner at Collaborative Fund, a SF/NY venture fund investing in blockchain-based financial infrastructure with an eye towards the future of our financial markets. Stephen is also a finance professor at the University of Oregon and one of the sharpest thinkers in the security token space. Previously, Stephen joined Derek on Security Token Stories Episode #2 to chat about his “Security Token Thesis” paper and how security tokens will dominate previous methods of reporting and trading ownership through a number of killer features that security tokens and distributed ledgers enable. In this conversation, Stephen and Derek build on that episode by taking a look back at the security token industry in 2019, trends that Collaborative Fund is seeing in the decentralized finance and DAO spaces, and how all these new areas of interest may intersect with security tokens and traditional finance in 2020 and beyond.
Paul Bodnar and James Mitchell of Rocky Mountain Institute sit down to talk about the launch of the Poseidon Principles and just what this means for the shipping industry and for global climate impacts. For the last two years, James has been working with leading financial institutions to develop the Poseidon Principles, the world's first climate alignment agreement for financial institutions. These principles establish a simple, transparent way to integrate climate considerations into lending decisions to incentivize shipping's decarbonization. The Poseidon Principles officially launched today with support from Citi, Societe General, DNB, Danske Bank, and many others.
Pričale smo o različitim poslovima na kojima radi i šta je to što ih povezuje. Kako je od sportskog novinara postala Cool Hunter? Zamislite je sad samo kao urednicu magazina Coca Cola Journey. Zatim kao kreatora sadžaja za interne i eksterne komunikacije Societe General banke. Zatim tu je i njen zadatak na Webiz-u, koji se ogleda u odabiru tema i način na koji će se o njima razgovarati, kao i odabir govornika koji će predstaviti temu. Dalje, urednica jedne od Finesinih biblioteka... Ako do sad niste čuli za Curiosity Chat, sada je prava prilika da pogledate o čemu se radi i kakve ljude Aleksandra poziva da podele sopstvene priče. Posebno je interesantna priča o nedeljnom newsletteru koji kreira i šalje svake nedelje u 9h :). Koliko joj je taj newsletter doneo klijenata i određenih poslovnih prilika. Zašto je postala freelancer kad je već imala posao? Na sva ova i još mnogo, mnogo drugih pitanja odgovorila je na svoj analitičan način, zbog kog mi je jasno zašto je radoznalost postala njena mantra i stil života.PDF sa savetima za multiponecijaliste preuzmi na nikolinaandric.com/37pdfClick to view: show page on Awesound
"The idea that a person has to be a qualified investor to get access to this type of investment is just ludicrous to me." (Tweet) Top Traders is bringing you Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this episode my guests are Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General. Subscribe on: In This Episode, You'll Learn: How to use your management and incentive fees to compete Grants’s competitive strategy for his flat-fee product Why a robust risk management system is extremely important Who is winning the battle between the low-cost products and the traditional trend following offerings If the increased number of investors using trend following is impacting returns? How rising interest rates will affect long- and short-term trend followers The guest’s biggest takeaways from 2016 If machine learning is already being used by trend following firms? This episode was sponsored by CME Group: Connect with our guests: Learn more about Marty Bergin, owner and President of DUNN Capital Management Learn more about Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management Learn more about Mike Boss, a Director within the Capital Introductions Team at Societe General "Trend following is an absolute return strategy, but it’s never been known as a strong risk-adjustment strategy." - (Tweet)
"The problem is you have a lot of trend followers who have been around a long time and haven’t adapted their programs." (Tweet) Top Traders is bringing you Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this episode my guests are Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General. Subscribe on: In This Episode, You'll Learn: Key Insights from arguably the best Trend Follower & the best Short-Term CTA How the challenges they overcame to get to where they are today How trend followers can evolve their strategies to stay ahead The reason why some trend followers haven’t changed in decades Key insights to how Marty has allowed DUNN to stay ahead How Mike & Societe Generale sees the industry changing and it’s new opportunities Why the UCITS Directive started benefiting smaller specialized managers The challenges with short-term trading Why Crabel is strict with its capacity The research that increased Crabel’s bottom line How to ensure that CTA flagship offerings retain value over low-cost alternatives This episode was sponsored by CME Group: Connect with our guests: Learn more about Marty Bergin and DUNN Capital Management Learn more about Grant Jaffarian and Crabel Capital Management Learn more about Mike Boss and Societe General "If you’re using an algo off the shelf, there’s other algos designed to take advantage of that algo." - (Tweet)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.u0010u0010GUEST:u0010Kit Juckes, Global Head of Foreign Exchange Strategy at Societe General, on the Brexit flash crash.
This episode was recorded 15 May 2013 live and in person at The Omni Group's lovely offices overlooking Lake Union in Seattle. You can download the m4a file or subscribe in iTunes or subscribe to the podcast feed. Luke Adamson is a founder of Toy Rockets. He's a former instructor at the University of Washington's iOS and Mac certificate program and a former developer at The Omni Group (where, among other things, he helped create OmniOutliner). This episode is sponsored by Microsoft Azure Mobile Services. Does your app need online services? Syncing? Storage? Mobile Services is the easiest way to get started. Create your own APIs. Write your code using JavaScript (Mobile Services runs Node.js). Store data in a SQL database and/or in blob storage. Develop using your favorite text editor and terminal app on your favorite computer — a Mac. And never ever worry about applying security patches to a server. A trial account is free. Things we mention, in order of appearance (roughly): Gophers Idaho Meth Maze War Boise State U Nextstation UUCP HP Usenet Commodore 64 BASIC Pascal Objective-C C++ Win16 AppKit Foundation NSString University of Idaho The Omni Group Texas A&M OmniWeb OmniPDF WebObjects Lighthouse Design Diagram! Quantrix Wainscoting EOF Standard & Poor's Mitsubishi Toyota McCaw Cellular Oracle 8 Craig Federighi Bruce Arthur Solaris Sybase G4 Ireland Quake HP-UX Doom John Carmack Java BeOS Adobe PowerPC Power Computing Webscript Lisp Swing Toolkit AWT Ken Case Tim Wood Wil Shipley Greg Titus Andrew Abernathy Tom Bunch Retrospect Steve Nygard Class-dump OmniOutliner Visio Rhapsody OmniGraffle Illustrator Mazda RX-7 FrontBase Denmark Cinema Displays TiBook Everett, Washington Blue hair Sub-prime mortgages Bear Stearns Deutsche Bank Credit Suisse Internap Xserve Ubermind Deloitte Digital Societe General India iOS Jailbroken iPhones Lucas Newman
The stock markets around the world tumble as America faces prospects of recession. It does not help when banks like Societe General face losses due to rogue trading. Starbucks sees the back of its CEO as competition with McDonalds heats up. Meg Whitman passes on the baton to Danahoe. In another news, HPCL answers natures call rather literally and we wonder whether the Indian Premier league has got bigger than the game?
The stock markets around the world tumble as America faces prospects of recession. It does not help when banks like Societe General face losses due to rogue trading. Starbucks sees the back of its CEO as competition with McDonalds heats up. Meg Whitman passes on the baton to Danahoe. In another news, HPCL answers natures call rather literally and we wonder whether the Indian Premier league has got bigger than the game?