While most of the earnings cues that have historically mattered for stock prices remain poor, the consensus bar has been lowered to single-digit growth expectations, and cyclical sector growth is still expected to outpace defensives this year.
How did Xiaomi — a manufacturer of cheap smartphones and budget appliances — create one of the most desirable vehicles in China in just three years? And can the company continue to deliver on high investor expectations and stand out from its competitors...
Big tech titans like FAANG dominated investing for two decades with growth and returns. Now, global changes demand focus on tensions, supply chains, and security.
This special edition of Data Spotlight explores how research data, such as supply chain insights and geographic segment fundamentals, can support company analysis amid macro events such as changes in tariff policy.
In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence’s global head of credit strategy spoke to Head of Credit LDI at Generali Asset Management Amir Fergani to discuss a range of topics.
The first 100 days of Donald Trump’s administration reveal a departure from historical norms. The Liberation Day tariffs highlight a shift from global cooperation toward self-reliance. Arguably, defense and security represent a more critical development than...
