Public pressure directed at Netflix regarding its board composition arrives as the company seeks to acquire key entertainment assets from Warner Bros. Discovery. Large transactions of this scale require regulatory approval, which inherently places them within the political sphere
Safe-Haven Flows: As equities sold off, bonds rallied and gold and silver prices climbed. The dollar weakened against traditional safe-haven currencies like the yen and Swiss franc. These cross-asset moves are often more informative than any single index decline.
Dow Jones Industrial Average Hits 50000 for First Time.
This is one of those headlines that sounds historic, but raises more questions than answers.
What’s being priced in about policy that hasn’t actually happened yet?
Does this say more about stocks or about the dollar?
@twinkling_FaH@NYCMayor The fatal shooting of Alex Pretti by federal agents in Minneapolis has intensified calls for accountability and independent investigation. An impartial review of use-of-force policies and the facts is important as protests continue. @twinkling_FaH
If this tactic sticks, expect:
- More "temporary" trade threats.
- More off-balance-sheet enforcement
- Less direct confrontation, more proxy pressure.
This is how power scales quietly.