Top Tweets for #NBBlog
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia. Read more in YT Boon's new #NBBlog linked below.
https://t.co/CVCeYdS22D
NDA has retained power with a reduced majority, sparking concerns over potential policy shifts. We remain cautiously optimistic and expect the executive-led reforms to stay on track writes Prashant Singh in the new #NBBlog.
https://t.co/gsKIWHffMr
A recent wave of emerging-market sovereign defaults is getting closer to resolution, providing further support to the asset class says Kaan Nazli in his new #NBBlog linked below.
https://t.co/u9OgnvkJKu
The spectre of Commercial Real Estate continues to haunt banks but in our view is not systemic in nature. Read more about Euro CRE in Badis Chibani's latest #NBBlog
https://t.co/H6MiheGf7g
Amid shifting #market narratives on inflation, central #bank policy and volatility, read more about what could be especially important this year in #euro #investment grade credit in Victor Grigore's new #NBBlog.
https://t.co/MBZzJe12TW
#Investors have cheered as #Japan continues to emerge from its deflationary doldrums. We believe there’s more room for the bulls to run. Find out why in our latest #NBBlog from Fumi Kato, Ph.D. https://t.co/39Y9jFQPhs
Find out how rising delinquencies and tightening lending standards could affect subprime #consumers—and #investors in the new #NBBlog by Brandon Mulroe https://t.co/Enn6O3jp3I
Recent consolidation in the #energy #sector has been credit-friendly, but #future activity may be more mixed for #bondholders. Learn more on Kelly Weber's #NBBlog. https://t.co/WlcE7g4zRG
Shunned by #tech-enamored #investors this year, find out what relatively staid #sector could be a #safe haven in an overdue market correction in Ron Silvestri's latest #NBBlog. https://t.co/wgPCiQcyBH
Might it be time for #investors to focus less on what #consumers want and more on what they need? Jacob Gamerman asks that and more in the new #NBBlog linked below. https://t.co/o3c4cavd0R
The significant concentration of #market #returns is creating #opportunity for #alpha capture as #investment styles quickly shift in-and-out of favor. Find out more on #NBBlog. https://t.co/POPucB8TaO
With the exit doors still stubbornly shut, we are observing more #privateequity firms selling minority stakes in quality holdings to generate #cash and return #capital to LPs. Read more in Ty Black's latest #NBBlog #alternatives #blog #NB #PE
https://t.co/HauuMOHRGO
#ChatGPT was just the start. As #technology companies pour #billions into #AI development, achievements that seemed unimaginable not long ago may be much closer at hand. Find out more on #NBBlog. https://t.co/a30rRBddth
Explaining #LatinAmerica’s winning season: What have we seen in local #rates and #FX #markets? Find out in Billy Lang’s new #NBBlog. #LATAM #FXmarket #fixedincome https://t.co/7NfWaFxPRh
The #Australian #centralbank’s recent decision to raise its overnight #rate to 4.1% surprised many economists and the #markets. Read our take in Karol Sindera's #NBBlog.
https://t.co/a0ZCFZIN3t
Core #inflation remains stubbornly high. Find out our views on the #CPI and #coreinflation in our latest #NBBlog by Joseph Purtell. #newpost https://t.co/h4j5OaE69F
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