MasterFeeds: 2025

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Apr 25, 2025

Apr 22, 2025

IMF cuts Latam, Caribbean 2025 GDP growth estimates

IMF cuts Latam, Caribbean 2025 GDP growth estimate | Reuters
A view of the skyline during a sunset along Reforma Avenue in Mexico City

Trade worries, tariffs lead the International Monetary Fund to forecast 2025 LatAm & Caribbean GDP growth to slow to 2.0%, down from January's estimate of 2.5%, vs. 2024's 2.4%.

Mexico's expected contraction in 2025 accounts for most of the IMF's estimate for a slowdown.

Mexico's economy, strongly intertwined with the US, is forecast to contract 0.3% this year, vs. a previous 1.4% expansion, as U.S. tariffs bite into exports.

Brazil, region's largest economy, seen slowing to 2.0% from January's forecast of 2.2%.

Argentina's growth continues at 5.5%, an uptick from the 5% expansion seen in January. 

Colombia, Chile and Peru seen growing 2.4%, 2.0% and 2.8%, respectively.

Central America: 3.8% GDP growth this year, slightly slower than the 3.9% rate in 2024, while the Caribbean is seen decelerating to 4.2% in 2025 from last year's 12.1%.

The IMF cut its view of global economic growth in 2025 to 2.8% from 3.3% in January as the U.S. lifted tariffs to the highest in a century. The fund cut its growth view on most single countries.

Reporting by 

See the whole story here: https://www.reuters.com/world/americas/imf-cuts-latam-caribbean-2025-gdp-growth-estimate-2025-04-22/

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Apr 15, 2025

$GS highest quarterly revenue haul on record in Q1 2025

$GS Goldman Sachs Group Inc.’s Equity-trading revenue rose 27% YOY to $4.19 billion in Q1 2025— its highest quarterly revenue haul on record, following $JPM JPMorgan Chase & Co. and $MS Morgan Stanley who also notched record stock-trading hauls for the period. This after a record 2024 for Goldman when it lifted equity trading revenue by ~50%.


The banks are riding a wave of volatility that’s roiled financial markets triggered by a potential global trade war emerging.


See all US Bank Earnings:

Apr 3, 2025

Equity futures sink, gold rises after Trump imposes tariffs

  • Gold gains ground on safe-haven flows
  • Treasury yields fall while U.S. dollar loses ground
  • Trading choppy after Trump tariff announcements

Equity futures fell on Wednesday after the U.S. market close while safe-haven gold and bond prices rose as investors worried about U.S. President Donald Trump's announcement of 10% tariffs on all imports, with much higher rates for some trading partners.

S&P 500 E-minis stock futures initially rose after Wall Street indexes closed the regular session higher, but then lost ground as Trump went into detail about his tariff plans in a White House Rose Garden event.

S&P 500 futures ES1! fell 1.6% as Trump spoke while Nasdaq futures NQ1! fell 2.4%.

Trump, who has referred to Wednesday as "Liberation Day", outlined a range of levies for different countries including

Mar 25, 2025

Saylor’s Strategy $MSTR Selling Strife to Investors



Saylor's Strategy, and the trouble with Strife


Saylor's latest scheme's name, may say it all!  It's called Series A Perpetual Strife Preferred Stock!


As Alphaville says,


"Strife"? "Perpetual Strife"? Matt Levine at Bloomberg had initially suspected a typo when he read it, but 23 references in the document suggest not. Maybe it's an inside joke — the kind of thing that sounds clever at 5am at an after-party. Or perhaps it's an unwittingly honest nod to the drama surrounding the company's relentless bitcoin accumulation.


For one, it's not your typical (Micro)Strategy dilutive equity issuance; unlike the perpetual strike preferred securities ( $STRK ), it is not convertible into common stock.


So it's just strife for you!

Feb 11, 2025

(More than a) Fairlife, Some would say they're Milking it

Coke paid about $1 billion in 2020 to buy the majority 57% stake in the Fairlife Milk JV formed in 2012, and agreed to performance-based payments through this year, initially estimated at $320 million. 


The final tally is expected to be $6 billion, a projection that surged 275% in the past two years, and will boost the Fairlife price tag to about $7.4 billion over five years —making it the largest brand acquisition in the company's 133-year-old history.


See the story on Bloomberg here: https://www.bloomberg.com/news/features/2025-02-10/coke-owned-fairlife-milk-is-soda-giant-s-fastest-growing-brand?



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Feb 9, 2025

Era of Free Money Comes to an End for Japan

Rising interest rates, sustained inflation and potential wave of wage increases this spring are fueling relentless sell-off in Japan's government debt, bringing 10-year Japanese government bond yields to 1.31% Friday, after this year's rise of 0.21 percentage points, and a big jump in 2024.

Core inflation in December rose 3%—fastest annual pace in 16 months.

"[For Japan] inflation is for real this time," said James Novotny, an investment manager at Jupiter Asset Management.

Speculation is intensifying that the BOJ could raise rates in July and that the terminal rate might be higher than 1 per cent currently expected. —You can be sure it will be!

See the article in the FT here:

Japan's borrowing costs soar to 14-year high


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Feb 2, 2025

“I Was Hounded, Day In, Day Out.”


Alice Nderitu, @UN’s former special adviser on the prevention of genocide, on her contentious tenure.

It’s instructive that this never happened for any other war. Not for Ukraine, not for Sudan, not for D.R.C. [Democratic Republic of Congo], not for Myanmar,” she says. “The focus was always Israel.”

“I Was Hounded, Day In, Day Out. Bullied, hounded, with protection from nobody.”

Read the full interview on AirMail here:

Jan 30, 2025

Hamas’ propaganda brainwashing has done its trick


The “narrative” has changed for Hamas now that there’s a ceasefire. They no longer need to be the "victim". Now, it’s all about projecting strength.

Some thoughts from Andrew Fox on the current situation in Gaza and what we may expect from Hamas going forward.

The IDF & Gaza

"Why the sudden change? Why do Hamas no longer care what the world sees?

Jan 27, 2025

DeepSeek Buzz Sends Tech Stocks on Track for $1 Trillion Wipeout

Darling AI chip producer Nvidia Corp., whose shares soared ninefold in the past two years making it the highest-valued company in the world, was at one point looking at an 11.5% drop in their shares in the premarket, zapping ~$350 billion in market value. It's recovered a bit since. Let's see what the opening brings.



See more here:


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