Fabio

The US stock market has never been more concentrated. Does it matter? World’s biggest game of Jenga

Top-heavy is the head that wears the crown.

on.ft.com/3W8PYzk

"German Government Tells UniCredit to Exit Commerzbank Stake"

Tutto il mondo è paese quando si tratta di sistema bancario

MicroStrategy Has Volatility to Sell Also Kiromic, fake insider betting and the optimal amount of bribery.

If you want the perfect newsletter, everything stops. Crossing the road is a risk. www.bloomberg.com/opinion/arti...

www.imf.org/en/Blogs/Art...

Fondazione Di Vittorio: "Tra 1991 e 2023 salari reali calati di 1000 euro. Negli ultimi quattro anni l'inflazione ne he fatti perdere oltre 5mila" - Il Fatto Quotidiano Intanto in Germania i salari a prezzi costanti salivano di oltre 10mila, in Francia di oltre 9.600 e in Spagna di 2.500

www.ilfattoquotidiano.it/2024/11/21/1...

Fed announces policy framework review, plans for May 15-16 conference The U.S. Federal Reserve on Friday announced plans for a May 15-16 conference and public "Fed Listens" events around the country as part of a review of its long-run strategy and approach to policymaking.

Fed's 2% inflation goal is not a focus of review
Communication, forward-guidance strategy may be discussed
Central bank's current framework was approved in 2020

www.reuters.com/markets/us/f...

www.bis.org/about/bisih/...

Oil Traders Price In Trump’s Foreign Policy as Bearish for Crude Oil’s longstanding geopolitical risk premium has evaporated as traders interpret Donald Trump’s foreign policy agenda as bearish for oil demand — and prices.

After a 2020 Iranian attack on a US base, Trump chose not to escalate despite a chorus of hawkish advisors.

Our expert @gbrew24.bsky.social says this foreshadows a govt that emboldens Israel in its campaign against Iranian proxies without supporting a direct strike.

Life out of the fast lane: Nico Rosberg turns to investing The 2016 champion is one of several former drivers to turn to the world of finance

Rosberg now has a small team of six people running his venture fund, which has turned into a full-time job for him as he manages part of the family wealth of some of Germany’s leading industrialists.

www.risknowledge.org/blog/measuri...

Autonomia differenziata: tutte le parti "illegittime" della legge secondo la Corte Costituzionale - Valigia Blu La Consulta ha ha considerato “illegittime specifiche disposizioni dello stesso testo legislativo”, elencando sette profili di incostituzionalità.

Oggi spiego i 7 profili di incostituzionalità della sentenza della Consulta sulla legge in materia di autonomia differenziata.

Chiarimenti, esempi, passaggi dei ricorsi delle regioni su ognuno dei 7 profili, per renderne più agevole la comprensione

@valigiablu.it

www.valigiablu.it/autonomia-di...

Short Squeezes Are Legal Now Also checking glitches, risk parity ETFs and Jane Street pay nondisclosure.

This newsletter is a hand with four aces in it ready to play. www.bloomberg.com/opinion/arti...

Tutto bene 😆

The world is on course to enter an era of prolonged depopulation, writes Nicholas Eberstadt. How can policymakers and citizens prepare for this new demographic order?
www.foreignaffairs.com/world/age-de...

Aveva un bond del 'Regno di Romania', 21 milioni di multa - Notizie - Ansa.it L'uomo era stato bloccato su treno per Milano nel 2017, ora la sentenza (ANSA)

[...] Ma con sè aveva anche una perizia che ne dichiarava il valore pari a 79 milioni di dollari, e dopo una serie di valutazioni, discusse nel merito durante l'iter giudiziario, si è giunti alla strabiliante sanzione perché "potenzialmente liquidabile".

Pimco is back in beast mode (for now at least)

[...] Allianz CFO Claire-Marie Coste-Lepoutre revealed that Pimco took in another €10bn in October. That means that Pimco accounts for about 42 per cent of the $201bn total net inflows seen by active, non-ETF bond funds globally over that period, according to EPFR data.

www.stlouisfed.org/on-the-econo...