/u/marketrent's posts
“I am not concerned that, at this moment, we are in a recession — no one should be in panic mode today, though it appears some might be”: Claudia Sahm
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Australia: Markets don’t believe the central bank’s warning on rates — “I don’t believe for one second they seriously considered a hike. They would blow the economy sky-high if they hiked, and they know it.”
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Mercer Superannuation to pay $11.3m to settle ASIC case alleging misleading ESG claims — “The contraventions admitted by Mercer are serious”: Horan J
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Why bond yields matter for equities — Investors taking a bet on global equities are very reliant on profit forecasts for a handful of companies
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Australia: Car repossessions surge to 13% over past six months and 11% over last quarter, signalling financial distress — Arrears “likely to stay elevated due to ongoing pressures from inflation and stagnant real wage growth”: Fitch
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Post-Covid 27 per cent rent increases attract foreign asset managers — Brookfield, Apollo partner see student housing as a hedge against inflation
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India exempts state-run firms from meeting public shareholding norms for two years until August 2026, according to a document seen by Reuters
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Intel to cut 15% of workforce, with layoffs to impact roughly 17,500 people — “I need less people at headquarters, more people in the field, supporting customers”: CEO
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