🇷🇺🇦🇪#business #russia #uae
WSJ: Dubai is becoming the international hub for Russian business

⚠️🇨🇳🇺🇸#business #china #us #taiwan #geopolitics
CATL - giant Chinese supplier of electric-vehicle batteries - decided to push back announcing a multibillion-dollar US plant to supply Tesla and Ford due to tensions raised by Pelosi’s trip to Taiwan - BBG

#cars #ev #TSLA #F

🇪🇺🇺🇸#business #europe #us
WSJ: European companies are moving production to the U.S. due to high energy prices

#energy #crisis

⚠️🇺🇸#business #sentiment
Goldman: US CEO confidence = Anti-record = worse than during the 2008 financial crisis

❗️🇺🇸#stocks #bottom #us #business #sentiment #history #markets #macro
SP500 and US CEO confidence - history: extreme pessimism usually coincided with the bottom of the SP500

Goldman: U.S. CEO sentiment is now at an all-time low = worse than during the 2008 financial crisis

⚠️🇺🇸#business #sentiment #us #economy
US small-business optimism = Min over 10 years

⚠️🇰🇷#tech #business #sentiment #skorea

🇺🇸#business #us #macro
US - productivity of SP500 companies continues to grow

🇺🇸#retirement #us #business
rising interest rates may bring higher pension costs for US companies

#GNW #BHF

⚠️🇺🇸 #zombie #us #business

🇺🇸#budget #us
The White House has released a draft budget for fiscal year 2024. It projects total outlays of $6.883T and total revenues of $5.036T

Biden budget would cut deficit by $3T over next decade

In the budget, US debt to rise from 97% of GDP in 2022 to 109.8% in 2033 #debt

The budget also boosts military spending to more than $835B #military

⚠️hiking the corporate tax rate to 28%, up from 21% #tax #business

⚠️abolition of tax privileges for energy companies #energy

⚠️raise the minimum tax on the rich to 25%

⚠️stock buybacks tax to rise from 1% to 4% #buyback

⚠️the budget will propose tax changes on crypto to eliminate wash trading #crypto

⚠️🇬🇧#uk #business #vc #banks #exposure #warning
at least 200 firms employing tens of thousands of people will find they can't pay their staff or suppliers due to SVB (#SIVB) collapse. Between 30% and 40% or UK start-ups employing up to 50,000 people could be affected by the collapse — BBC

🇬🇧#uk #business #tax

⚠️🌎#business #world #layoff #macro

⚠️🇨🇳 #china #stats #business
China - profit of industrial enterprises - changes

⚠️🌎#default #business #warning
Deutsche Bank believes that a wave of corporate defaults is looming

⚠️🇺🇸#business #retail #us #economy
Morgan observes a notable rise in unsold inventories among US companies = significant decrease in consumer demand

🇺🇸#monetarypolicy #us #business #stocks #macro
the increase in the Fed's interest rate is not significantly impacting non-financial corporations, as many have already raised long-term funds at a low rate in advance — Datastream data

⚠️🇺🇸#business #us #debt
Goldman: borrowing costs for S&P 500 companies = 17-year high
———————————-
earlier: there is the sharpest rise in US borrowing costs compared to previous Fed hiking cycles #history

⚠️🇺🇸#business #us #history
US corporate profits are at historically high levels