No, Credit Suisse won’t see a ‘Lehman-style explosion’—Here’s why
Analysts at Deutsche Bank and KBW have recently estimated Credit Suisse’s restructuring plans would cost roughly US$4 billion.
Stocks
Warren Buffett-backed BYD’s EV sales soar to record
BYD sales of new energy vehicles nearly tripled in September from a year earlier
Green steel cleans up with lower carbon emissions
Steel is the world’s most essential construction material
US stocks plunge as bear market roars
Investors continue to fret over tighter monetary policy .
Peloton hits low as pandemic darlings fall
The US stock market has sputtered in 2022.
The week ahead in markets
What price will be paid if the inflation genie escapes the bottle?
US dollar surge complicates other currencies
USD moves could spell further doom and gloom for the slumping stock market.
XPeng chair buys as China EV maker hits record low
XPeng has lost 61% of its value from a June high
Investing in the Age of Confusion
van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “
How to navigate the 6 elements in the matrix of uncertainty
The matrix of uncertainty provides a framework for assessing today’s economic environment and aids in making investment decisions, says Epoch Investment Partner’s John Tobin.