@BlackRock may break the first-day flow record with a possible $2 billion asset injection on the first day of trading for its US spot Bitcoin ETF, according to BI's senior ETF analyst @EricBalchunas Seed funding could combine with grassroots interest to give it momentum in a
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- Huntington National Bank and U.S. Bancorp appear best positioned to absorb potential office CRE-loan losses due to higher reserves and lower exposure, according to Herman Chan, senior bank analyst. Office-valuation declines seem to be moderating, a welcome sign for credit
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00:00 - 🌿 Join us on a discussion through the world of cannabis with our BI analysts and guest speaker Roy Bingham of BDSA! Gain valuable insights on the expanding cannabis market, growth prospects, and the pressing challenges shaping the future of cannabis. Don't miss out—
- More than half of Hong Kong's home hunters could accelerate their purchase plans, based on BI's homebuying survey. Many are concerned about a potential rebound after home prices fell 25% from the peak, while some may receive good deals from sellers, according to BI analyst
- US electricals' compressing valuation premium vs. the market may be hiding the underlying composition of companies' diverging prospects, says @IndustrialOkur , CFA, industrial analyst. GE Vernova and @Vertiv , most geared to the AI data-center build-out, have more limited scope
- Improved Manhattan leasing volume late in 2023 shows that companies still prefer in-person work, though vacancies are at a cyclical high and rising as economic uncertainty and persistent remote arrangements spur tenants to pare space. Employees are hesitant to return, with over
- CFO of @Qualcomm, Akash Palkhiwala joins BI analyst Kunjan Sobhani for an in-depth discussion about the wide array of trends and opportunities for Qualcomm in #GenerativeAI, #VirtualReality, the #Metaverse and #InternetofThings. Full Episode: tinyurl.com/29rcmh73
00:00 - The Federal Reserve will hint that slower interest rate hikes are likely going forward, according to BI's Ira Jersey, but may signal there will be no rate cuts in the foreseeable future. Half of core CPI sectors posted negative prints November.
- How badly do employers want employees back in office and how much are they willing to pay for it? Parisians & Londoners are willing to demand pay rises or change jobs. Better #offices also aid in retaining talent, making these all the more expensive to rent. #wfh @SirineBouzid6
00:00 - Copper Crosses - The doctor is breaking down according to Mike McGlone. The metal said to have a Ph.D. in economics has broken down on the back of what appears to be a bear market bounce -- as indicated by the downward trajectory of its 52-week moving average. With implications
- #HongKong employers may need to offer pay rises of at least 6% to lure staff back to the office five days a week, our BI survey found. Firms that reduce flexible work options could struggle to retain employees, according to BI analyst Patrick Wong. #commercialrealestate












