Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 106

Marketing Treasury Valuation Investments 106

PYMNTS

DECEMBER 16, 2020

The commission has said there are also other issues, including lengthy and confusing methods for new firms seeking to get into the market. Because of that, the commission has called on the Mexican government to ease restrictions for companies.

Concentration 83

Concentration Banking Economics Accounting 83

PYMNTS

NOVEMBER 30, 2020

The British government is establishing a new Digital Markets Unit tasked with enforcing laws that apply to Big Tech companies, such as Google and Facebook , authorities announced in a press release. s Competition and Markets Authority (CMA), the agency that oversees enforcement of antitrust laws.

Marketing 75

Marketing Concentration Advertising Numbers 75

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Budgeting Auditing 52

CFO News

APRIL 26, 2023

" If you don't want to restrict their further growth or market share, one way is to be sure that they have enough skin in the game and only efficient concentration is taking hold in the economy."

Concentration 98

Concentration Marketing 98

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 96

Marketing Treasury Currencies Valuation 96

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

Barry Ritholtz

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Concentration 105

Concentration Numbers Accounting Marketing 105

PYMNTS

AUGUST 22, 2019

22) that showed double-digit percentage gains in volumes, driven by online commerce and increased traction among mid-market firms doing business and taking payments across the globe. By enterprise size, the company noted, mid-market firms – with 1 million euros a month in processing volume – are also seeing significant growth.

Marketing 66

Marketing Concentration CFO eCommerce 66

Barry Ritholtz

MARCH 9, 2024

Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned.

Concentration 122

Concentration Forecasting Banking Securities 122

PYMNTS

MAY 1, 2020

As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”. Gellman noted that deployments thus far have primarily been concentrated in urban areas. But to get there, to get 5G up to full potential, requires a mix of infrastructure deployments, private sector and government collaboration, and education.

Marketing 72

Marketing Education Analyzing Data Concentration 72

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Global Finance

JUNE 6, 2024

In March, global real estate consultant Knight Frank projected that the offshoring market in Asia-Pacific will more than double by 2032, fueling an additional 4.7 A growing middle class, meanwhile, gives the entire region an expanding consumer market for financial services that US companies want to connect with more directly.

Concentration 105

Concentration Manufacturing Economics Finance 105

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

Marketing 60

Marketing eCommerce Concentration Sales 60

PYMNTS

FEBRUARY 23, 2020

Chase has usually not done international operations, preferring to nurture its huge and profitable domestic market. However, the competitive landscape is still concentrated and the market could be upended by a player with more financial pull and lending power. leaving the European Union.

Banking 102

Banking Concentration Securities Retail 102

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Generation CFO

JANUARY 28, 2022

With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

Barry Ritholtz

JANUARY 8, 2024

Instead, I prefer to consider market history and recent data, and ask “What are the possible and probable outcomes for this year?” Toward that end, here are a dozen bullish and bearish factors I suspect are most likely to influence how the markets will progress this year. During recession years losses averaged 10.1%.

Forecasting 132

Forecasting Concentration Marketing Construction 132

PYMNTS

JANUARY 22, 2021

While the corporate treasurer's fundamental role has remained steady, the treasury function has seen dramatic impacts from a changing market that is increasingly moving toward real time. Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions.

Treasury 103

Treasury Concentration Currencies Banking 103

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Fpanda Club

NOVEMBER 15, 2022

How will the competitor’s move impact our market share? Analysts should look for concentrations of revenue and high dependencies in operations in all this variety of factors to identify vulnerabilities of the firm. FP&A teams do not have a crystal ball… Yet, they have to answer management’s questions about the future every day.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

PYMNTS

NOVEMBER 12, 2020

Twelve years after the housing and mortgage markets’ collapse threw the United States into financial distress not seen since the Great Depression, market watchers are again on the lookout for a possible new banking crisis spawned by upheaval in the U.S. commercial real estate sector.

Banking 91

Banking Concentration Financial Systems Retail 91

PYMNTS

JANUARY 26, 2021

That’s based on possible proposals from Chinese regulators to curb market concentration in the country’s online payments market. At the time, Ant was worth an estimated $316 billion. Since then some estimates of its worth have plummeted to $108 billion.

Concentration 95

Concentration Economics Banking Planning 95

PYMNTS

DECEMBER 8, 2020

It was only a few short years ago that the conventional wisdom was that millennials were shaping up to be slower entering the homebuying market than their Gen X siblings and baby boomer parents. but largely concentrated in the newly created car-centric suburbs of the post-war era — over the course of three years between 1945 and 1948.

Economics 141

Economics Forecasting Concentration Manufacturing 141

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

PYMNTS

SEPTEMBER 1, 2020

The BIS found that decline is even more pronounced in emerging-market economies and smaller island nations. Over the same period (2011-19), emerging-market economies saw an increase in the value of cross-border payments via correspondent banking about 10 times larger than that of advanced economies.”.

Banking 123

Banking Concentration Economics Numbers 123

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

Barry Ritholtz

MAY 25, 2023

Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Sellers thus compete in both influencer and product markets.

Concentration 105

Concentration Treasury Economics Marketing 105

PYMNTS

FEBRUARY 19, 2020

But the market is changing and new players are entering – most notably Noom , a subscription weight management and fitness program that has been dubbed “Weight Watchers for millennials.”. The firm recently raised $10 million in Series A funding to push its sustainable lifestyle-changing app into the wider global market.

Marketing 52

Marketing Concentration Startups Numbers 52

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

JANUARY 26, 2021

Klook concentrated on two main areas: digitizing the experiences booking sector and launching new verticals like staycations and car rentals. During the past year, he said Klook quickly pivoted to meet the demands triggered by the pandemic.

Concentration 96

Concentration Technology Marketing Investments 96

PYMNTS

SEPTEMBER 30, 2020

The letter urges caution in putting these licenses out into the market, arguing in favor of a transparent process that brings various financial services stakeholders in. A lack of safety and soundness rules will expose the financial system to significant vulnerabilities.”.

Banking 139

Banking Financial Systems Concentration Currencies 139

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. There is often a disparity in how individual markets can keep pace with infrastructure developments.

Concentration 105

Concentration Investments Securities Finance 105

Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52