Finance Knuggets

Feb 04, 2024 I just learned that American wages have been rising faster than previously estimated, indicating that Americans may have been saving more than previously thought. This suggests that household balance sheets are stronger than expected. The Federal Reserve had anticipated a gradual slowdown in wage growth, but the

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Finance Knuggets

Feb 02, 2024 I recently read about the potential for the EU to squeeze Hungary due to the country’s massive structural current account surplus, but with a recently developed currency mismatch in the banking system that might be exploited with the ECB’s help. European leaders are frustrated with Hungary’s obstruction

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Finance Knuggets

Jan 30, 2024 I’ve been keeping up with the latest developments in Thailand’s diplomatic engagements, particularly with the United States and China. There have been high-level meetings with both countries in Bangkok, coinciding with U.S.-China talks in the same city. Additionally, there’s been a lot of analysis on evolving security,

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Finance Knuggets

Jan 29, 2024 I recently heard that U.S. Steel’s acquisition by Japan’s Nippon Steel was driven by regulatory arbitrage rather than price, as revealed in its preliminary proxy statement. Additionally, CG Oncology, a biotech company focused on bladder cancer, raised $380 million in its IPO, signaling a positive trend in

Continue readingFinance Knuggets

Finance Knuggets

Jan 26, 2024 I recently heard that U.S. Steel’s acquisition by Japan’s Nippon Steel was driven by regulatory arbitrage rather than price, as revealed in its preliminary proxy statement. CG Oncology, a biotech company focused on bladder cancer, raised $380 million in its IPO, signaling a positive trend in the

Continue readingFinance Knuggets