Why Savita Subramanian Thinks Stocks Can Keep Going Higher
When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stocks at the end of last year, there was a lot of skepticism that equities could go any higher. The S&P ...
4 Apr 202444min
Why the CRE Urban Doom Loop May Still Be Coming
When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt, and what kind of pain must eventually be realized by someone. But there may be an even deeper challeng...
1 Apr 202444min
Lots More on the Parabolic Surge in Cocoa Prices
The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make chocolate more expensive for millions of confectionary fans around the world. But why have prices more th...
29 Mar 202422min
The Mega Corporations That Control What Americans Eat
Walk into a grocery store today and there are seemingly endless shelves of product to choose from. But behind all those different options are a handful of agricultural giants that have grown to domina...
28 Mar 202450min
Sal Mercogliano on the Baltimore Bridge Collapse
On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key Bridge, a major overpass just outside the city's port. The collision caused the bridge to dramatical...
26 Mar 202429min
Listen Now: The Big Take
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories tha...
26 Mar 20241min
The Economist Who Believes AI Will Be Great for the Middle Class
AI is an incredibly exciting space, provoking both great wonder and fear. One of the big worries obviously is: What will happen to everyone's job? Will it make more people's livelihoods obsolete, caus...
25 Mar 202453min
Lots More on the Big Can Kick in Commercial Real Estate
Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where stress was building in the $20 trillion market for commercial real estate. Fast forward to ...
22 Mar 202421min
