Apollo CEO Sees Iran Conflict Boosting Gulf Business Confidence
What Apollo CEO Marc Rowan told me about how he’s thinking about the war in Iran: “I view what’s happening as stabilizing. I view this as ultimately good for business confidence, investment, particularly in the Gulf where I’m very bullish on what they’re going to do next after this.”
FCC Chair Signals Approval for Amazon-Globalstar Deal, Encourages Competition
Basically yes he said he’s very open to it, and wants to see more competition, mentioning @SpaceX @amazon and @AST_SpaceMobile
Carlyle CEO: Fed Adopts Cautious, Data‑driven Wait‑and‑see
“I think they’re just gonna watch the data and that’s prudent” - Carlyle CEO Harvey Schwartz on the Fed basically in wait and see mode
Rising Gas Prices Could Undermine Tax Refund Gains
We asked Kevin Hassett whether rising gas prices threaten the economic benefits of higher refunds and tax benefits…
Calvin Klein Sales Surge After Hulu's Love Story
PVH’s Calvin Klein gets boost from Hulu’s “Love Story.” CEO tells me “40 million people have watched it. We saw an increase in search, e-commerce traffic and spring selling…”
Hershey CEO Sees No Spending Drop Amid Gas Hikes
The Hershey CEO told us he’s seen no impact on consumer spending in recent weeks at convenience stores or other places as a result of higher gas prices. @SquawkStreet
Speaker Dismisses Rate Hikes Despite Market Betting Otherwise
Didn’t sound like he’s thinking of interest rate increases as the market was starting to place bets on…
Fed's Miran: Rate Pause Stifles Job Growth, Misfires on Inflation
Fed’s Miran told us he thinks the Fed is holding back job growth by keeping rates on hold and wrongly fighting the last war (inflation)
Apollo’s Vehicles Built to Absorb 5% Quarterly Redemptions
More color on today’s news via Apollo CEO: “Vehicles are designed to redeem 5% per quarter,” ceo Marc Rowan tells me. “For us, we raised approximately $750m of new money this quarter and redeemed $750 m (5%) with some amount...
Why Knowing Trump’s Mind Is Essential for Investors
No matter what you think of him, understanding President Trump and how he operates, negotiates and views the world - is among the most critical factors for investors and business executives right now. @JeffSonnenfeld, with his expertise in leadership, has...
Markets Price Fed Rate Hike, No Cuts Expected
For for first time this cycle, a small rate increase by the Fed is now priced in by year end, 12%. And no rate cuts anymore
Envoy Witkoff Explains Iran War Origins and Future Talks
President Trump’s Special Envoy for Peace Steve Witkoff spoke to us in a wide ranging interview about how the war in Iran started, what’s at stake and what’s next for Russia/Ukraine talks https://t.co/wsZJtL7srT
Female Inclusion Drives Global Economic Growth, World Bank Shows
Happy International Women’s Day. Best way to boost growth and stimulate economies globally- is more female inclusion. The stats from the World Bank are stunning https://t.co/qbI4nWksqf
Housing and Food Prices Cooling Amid Oil Inflation Fears
Good to see on a day where there are worries about high oil prices and inflation, other key inputs like housing and food may be cooling
Mason Morfit Calls Market Wrong on Salesforce Valuation
Must listen. Rare interview with activist investor Mason Morfit with @WilfredFrost my favorite part when they discuss why he says the market is wrong on Salesforce @Benioff