Musings on Markets

JULY 17, 2023

While this may seem perverse, the first step in understanding and assessing where we are in markets now is to go back and examine where things stood then. trillion in market value in the first six months in the year , but the severity of last year's decline has still left them $14.4 US Equities in 2023: Into the Weeds!

Marketability

Mckinsey and Company

JULY 9, 2025

A large share of net flows was directed toward low-margin products such as passives (€316 billion), money market funds (€133 billion), and active fixed income (€321 billion). High-margin asset classes have revenue margins of more than 30 basis points and include alts, active equity and active multi-asset. basis points).

Alpha

Global Finance

MAY 6, 2025

“On average, banks maintained solid capital and liquidity positions, well above regulatory requirements,” they conclude. “The aggregate Common Equity Tier 1 (CET1) ratio stood at 15.8% billion, and return on equity (ROE) reached 15.4% The return on tangible equity (ROTE) is expected to improve to 15% by 2028.

Banking

Musings on Markets

JUNE 23, 2023

As the semiconductor business has acquired heft, in terms of revenues and profitability, investors have priced those operating results into the market capitalization assigned to these companies. A Net Positive for Markets? Does revolutionary change help the overall economy and/or equity markets?

Start-ups