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  • New York Fed November survey says one year inflation expectations unchanged at 3.2%

    The November New York Fed survey of consumer expectations showed:

    • November three-year-ahead expected inflation rate unchanged at 3%

    • November five-year-ahead expected inflation rate unchanged at 3%

    • U.S. households’ year-ahead expected inflation rate unchanged at 3.2% in November

    • Households more pessimistic on current and future financial situations in November

    • November year-ahead expected rise in medical costs highest since January 2014

    • November home price rise expectation steady at 3%

    • Labor market expectations improved in November

    This article was written by Greg Michalowski at investinglive.com.

  • More on Paramount Skydance bid for Paramount. Jared Kushner involved in helping finance

    • According to a filing, the Ellison family (PSKY) and RedBird committed to backstop 100% of the USD 40.7bn equity capital required for the deal.

    • The structure with Ellison family eliminates any potential CFIUS (foreign investment) review risk for the proposed WBD transaction.

    • If the proposed deal is terminated under certain circumstances, Paramount (PSKY) would pay WBD a USD 5bn termination fee.

    • If the deal is terminated under other circumstances, WBD would pay a termination fee of approximately USD 2.9bn.

    • Tencent (0700 HK) will no longer participate as a financing partner in the transaction.

    • New debt financing agreements were entered into with Bank of America (BAC), Citi (C), and Apollo (APO) for up to USD 54bn in principal.

    • Jared Kushner is said to be involved in helping finance the bid for Warner Brothers Discovery (WBD), according to Axios citing a regulatory filing.

    • This follows Paramount Skydance’s (PSKY) all-cash tender offer to acquire WBD for USD 30/shr, valuing the transaction at USD 108.4bn.

    Pres. Donald Trump has expressed significant reservations about the proposed Netflix–Warner Bros. Discovery deal, saying it “could be a problem” due to the size and market share the combined company would command. While he praised Netflix co-CEO Ted Sarandos as a “fantastic man” and called Netflix a great company, Trump emphasized that the scale of the merger raises real antitrust concerns. He also stated that he intends to be personally involved in the regulatory vetting process, signaling that the deal will face unusually high executive-level scrutiny. Despite his positive comments about the companies themselves, Trump made clear that there is no guarantee the transaction will move forward, underscoring uncertainty around whether such a large consolidation could win approval under his administration. The news that his son-in-law Jared Kushner is involved on the Paramount Skydance deal, of course raises an eyebrow.

    This article was written by Greg Michalowski at investinglive.com.

  • More on Paramount Skydance bid for Paramount. Jared Kushner involved in helping finance

    • According to a filing, the Ellison family (PSKY) and RedBird committed to backstop 100% of the USD 40.7bn equity capital required for the deal.

    • The structure with Ellison family eliminates any potential CFIUS (foreign investment) review risk for the proposed WBD transaction.

    • If the proposed deal is terminated under certain circumstances, Paramount (PSKY) would pay WBD a USD 5bn termination fee.

    • If the deal is terminated under other circumstances, WBD would pay a termination fee of approximately USD 2.9bn.

    • Tencent (0700 HK) will no longer participate as a financing partner in the transaction.

    • New debt financing agreements were entered into with Bank of America (BAC), Citi (C), and Apollo (APO) for up to USD 54bn in principal.

    • Jared Kushner is said to be involved in helping finance the bid for Warner Brothers Discovery (WBD), according to Axios citing a regulatory filing.

    • This follows Paramount Skydance’s (PSKY) all-cash tender offer to acquire WBD for USD 30/shr, valuing the transaction at USD 108.4bn.

    Pres. Donald Trump has expressed significant reservations about the proposed Netflix–Warner Bros. Discovery deal, saying it “could be a problem” due to the size and market share the combined company would command. While he praised Netflix co-CEO Ted Sarandos as a “fantastic man” and called Netflix a great company, Trump emphasized that the scale of the merger raises real antitrust concerns. He also stated that he intends to be personally involved in the regulatory vetting process, signaling that the deal will face unusually high executive-level scrutiny. Despite his positive comments about the companies themselves, Trump made clear that there is no guarantee the transaction will move forward, underscoring uncertainty around whether such a large consolidation could win approval under his administration. The news that his son-in-law Jared Kushner is involved on the Paramount Skydance deal, of course raises an eyebrow.

    This article was written by Greg Michalowski at investinglive.com.

  • USDJPY moves higher after earthquake in northern Japan

    The USDJPY has moved higher after the 7.6 magnitude earthquake struck the East Coast of Aomori Prefecture. Tsunami warnings and advisories are currently in effect (red and yellow areas on the map below).

    The USDJPY has pushed higher on the news, helped by rising U.S. yields, with the 10-year up roughly 4 basis points. On the hourly chart, the pair has now broken above its 200-hour moving average at 155.643, a level that capped upside earlier in the day. It has also moved above the top of the swing area at 155.754, with today’s high extending toward 155.91.

    On the topside, the next key target comes in at 156.17 — last week’s high. A break above that level would open the door toward the November 26 high at 156.736.

    For traders who bought the breakout (or entered earlier), the key risk now is a move back below the 200-hour moving average, currently near 155.64. Falling below that level would weaken the bullish momentum in the short term. Beneath that, the 100-hour moving average at 155.29 becomes the next important downside target. A break below the 100-hour MA would tilt the bias firmly back in favor of the sellers and hand them greater control. It’s

    This article was written by Greg Michalowski at investinglive.com.

  • USDCHF Technicals: The USDCHF is stretching to the swing area between 0.8066 to 0.8076.

    In the video above, I take a closer look at the USDCHF, which is stretching higher and testing a key resistance swing area between 0.8066 and 0.8076. A break above that zone — and more importantly, a sustained move above it — would open the door for additional upside momentum.

    From a broader perspective, the pair’s year-to-date high was set near 0.9200 in early January, while the low at 0.7828 was reached in September. With the price now trading near 0.8075, USDCHF remains close to the lower end of its 2024 range and is still hovering near levels not seen since 2011.

    If buyers can wrestle back control and push above 0.8076, the next major upside target becomes the 38.2% retracement of the year’s trading range, which comes in near 0.8353 — a level that also aligns with multi-year swing lows. That gives the market ample “room to roam” if upside momentum builds.

    The video walks through these technical zones and lays out a clear roadmap for both buyers and sellers. For now, buyers are making an attempt, but they must break and hold above 0.8076 to ignite a new leg higher.

    This article was written by Greg Michalowski at investinglive.com.

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