Global Finance

MAY 16, 2025

Collaboration – with partners both inside and outside the traditional insurance industry – is becoming a necessity for a global business that has absorbed $154 billion in insured losses generated by natural catastrophes last year alone. “Pulling out of a market is not a decision that anyone is going to make lightly.”

Profit and Loss

Future CFO

JUNE 22, 2025

Senior roles, especially the CFO, are evolving into strategic advisors who must leverage real-time data and predictive analytics to drive growth and innovation. Beyond accounting expertise, CFOs must understand economics, psychology, and strategy to guide their organisations effectively.

Leadership

Barry Ritholtz

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. And, you know, therein began, I think the unraveling and, and a little bit of the, the loss of that, you know, cultural juice that had kind of historically made that firm special. Lisa Shalett : Not at all.

Mergers and Acquisitions (M&A)

Barry Ritholtz

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

Investments

Global Finance

OCTOBER 31, 2024

During this time, much of the sector enjoyed healthy profitability bolstered by expanding net interest margins. However, as central banks continue to cut rates to maintain economic growth, it remains to be seen how long banks can sustain these margins as successive rate cuts take hold.

Banking

CFO Dive

JUNE 23, 2025

The Tax Code has also been modified in significant ways in response to economic challenges. When economic turbulence occurs, the Tax Code is often viewed as an expedient means of providing support to businesses and individuals. The congressional response to the COVID-19 pandemic illustrates this point.

Tax Planning

The Big Picture

JUNE 16, 2025

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. Because they tend to be overly leveraged and with inflation, their debts tend to get inflated away.

Math

Barry Ritholtz

MAY 6, 2025

And I kept roughly half the profits and there was no training. Oh my God profit. Not, not for me, $500 trading profit. Not, not for me, $500 trading profit. So vol of o of the op, an option has premium, and that premium is the extra amount you pay for the right to have limited loss and unlimited gain.

Profit and Loss

Global Finance

JULY 8, 2025

It is reported that some institutional investors, including hedge funds, have incurred losses. While there is economic uncertainty, we are benefiting from a broader geopolitical interest in securing critical mineral supplies in the US. Focusing on long-term investments appears to be crucial during these times.”

Manufacturing

PYMNTS

JANUARY 5, 2021

4) alongside volatility in highly leveraged futures markets before recovering losses. The institutional parties are usually in the possession of ample funding, sometimes billions of dollars, with which to chase profits they want to acquire. 16 and other high points for consecutive days after. The value fell on Monday (Jan.

Profit and Loss

Barry Ritholtz

AUGUST 21, 2023

My back-to-work morning train WFH reads: • The Legendary, Wildly Profitable QQQ Fund Makes No Money for Its Owner : An historical artifact prevents Invesco from profiting from its flagship ETF. Direct lending tends to provide more conservative risk-return profiles than leveraged loans and high yield bonds.

Profit and Loss

PYMNTS

JANUARY 13, 2020

As you move along, there are other customers who want to actually develop a business case for leveraging AI. … Then on the other end of the spectrum, you have customers who are already using AI and are looking to leverage and add the state-of-the-art AI technology to make continuous improvements.”. Value Of Speed.

Credit Risk

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. This statement provides information about whether your business can generate a profit by reducing costs or increasing revenue. Your company needs to make plans for the future.

Financial Planning and Analysis (FP&A)

Global Finance

OCTOBER 11, 2024

in 2022, according to the International Monetary Fund’s July World Economic Outlook 2024. In a letter to UK Chancellor of the Exchequer Jeremy Hunt, the leaders of 180 tech companies said, “The loss of deposits has the potential to cripple the sector and send the ecosystem back 20 years. billion) in net attributable profit, a 44.5%

Banking

PYMNTS

DECEMBER 1, 2020

The promoters gave victims access to a supposed online AirBit Club portal that displayed false profits. Kaspersky predicted that the “persistent engagement” strategy to financial crime will expand, and that institutions, countries and territories could face economic sanctions for failing to properly combat cybercrime in their regions.

Banking

CFO Talks

AUGUST 21, 2024

This change significantly impacts financial metrics such as leverage ratios and EBITDA. IFRS 9 Financial Instruments: Managing Expected Credit Losses IFRS 9 introduced the concept of expected credit losses (ECL), which means companies must recognise potential credit losses earlier, based on a forward-looking model.

IFRS

PYMNTS

MAY 22, 2020

Studies have shown that more than half of all banks recover less than 25 percent of related losses, and FIs have reported a 59 percent growth in fraud value and a 61 percent increase in fraud volume since 2015. million in losses. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss

PYMNTS

JANUARY 1, 2021

Smart ATMs are being leveraged en masse to provide a similar range of banking transactions as can be accomplished by human tellers, and many banks are also deploying virtual video meetings so customers can interact with bank staff without leaving the comfort and safety of their homes. Approximately 40 percent of U.S.

Profit and Loss

Future CFO

JANUARY 3, 2024

Global trade is set to rebound modestly after two consecutive years of below-average global GDP growth, said Allianz recently when releasing its Global Economic Outlook 2023-25. Central banks are predicted to pivot earlier than expected by economic forecasters (i.e. Other major predictions by Allianz include the following.

Profit and Loss

Spreadym

JULY 19, 2023

The three main types of financial statements are: Income Statement (Profit and Loss Statement) Balance Sheet (Statement of Financial Position) Cash Flow Statement Income Statement (Profit and Loss Statement) The income statement summarizes a company's revenues, expenses, and profits or losses over a specific period, typically quarterly or annually.

Profit and Loss

E78 Partners

NOVEMBER 18, 2024

With the support of firms like E78 , companies can leverage the skills of experienced interim leaders to implement robust financial strategies that maintain stability and promote growth during periods of uncertainty. Enter interim leadership, a strategic solution providing organizations with the expertise to navigate these challenging times.

Leadership

E78 Partners

NOVEMBER 18, 2024

With the support of firms like E78 , companies can leverage the skills of experienced interim leaders to implement robust financial strategies that maintain stability and promote growth during periods of uncertainty. Enter interim leadership, a strategic solution providing organizations with the expertise to navigate these challenging times.

Leadership

Future CFO

JUNE 7, 2021

China's (A1 stable) economic rebound has strengthened and become more broad-based since the beginning of 2021, said Moody's recently. Output losses due to the pandemic led to a jump in economy-wide leverage in 2020, and a plunge in capital productivity, the firm added.

Profit and Loss

PYMNTS

JUNE 17, 2020

There exists an uncomfortable intersection between the public service of healthcare and the pursuit of profit. Among the trio of new features, providers can offer pre-and post-service payment plans, which leverage data and advanced analytics to determine patient affordability. We’re in the midst of another recession. Looking Ahead.

Healthcare

Global Finance

JULY 29, 2024

Another year, another bumper crop of profits. In the first quarter of this year, the combined profits of 57 listed banks jumped 10.5% In the first quarter of this year, the combined profits of 57 listed banks jumped 10.5% surge in quarter-on-quarter profits. Quarterly performance was similarly robust, with an 11.8%

Mergers and Acquisitions (M&A)

Musings on Markets

AUGUST 19, 2024

Not surprisingly, the operating metrics change as companies age, with high revenue growth accompanied by big losses (from work-in-progress business models) and large reinvestment needs (to delivery future growth) in early-stage companies to large profits and free cash flows in the mature phase to stresses on growth and margins in decline.

Corporate Finance

PYMNTS

MAY 11, 2020

Given how much consumers literally hunger for a non-home-cooked meal, it is not surprising how much the share of consumers leveraging digital platforms to remotely order from restaurants has grown. Grubhub is using nearly all of our profits in the second quarter to generate as many additional orders for our restaurant partners as possible.

Profit and Loss

PYMNTS

JUNE 13, 2019

The economic potential is also considerable, as in 2018 it is estimated that gig workers earned $1.7 The company has also been leveraging local market power into ancillary services such as food delivery (a la Uber Eats). The latest quarter showed a net loss of $8.3 million loss that had been seen a year ago.

Profit and Loss

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. This statement provides information about whether your business can generate a profit by reducing costs or increasing revenue. Your company needs to make plans for the future.

Financial Planning and Analysis (FP&A)

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A)

PYMNTS

JUNE 27, 2018

According to Frey, the current economic climate is particularly affected by sudden policy shifts that may not necessarily be rooted in sound economic fundamentals. In a world of shifting political winds, rising protectionism and trade disputes, global uncertainty very quickly translates into FX volatility.

Currencies

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Read more of Adam’s articles here.

Planning

Jedox Finance

APRIL 4, 2023

Working capital indicates how readily organizations can withstand disruptions and uncertainty, such as economic downturns, inflation, and recession. 3 Working capital management is not a one-time event, but an ongoing effort to increase the availability of cash and protect organizations from economic volatility.

Forecasting

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A)

CFO News Room

DECEMBER 3, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. He can be reached at [email protected]. Read more of Adam’s articles here.

Communication

CFO News Room

NOVEMBER 12, 2022

While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party endorsements (and adjusting their compliance programs before doing so), others are taking a wait-and-see approach. Also in industry news this week: Why “SECURE 2.0” He can be reached at [email protected].

Planning

PYMNTS

NOVEMBER 5, 2018

According to internal anonymous sources, loan losses stood at about 9 percent of outstanding balances on Walmart cards as of this past spring — meaning Synchrony was reluctant to meet those terms. But both firms do seem to be preparing for the end of economic recovery, whenever it may be. Bankruptcy Court. billion in assets and $11.3

Profit and Loss