CFO News Room

JANUARY 17, 2023

Note that equities were already under pressure in the weeks before the invasion, as inflation fears surfaced again, and then hostilities have put further pressure on them. Commodity Prices and Inflation Expectations. Consumer Confidence and Economic Growth. to 25% for the Eurozone.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

MARCH 19, 2022

In a market already concerned about expected inflation, the rise in commodity prices operated as fuel on fire, and pushed expectations higher. Both measures indicate heightened concerns about future inflation, and these are undoubtedly also behind the increase in the US ten-year treasury bond rate from 1.51% to 2.19%, this year.

Economics 100

Economics Valuation Treasury Forecasting 100

Planful

SEPTEMBER 6, 2021

History is riddled with companies that went public based on inflated valuations and false narratives. Planful allows you to tag collaborators within the platform, so you can communicate and collaborate asynchronously. Valuations are a classic example of hole-filled financial reporting.

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

Barry Ritholtz

JULY 11, 2023

You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Those were the same people by the way who have been forecasting a recession for the past 18 months. The easy part was getting inflation from nine to five, four and a half, now’s the real challenge.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

Barry Ritholtz

DECEMBER 26, 2023

So, so here’s, here’s the why I, I’m looking at it near term, not, not making any sort of forecast or anything like that, but last year where we stood market was very nervous, s and p around the 200 week moving average finally started bottoming out. It was the dollar topping 00:29:36 [Speaker Changed] Peak inflation.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. And certainly, we could have a whole conversation about, you know, okay, well, this combination of interest rates and inflation and expected returns on equities is different, and so maybe we need to adjust. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

We have 01:16:14 [Speaker Changed] Some screwy data, but even with the screwy data, I would agree with you, the trend is that tax receipts and tax revenue have far exceeded all of the forecasted assumptions. I mean, it’s impossible to forecast this sort of thing. You know, inflation is going to be where it is.

Marketing 108

Marketing Treasury Banking Profit and Loss 108