CFO News Room

JANUARY 17, 2023

The graph below looks at average spreads, by region, before and after the hostilities started: Change in Sovereign CDS, by Region. The Middle East is the only region that saw a decrease in sovereign CDS spreads, as oil, the primary mechanism for monetization in this region, saw its price surge during the last few weeks.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

MARCH 19, 2022

The graph below looks at average spreads, by region, before and after the hostilities started: Change in Sovereign CDS, by Region There are no surprises in this table, with the effects on spreads being greatest for East European countries. As Russian equities have imploded, the ripple effects again are being felt across the globe.

Economics 100

Economics Valuation Treasury Forecasting 100

Barry Ritholtz

MAY 30, 2023

And he starts talking about money and free enterprise and capitalism and ownership and balance sheets and all this stuff and I’m sitting there mesmerized. And how is it that you, what’s this car that’s in the parking lot, it’s got plates on it and a tag and it’s brand new. RITHOLTZ: Right. RITHOLTZ: Right.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Mexico defaults in ’8.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

MAY 2, 2023

I mean, at that time, it was likely the case that Louis Vuitton’s dot com store, if you want to call their online presence, was likely the biggest store in any of their regions globally. region was well on its way to becoming the biggest site for any sales for Louis Vuitton. Then we raised our first venture capital.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

APRIL 2, 2024

What really makes people happy and how significant having or not having a, a college degree, you know, the United States has very much become a bifurcated nation. Whereas, or someone who lives off capital. Tag on top of that for healthcare. You, you correlate it to regional income and health education levels.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. And realized that, look, we had one of the most unbelievable capital markets syndicate shops. We have to learn by the whole capital structure because it is a capital structure.

Marketing 107

Marketing Treasury Banking Profit and Loss 107