ennovance

[ennovance]

Real GDP vs Bankruptcy Filings

(US economy is two-tier economy “haves and have-nots”;.., while the GDP is holding in very well but the new bankruptcies having climbed aggressively higher over the past year; never mind the auto loans, credit cards, …)

#inflation #Stimulus #QT #InterestRates #centralbanks #FederalReserve #Ennovance

#gdp

[ennovance]

More than a dozen states are pushing back against private-equity-backed consolidation of medical businesses

https://www.wsj.com/articles/state-private-equity-healthcare-takeovers-cb43f70b?page=1

#healthcare M&A

[ennovance]

Apartment Income REIT, L.P. $AIR ratings were placed under review for downgrade, then “….”

Who else is trying to offload rentals/fixer-upper in #Philadelphia to $BX?

#realtor #reit #philly #multifamily #

h/t-mco

https://x.com/mohossain/status/1784703361398227109?s=46&t=GtuOmoaTjOwevz2JidiiDQ

#$AIR #$AIRC #realtor #investor #privateequity

[ennovance]

University of Michigan: Consumer Sentiment (UMCSENT)

What's behind the unstoppable American consumer

https://www.axios.com/2024/04/26/american-consumer-spending-resilience-economy

[ennovance]

In what month are you most likely to die?

January is the cruelest month, August the kindest

https://wapo.st/3Wcn56p

[ennovance]

. @AtlantaFed #GDPNow model nowcast of real GDP growth in Q2 2024 is 3.9%

https://x.com/mohossain/status/1782045586687996176?s=46&t=GtuOmoaTjOwevz2JidiiDQ

#gdp

[ennovance]

The Dream of #Fed #Rate Cuts Is Slipping Away

https://www.wsj.com/economy/central-banking/the-dream-of-fed-rate-cuts-is-slipping-away-55903ca5?page=1 #inflation

https://x.com/mohossain/status/1655397907019833346?s=46&t=GtuOmoaTjOwevz2JidiiDQ

#inflation

[ennovance]

Exxon Spent Money to Make Money

The oil and gas giant’s steady spending has opened up a huge gap with Chevron, and it might widen further

https://www.wsj.com/business/energy-oil/exxon-spent-money-to-make-money-66ae8d14?mod=mhp

#oott #shalegas #shaleoil #esg #oott

#shalegas #shale oil #oilgas #investor #privateequity #ennovance

[ennovance]

The Marshall Plan was 5% of US GDP, and the US fiscal response to covid was 20% of US GDP

https://x.com/mohossain/status/1779287447492235568?s=46&t=GtuOmoaTjOwevz2JidiiDQ

#inflation #stimulus

#stimulus

[ennovance]

The US produces more oil than Russia and Saudi Arabia

[ennovance]

How US shale keeps sheltering America from the next oil price surge

Middle East turmoil no longer poses such a threat to the world’s thirstiest petrol consumers

https://www.ft.com/content/030dc3c8-0f25-483e-91aa-9dbd9abc5c4d via @ft #oott #shaleoil #opec

[ennovance]

BHP proposes takeover of Anglo American in mining mega-deal

Combination would bring together two of the industry’s largest companies

https://www.ft.com/content/9141eee7-825a-41d7-913d-49e8c12e76db via @ft

#m&a

[ennovance]

The US produces more oil than Russia and Saudi Arabia

#oil

[ennovance]

U.S. oil rises nearly 2% to top $83 a barrel as slowing manufacturing raises interest rate cut hopes

https://www.cnbc.com/2024/04/23/crude-oil-prices-today.html #gasprice #shaleoil #opec #oilprice #oott

#shale oil #oilprices #investor #privateequity #ennovance

[ennovance]

How US shale keeps sheltering America from the next oil price surge

Middle East turmoil no longer poses such a threat to the world’s thirstiest petrol consumers

https://www.ft.com/content/030dc3c8-0f25-483e-91aa-9dbd9abc5c4d via @ft #oott #shaleoil #opec

#shale oil #gas #investor #oott

[ennovance]

• Announced M&A remains healthy, but cash component relatively low

• Blackstone Says Private Equity’s Two-Year ‘Hibernation’ Could Be Ending

https://www.wsj.com/articles/blackstone-says-private-equitys-two-year-hibernation-could-be-ending-8c74275e?st=c74dswk7a2xly8h via @WSJ

[ennovance]

Move Aside, Big Banks: Giant Funds Now Rule Wall Street

Asset managers are growing into huge and complex financial supermarkets that mint billionaires by the dozen. Private-equity fund managers took 41 spots on Forbes magazine’s list of U.S. billionaires published this month, more than any other profession. The investors make up 5.5% of all the country’s billionaires, almost twice the 3% they comprised just 10 years ago.

Fund assets compared with country/national economies

Private equity AUM is still less than the public market (#hedgefunds, mutual funds, etc.)

https://www.wsj.com/finance/investing/investment-funds-new-financial-supermarkets-9b8187d7?mod=mhp

#privateequity #economy #investor