Dear Copies
It has just been announced that Netflix is to buy Warner Brothers film studio and streaming services. This is a huge blockbuster of a deal in which Netflix is paying $72 Billion for. So far (as I write) market is not reacting super favourably towards Netflix which I find surprising as with this deal Netflix gets quite a few big products from Warner Bros such as HBO Max and the Harry Potter Films.
In about half an hour news will be coming out on inflation numbers so markets could be very buoyant later today. We did hear yesterday that unemployment is at a 3 year low which did give the market some jitters as this might impact the Fed’s decision to cut interest rates later this month.
Overall, the consensus is that Investors are feeling more confident that there will be a rate cut next Wednesday. However, what is going to happen beyond that with interest rates is a bit cloudier but still Wall Street is anticipating that there will be more rates cuts in 2026.
Jerome Powel is stepping down next year and there is a high expectation that Kevin Hasset will be taking over from him as the next Fed Chair. This could be positive for the markets as Kevin Hasset is close to Donald Trump who is keen for interest rates to come down.
As always, my focus is the fundamentals of the companies I hold. We have just come of a strong third quarter and another good sign is that we are still seeing deals are still be made between companies (i.e such as Netflix announcement today).
It has been a good year for us and the overall stock market which is why we are still seeing us hovering near that All time High Number we saw last month.
Many Thanks Lena. 05/12/2025
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