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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Equity markets and risk assets have had a couple of positive days this week, underwritten by the technology sector and by growing market expectations that the Fed will deliver a rate cut on 10th December. With this in mind, we discuss the Fed outlook and the latest US data, with US data taps turning back on post the government shutdown. In Europe, our focus is on inflation data and the UK budget. In Asia, we focus on the Reserve Bank of India policy meeting next week, India's macro outlook, and key data coming out across the region. Chapters: 01:52, Europe: 09:16, Asia: 14:44.
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