Why $4 a gallon gas prices won’t trigger Fed interest rate hikes — and could lead to cuts https://www.cnbc.com/2026/03/31/why-4-a-gallon-gas-prices-wont-trigger-fed-interest-rate-hikes-and-could-lead-to-cuts.html #ennovance
Why $4 a gallon gas prices won’t trigger Fed interest rate hikes — and could lead to cuts
www.cnbc.com/2026/03/31/w... #ennovance
Love seeing the fog lift in the productivity stats. Productivity up, unemployment steady, and AI still doing more on paper than in practice. The real bottleneck might be humans… not losing jobs, just not hiring fast enough in the exposed roles — but is that a temporary pause, or the first sign of firms quietly reorganizing around AI‑heavy workflows? https://cdn.sanity.io/files/4zrzovbb/website/dc7bcd0224644fce97cecb7f9e68dcd8434b35f1.pdf #productivity #ennovance #investment
Love seeing the fog lift in the productivity stats. Productivity up, unemployment steady, and AI still doing more on paper than in practice. The real bottleneck might be humans… not losing jobs, just not hiring fast enough in the exposed roles — but is that a temporary pause, or the first sign of firms quietly reorganizing around AI‑heavy workflows? https://cdn.sanity.io/files/4zrzovbb/website/dc7bcd0224644fce97cecb7f9e68dcd8434b35f1.pdf #productivity #ennovance #investment
Love seeing the fog lift in the productivity stats.
…AI still doing more on paper than in practice. The real bottleneck might be humans… ..sign of firms quietly reorganizing around AI‑heavy workflows?
cdn.sanity.io/files/4zrzov...
#productivity #ennovance #investment
CBO’s outlook shows the primary deficit holding near ~2% of GDP, but the headline deficit still balloons as the debt stock compounds. The gap between primary and total deficits—~1.2pp in 2015 vs. ~3.2pp today—widens sharply through the 2030s even with rates ≈ growth. With debt now the dominant driver of fiscal slippage, future policy will be constrained less by primary spending choices and more by managing the debt load itself. Could the very tool that helped contain debt in the 2010s—Fed balance sheet expansion—become harder to rely on given Kevin Warsh’s hawkish stance on balance sheet growth? https://x.com/mohossain/status/1787128773583790241?s=46 ht:dB/baml #riskarb #investment #ennovance https://x.com/mohossain/status/2024464152224280594?s=46
CBO’s outlook shows the primary deficit holding near ~2% of GDP, but the headline deficit still balloons as the debt stock compounds. The gap between primary and total deficits—~1.2pp in 2015 vs. ~3.2pp today—widens sharply through the 2030s even with rates ≈ growth. With debt now the dominant driver of fiscal slippage, future policy will be constrained less by primary spending choices and more by managing the debt load itself. Could the very tool that helped contain debt in the 2010s—Fed balance sheet expansion—become harder to rely on given Kevin Warsh’s hawkish stance on balance sheet growth? https://x.com/mohossain/status/1787128773583790241?s=46 ht:dB/baml #riskarb #investment #ennovance https://x.com/mohossain/status/2024464152224280594?s=46
... Could the very tool that helped contain debt in the 2010s—Fed balance sheet expansion—become harder to rely on given Kevin Warsh’s hawkish stance on balance sheet growth?
x.com/mohossain/st... ht:dB/baml #riskarb #investment #ennovance
x.com/mohossain/st...
When S&P 500 profit margins sit near record highs after a recession, the market isn’t just discounting growth, it’s pricing in perfect execution. #investments #growth #Ennovance https://x.com/mohossain/status/2024459337725288618?s=46
When S&P 500 profit margins sit near record highs after a recession, the market isn’t just discounting growth, it’s pricing in perfect execution.
#investments #growth #Ennovance
x.com/mohossain/st...
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞
AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% a clean sign of rising productivity
x.com/mohossain/st...
#AI #Ennovance
Global VC in climate & cleantech is down ~50% from 2021 highs. The era of “free money to get rich quick” is over. Capital is now asking for traction. #VC #Ennovance #Fund #investor $ https://x.com/mohossain/status/2012566528005120360?s=46
Global VC in climate & cleantech is down ~50% from 2021 highs. The era of “free money to get rich quick” is over. Capital is now asking for traction.
#VC #Ennovance #Fund #investor $
x.com/mohossain/st...
🇺🇸 Job growth slows, but outpaces population growth 🎱 Wage Growth 🎱 Unemployment Rate 🇺🇸 Employment Growth Rate Rate Held Steady at 60.9% #Economy #Resilience #RiskManagement #ennovance
🇺🇸 Job growth slows, but outpaces population growth 🎱 Wage Growth 🎱 Unemployment Rate 🇺🇸 Employment Growth Rate Rate Held Steady at 60.9% #Economy #Resilience #RiskManagement #ennovance
🇺🇸 Job growth slows, but outpaces population growth 🎱 Wage Growth 🎱 Unemployment Rate 🇺🇸 Employment Growth Rate Rate Held Steady at 60.9% #Economy #Resilience #RiskManagement #ennovance
🇺🇸 Job growth slows, but outpaces population growth 🎱 Wage Growth 🎱 Unemployment Rate 🇺🇸 Employment Growth Rate Rate Held Steady at 60.9% #Economy #Resilience #RiskManagement #ennovance
🇺🇸 Job growth slows, but outpaces population growth
🎱 Wage Growth
🎱 Unemployment Rate
🇺🇸 Employment Growth Rate Rate Held Steady at 60.9%
#Economy #Resilience #RiskManagement #ennovance
🇺🇸 𝐒𝐭𝐢𝐥𝐥 𝐭𝐡𝐞 𝐞𝐧𝐠𝐢𝐧𝐞 𝐨𝐟 𝐠𝐥𝐨𝐛𝐚𝐥 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧. From record-breaking business applications to AI breakthroughs and capital market depth—America’s dynamism isn’t just unmatched, it’s accelerating.
🇺🇸 𝐒𝐭𝐢𝐥𝐥 𝐭𝐡𝐞 𝐞𝐧𝐠𝐢𝐧𝐞 𝐨𝐟 𝐠𝐥𝐨𝐛𝐚𝐥 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧.
From record-breaking business applications to AI breakthroughs and capital market depth—America’s dynamism isn’t just unmatched, it’s accelerating.
#investments #innovation #Growth #Ennovance
✅On January 8, the @AtlantaFed #GDPNow model nowcast of 𝐫𝐞𝐚𝐥 𝐆𝐃𝐏 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐐𝟒 𝟐𝟎𝟐𝟓 𝐢𝐬 𝟓.𝟒% #economy #Investment #Resistance $ #Ennovance @MoHossain
✅On January 8, the @AtlantaFed #GDPNow model nowcast of 𝐫𝐞𝐚𝐥 𝐆𝐃𝐏 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐐𝟒 𝟐𝟎𝟐𝟓 𝐢𝐬 𝟓.𝟒%
#economy #Investment #Resistance $ #Ennovance @MoHossain
More rules ≠ better outcomes US regulation keeps growing: +1.5M restrictive words since the 1980s, and regulatory spend now sits at roughly 5% of the federal budget. The burden falls hardest on materials, industrials, energy, and healthcare—sectors that power capex, innovation, and jobs. Ineffective regulation isn’t free; it quietly taxes growth and employment. What tradeoff do you think policymakers underestimate most when they add new rules? #economy #investment #job #wage $ https://x.com/mohossain/status/2001529663827349683?s=46 #ennovance
More rules ≠ better outcomes US regulation keeps growing: +1.5M restrictive words since the 1980s, and regulatory spend now sits at roughly 5% of the federal budget. The burden falls hardest on materials, industrials, energy, and healthcare—sectors that power capex, innovation, and jobs. Ineffective regulation isn’t free; it quietly taxes growth and employment. What tradeoff do you think policymakers underestimate most when they add new rules? #economy #investment #job #wage $ https://x.com/mohossain/status/2001529663827349683?s=46 #ennovance
More rules ≠ better outcomes US regulation keeps growing: +1.5M restrictive words since the 1980s, and regulatory spend now sits at roughly 5% of the federal budget. The burden falls hardest on materials, industrials, energy, and healthcare—sectors that power capex, innovation, and jobs. Ineffective regulation isn’t free; it quietly taxes growth and employment. What tradeoff do you think policymakers underestimate most when they add new rules? #economy #investment #job #wage $ https://x.com/mohossain/status/2001529663827349683?s=46 #ennovance
More rules ≠ better outcomes US regulation keeps growing: +1.5M restrictive words since the 1980s, and regulatory spend now sits at roughly 5% of the federal budget. The burden falls hardest on materials, industrials, energy, and healthcare—sectors that power capex, innovation, and jobs. Ineffective regulation isn’t free; it quietly taxes growth and employment. What tradeoff do you think policymakers underestimate most when they add new rules? #economy #investment #job #wage $ https://x.com/mohossain/status/2001529663827349683?s=46 #ennovance
More rules ≠ better outcomes
US regulation keeps growing: +1.5M restrictive words since the 1980s, and regulatory spend now sits at roughly 5% of the federal budget. The burden falls hardest on materials, industrials sectors that power capex, innovation, and jobs.
x.com/mohossain/st...
#ennovance
Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46
Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46
Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46
Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46
Wall Street is now AI’s balance sheet.
AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations
⬇️
Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ
www.wsj.com/finance/inve...
#ennovance
x.com/mohossain/st...
Oct ADP: +42k rebound, yet 3‑mo avg only +3k. Labor trend still fragile. 𝐈𝐬 𝐭𝐡𝐞 𝐅𝐞𝐝’𝐬 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚 𝐛𝐞𝐭 𝐨𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐨𝐫 𝐥𝐚𝐛𝐨𝐫 𝐰𝐞𝐚𝐤𝐧𝐞𝐬𝐬? #job #unemployment #productivity #economy #fed #interestrates #investment #ennovance
Oct ADP: +42k rebound, yet 3‑mo avg only +3k. Labor trend still fragile. 𝐈𝐬 𝐭𝐡𝐞 𝐅𝐞𝐝’𝐬 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚 𝐛𝐞𝐭 𝐨𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐨𝐫 𝐥𝐚𝐛𝐨𝐫 𝐰𝐞𝐚𝐤𝐧𝐞𝐬𝐬? #job #unemployment #productivity #economy #fed #interestrates #investment #ennovance
Oct ADP: +42k rebound, yet 3‑mo avg only +3k. Labor trend still fragile. 𝐈𝐬 𝐭𝐡𝐞 𝐅𝐞𝐝’𝐬 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚 𝐛𝐞𝐭 𝐨𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐨𝐫 𝐥𝐚𝐛𝐨𝐫 𝐰𝐞𝐚𝐤𝐧𝐞𝐬𝐬? #job #unemployment #productivity #economy #fed #interestrates #investment #ennovance
Oct ADP: +42k rebound, yet 3‑mo avg only +3k. Labor trend still fragile. 𝐈𝐬 𝐭𝐡𝐞 𝐅𝐞𝐝’𝐬 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚 𝐛𝐞𝐭 𝐨𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐨𝐫 𝐥𝐚𝐛𝐨𝐫 𝐰𝐞𝐚𝐤𝐧𝐞𝐬𝐬? #job #unemployment #productivity #economy #fed #interestrates #investment #ennovance
Oct ADP: +42k rebound, yet 3‑mo avg only +3k. Labor trend still fragile. 𝐈𝐬 𝐭𝐡𝐞 𝐅𝐞𝐝’𝐬 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚 𝐛𝐞𝐭 𝐨𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐨𝐫 𝐥𝐚𝐛𝐨𝐫 𝐰𝐞𝐚𝐤𝐧𝐞𝐬𝐬?
#job #unemployment #productivity #economy #fed #interestrates #investment #ennovance
Bubbles don’t pop just because everyone sees them—FOMO keeps the air flowing. The crowd knows it’s froth, but no one wants to be the last fool without a chair when the music stops. ⬇️ Why Bubbles Can Keep Inflating in Plain Sight - WSJ https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef #Capex #AI #Investor #RiskManagement #Fund #RiskArb Ennovance @MoHossain https://x.com/mohossain/status/1982149690859589971?s=46
Bubbles don’t pop just because everyone sees them—FOMO keeps the air flowing. The crowd knows it’s froth, but no one wants to be the last fool without a chair when the music stops. ⬇️ Why Bubbles Can Keep Inflating in Plain Sight - WSJ https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef #Capex #AI #Investor #RiskManagement #Fund #RiskArb Ennovance @MoHossain https://x.com/mohossain/status/1982149690859589971?s=46
Bubbles don’t pop just because everyone sees them—FOMO keeps the air flowing. The crowd knows it’s froth, but no one wants to be the last fool without a chair when the music stops. ⬇️ Why Bubbles Can Keep Inflating in Plain Sight - WSJ https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef #Capex #AI #Investor #RiskManagement #Fund #RiskArb Ennovance @MoHossain https://x.com/mohossain/status/1982149690859589971?s=46
Bubbles don’t pop just because everyone sees them—FOMO keeps the air flowing. The crowd knows it’s froth, but no one wants to be the last fool without a chair when the music stops. ⬇️ Why Bubbles Can Keep Inflating in Plain Sight - WSJ https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef #Capex #AI #Investor #RiskManagement #Fund #RiskArb Ennovance @MoHossain https://x.com/mohossain/status/1982149690859589971?s=46
Bubbles don’t pop just because everyone sees them—FOMO keeps the air flowing. The crowd knows it’s froth, but no one wants to be the last fool without a chair when the music stops.
⬇️
Why Bubbles Can Keep Inflating in Plain Sight - WSJ
www.wsj.com/finance/stoc... #Ennovance
x.com/mohossain/st...
💰 When $7B feels small and $9B feels dated… the new benchmark is $10B. AI + defense + growth = the new holy trinity of capital deployment. #LP #Fund #Investment #VC #Tech #ennovance https://x.com/mohossain/status/1981197126668603464?s=46 @mohossain
💰 When $7B feels small and $9B feels dated… the new benchmark is $10B.
AI + defense + growth = the new holy trinity of capital deployment.
#LP #Fund #Investment #VC #Tech #ennovance
x.com/mohossain/st... @mohossain
Japan’s love affair with private equity is heating up. For global investors, it’s both an opportunity and a test: is this structural change or cyclical sugar high…can the momentum survive rising rates + geopolitics? https://www.ft.com/content/9c4b8ea7-708e-4f7f-93d5-de86ca87572d #PE #deal #Ennovance @mohossain
Japan’s love affair with private equity is heating up. For global investors, it’s both an opportunity and a test: is this structural change or cyclical sugar high…can the momentum survive rising rates + geopolitics?
www.ft.com/content/9c4b... #PE #deal #Ennovance @mohossain
Earnings > expectations ✅ | Gold -5% ❌ | Stocks flat ➖. Market mood: cautious optimism. ⬇️ Stocks mostly flat but earnings a positive; gold drops 5% https://www.reuters.com/world/china/global-markets-wrapup-1-2025-10-21/ #Investing #ennovance @MoHossain
Earnings > expectations ✅ | Gold -5% ❌ | Stocks flat ➖. Market mood: cautious optimism.
⬇️
Stocks mostly flat but earnings a positive; gold drops 5%
www.reuters.com/world/china/...
#Investing #ennovance @MoHossain
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤?
Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets.
@MorganStanley
#equity #credit #Investor #ennovance @mohossain
𝐈𝐧 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭, 𝐬𝐦𝐚𝐥𝐥 𝐄𝐁𝐈𝐓𝐃𝐀 𝐦𝐞𝐚𝐧𝐬 𝐛𝐢𝐠 𝐭𝐫𝐨𝐮𝐛𝐥𝐞 — 𝐭𝐡𝐞 𝐠𝐫𝐚𝐯𝐞𝐲𝐚𝐫𝐝 𝐟𝐢𝐥𝐥𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐨𝐦 𝐮𝐩. M&A #privatedebt #BDC #Privatecredit #fund #Investor #Loan #Ennovance @mohossain
𝐈𝐧 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭, 𝐬𝐦𝐚𝐥𝐥 𝐄𝐁𝐈𝐓𝐃𝐀 𝐦𝐞𝐚𝐧𝐬 𝐛𝐢𝐠 𝐭𝐫𝐨𝐮𝐛𝐥𝐞 — 𝐭𝐡𝐞 𝐠𝐫𝐚𝐯𝐞𝐲𝐚𝐫𝐝 𝐟𝐢𝐥𝐥𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐨𝐦 𝐮𝐩.
M&A #privatedebt #BDC #Privatecredit #fund #Investor #Loan #Ennovance @mohossain
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥.
Wall Street's fee machine is humming again.
Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year.
x.com/mohossain/st...
#ennovance
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist
Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t.
x.com/mohossain/st...
#merger #PE #Exit #AI #aGI #Tech
x.com/mohossain/st... #ennovance
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭?
$5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦.
x.com/mohossain/st...
#Investment #productivity $spx #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines:
🛒 Consumers steady (+5% YoY sales)
📉 Recession odds fading fast
💧 Liquidity loose despite Fed hikes
💰 S&P 500 margins near record highs
#Economy #Investing #ennovance
𝐖𝐞𝐚𝐤 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 ≠ 𝐖𝐞𝐚𝐤 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 Slow job growth is driven by labor supply constraints related to immigration, AI productivity gains, and normalization of public sector employment, not by an economic slowdown https://www.stlouisfed.org/on-the-economy/2025/feb/impact-generative-ai-work-productivity https://x.com/mohossain/status/1975967106949582882?s=46 #Job #Labor #Immigration #AI #investments #Productivity #GovernmentJobs #ennovance @ennovance Mo Hossain
𝐖𝐞𝐚𝐤 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 ≠ 𝐖𝐞𝐚𝐤 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 Slow job growth is driven by labor supply constraints related to immigration, AI productivity gains, and normalization of public sector employment, not by an economic slowdown https://www.stlouisfed.org/on-the-economy/2025/feb/impact-generative-ai-work-productivity https://x.com/mohossain/status/1975967106949582882?s=46 #Job #Labor #Immigration #AI #investments #Productivity #GovernmentJobs #ennovance @ennovance Mo Hossain
𝐖𝐞𝐚𝐤 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 ≠ 𝐖𝐞𝐚𝐤 𝐄𝐜𝐨𝐧𝐨𝐦𝐲
Slow job growth is driven by labor supply constraints related to immigration, AI productivity gains, and normalization of public sector employment, not by an economic slowdown
www.stlouisfed.org/on-the-econo...
x.com/mohossain/st...
#ennovance @ennovance
Households are dialing up the risk—single‑name call buying is ringing off the hook. ht:gs #riskon #investing #option #Ennovance https://x.com/mohossain/status/1975648509693989141?s=46 Hossain
Households are dialing up the risk—single‑name call buying is ringing off the hook.
ht:gs #riskon #investing #option #Ennovance
x.com/mohossain/st...
Sticky ETF and central bank flows have lifted the floor—so is $5k/toz #gold by YE2026 just one tail away? Price has rocketed 50% this year, its best performance since 1979, as institutional investors pile in -FT https://x.com/mohossain/status/1975376313570496642?s=46 #Sanctions #BRICS #EM #centralbank #Bitcoin #inflation #speculative #GLD #Ennovance
Sticky ETF and central bank flows have lifted the floor—so is $5k/toz #gold by YE2026 just one tail away? Price has rocketed 50% this year, its best performance since 1979, as institutional investors pile in -FT https://x.com/mohossain/status/1975376313570496642?s=46 #Sanctions #BRICS #EM #centralbank #Bitcoin #inflation #speculative #GLD #Ennovance
Sticky ETF and central bank flows have lifted the floor—so is $5k/toz #gold by YE2026 just one tail away?
Price has rocketed 50% this year, its best performance since 1979
-FT
x.com/mohossain/st...
#Sanctions #BRICS #EM #centralbank #Bitcoin #inflation #speculative #GLD #Ennovance
💰 Dry powder remains the elephant in the room. ~$700bn+ of buyout capital is sitting on the sidelines. That’s nearly 3x the 2015 level. Deployment pressure is real. #exit #PrivateEquity #lbo #lp #fund #PE #investor #credit #ennovance https://x.com/mohossain/status/1974860849107071421?s=46
💰 Dry powder remains the elephant in the room. ~$700bn+ of buyout capital is sitting on the sidelines. That’s nearly 3x the 2015 level.
Deployment pressure is real.
#exit #PrivateEquity #lbo #lp #fund #PE #investor #credit #ennovance
x.com/mohossain/st...
S&P 500 forward profit margins are at record highs. Companies are squeezing efficiency and pricing power like never before. Bloomberg’s U.S. Financial Conditions Index shows liquidity is looser now than in 2021. But weekly bankruptcy filings tell a different story. While nowhere near 2010 peaks, filings have been trending up. Easy money ≠ no stress. #investment #ennovance
S&P 500 forward profit margins are at record highs. Companies are squeezing efficiency and pricing power like never before. Bloomberg’s U.S. Financial Conditions Index shows liquidity is looser now than in 2021. But weekly bankruptcy filings tell a different story. While nowhere near 2010 peaks, filings have been trending up. Easy money ≠ no stress. #investment #ennovance
S&P 500 forward profit margins are at record highs.
U.S. Financial Conditions Index shows liquidity is looser now than in 2021.
But weekly bankruptcy ?
While nowhere near 2010 peaks, filings have been trending up. Easy money ≠ no stress.
#investment #ennovance
📉 All‑in yields keep sliding: • IG < 5% • HY < 6.5% Credit markets signaling easier conditions ahead? #investment #ennovance
📉 All‑in yields keep sliding:
• IG < 5%
• HY < 6.5%
Credit markets signaling easier conditions ahead?
#investment #ennovance
𝟐𝟎𝟐𝟓 𝐢𝐬 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐞𝐠𝐚𝐝𝐞𝐚𝐥? AI fueling the strongest large-deal cycle since 2021: • $1.1T deal value (+26% YoY) …𝐷𝑎𝑡𝑎 𝑐𝑒𝑛𝑡𝑒𝑟𝑠, 𝑃𝑜𝑤𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑, 𝐴𝐼 𝑖𝑛𝑡𝑒𝑔𝑟𝑎𝑡𝑖𝑜𝑛 • 47 megadeals already • 17% more large deals expected vs. 2024 ht: PWC #ennovance #privateequity #lbo #valuation #realestate https://x.com/mohossain/status/1969471176931000679?s=46
𝟐𝟎𝟐𝟓 𝐢𝐬 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐞𝐠𝐚𝐝𝐞𝐚𝐥? AI fueling the strongest large-deal cycle since 2021: • $1.1T deal value (+26% YoY) …𝐷𝑎𝑡𝑎 𝑐𝑒𝑛𝑡𝑒𝑟𝑠, 𝑃𝑜𝑤𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑, 𝐴𝐼 𝑖𝑛𝑡𝑒𝑔𝑟𝑎𝑡𝑖𝑜𝑛 • 47 megadeals already • 17% more large deals expected vs. 2024 ht: PWC #ennovance #privateequity #lbo #valuation #realestate https://x.com/mohossain/status/1969471176931000679?s=46
𝟐𝟎𝟐𝟓 𝐢𝐬 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐞𝐠𝐚𝐝𝐞𝐚𝐥? AI fueling the strongest large-deal cycle since 2021: • $1.1T deal value (+26% YoY) …𝐷𝑎𝑡𝑎 𝑐𝑒𝑛𝑡𝑒𝑟𝑠, 𝑃𝑜𝑤𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑, 𝐴𝐼 𝑖𝑛𝑡𝑒𝑔𝑟𝑎𝑡𝑖𝑜𝑛 • 47 megadeals already • 17% more large deals expected vs. 2024 ht: PWC #ennovance #privateequity #lbo #valuation #realestate https://x.com/mohossain/status/1969471176931000679?s=46
𝟐𝟎𝟐𝟓 𝐢𝐬 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐞𝐠𝐚𝐝𝐞𝐚𝐥?
AI fueling the strongest large-deal cycle since 2021:
• $1.1T deal value (+26% YoY) …𝐷𝑎𝑡𝑎 𝑐𝑒𝑛𝑡𝑒𝑟𝑠, 𝑃𝑜𝑤𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑, 𝐴𝐼 𝑖𝑛𝑡𝑒𝑔𝑟𝑎𝑡𝑖𝑜𝑛
• 47 megadeals already
• 17% more large deals expected vs. 2024
ht: PWC #ennovance #valuation #realestate
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Tech dealmaking is booming in 2025 with $645B in moves driven by the AI arms race. Giants like Meta, Nvidia & Salesforce lead bold bets fueling innovation & market leadership. Expect $100B+ deals and record global M&A in 2026. AI disruption = huge opportunities. #TechInvesting #AI #Ennovance $qqq
Tech dealmaking is booming in 2025 with $645B in moves driven by the AI arms race. Giants like Meta, Nvidia & Salesforce lead bold bets fueling innovation & market leadership. Expect $100B+ deals and record global M&A in 2026. AI disruption = huge opportunities. #TechInvesting #AI #Ennovance $qqq
