A transformative deal for Unilever Plc’s food division has upended the narrative for the shares, raising investor worries about a stock that has long been viewed as a defensive bellwether.
A transformative deal for Unilever Plc’s food division has upended the narrative for the shares, raising investor worries about a stock that has long been viewed as a defensive bellwether.
Same desk, different stories
U.S. exceptionalism is no longer automatic among global investors, one market watcher told CNBC.
Blue Owl attributed the higher-than-usual requests to heightened market concerns around AI-related disruption to software companies.
Applications for US unemployment benefits fell last week, suggesting layoffs remain low.
Blue Owl Capital Inc. will limit redemptions from two of its private credit funds after facing a surge in withdrawal requests that is unprecedented among major firms in the $1.8 trillion market.
OpenAI's non-binding memory deal restructured Samsung, killed Micron's consumer brand, and sent stocks to all-time highs. The demand signal just reversed.
Relaxing covenant requirements to win competitors in the race to fund deals is leaving sub-investment grade loan investors without their last line of defense, according to an analysis by Moody’s Ratings.