BERNSTEIN: 'GLP-1S VS. THE WEIGHT OF THE WORLD'
BERNSTEIN DISCUSSES THE GLOBAL OBESITY CRISIS, NOTING THAT 73% OF AMERICANS ARE OVERWEIGHT OR OBESE, WITH SIMILAR TRENDS IN MEXICO, AUSTRALIA, AND THE UK. GLP-1 DRUGS LIKE WEGOVY AND ZEPBOUND OFFER NEW HOPE, WITH THE MARKET POTENTIALLY REACHING $95BN BY 2030. HOWEVER, CHALLENGES INCLUDE INSURANCE COVERAGE, MANUFACTURING, AND PATIENT ADHERENCE. FUTURE DEVELOPMENTS INCLUDE ORAL VERSIONS AND DRUGS ENHANCING EFFICACY WHILE PRESERVING MUSCLE. THESE DRUGS COULD SIGNIFICANTLY IMPACT HEALTHCARE SECTORS, POTENTIALLY REDUCING DEMAND FOR SOME TREATMENTS BUT INCREASING IT FOR OTHERS DUE TO LONGER LIFESPANS AND SURGICAL ELIGIBILITY. DESPITE INITIAL EXCITEMENT, THE LONG-TERM VIEW ON GLP-1S REMAINS CAUTIOUSLY OPTIMISTIC. ...
$TSLA | TRUMP RECOMMENDS SCRAPPING CAR-CRASH REPORTING REQUIREMENT OPPOSED BY TESLA - RTRS ...
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5 CRYPTOCURRENCIES SET TO SOAR BEFORE CHRISTMAS EVE ...
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TRUMP TRANSITION TEAM RECOMMENDS REPEAL OF AUTONOMOUS CAR-CRASH REPORTING REQUIREMENT OPPOSED BY TESLA-DOCUMENT ...
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🇨🇳CHINA NOV. M1 MONEY SUPPLY FALLS 3.7% Y/Y. ...
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CHINA NOVEMBER M2 MONEY SUPPLY +7.1% VS +7.5% Y/Y EXPECTED ...
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CHINA AGGREGATE FINANCING (CNY) NOV: 29.4T (EST 29.9791; PREV 27.06T)
- NEW YUAN LOANS (CNY): 17.100T; (EST 17.515T; PREV 16.520T)
- M2 MONEY SUPPLY (Y/Y): 7.1% (EST 7.5%; PREV 7.5%)
- M1 MONEY SUPPLY (Y/Y): -3.7% (EST -5.0%; PREV -6.1%) ...
CHINA JAN.-NOV. AGGREGATE FINANCING 29.4 TRLN YUAN EST. 29.791 TRLN YUAN. ...
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UNIDENTIFIED DRONES SIGHTED OVER U.S. RAMSTEIN AIR BASE IN GERMANY IN RECENT WEEKS, SPIEGEL REPORTS, CITING CONFIDENTIAL REPORT BY GERMAN AUTHORITIES ...
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CHINA NOVEMBER M2 MONEY SUPPLY RISES 7.1% YOY EST. +7.5%. ...
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APPLE TO BEGIN AIRPODS ASSEMBLY IN SOUTHERN INDIA BY EARLY 2025 ...
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ECB'S MAKHLOUF: THE PACE AND NUMBER OF FURTHER CUTS DEPENDS ON INFLATION. ...
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ECB'S MAKHLOUF: THE DIRECTION OF TRAVEL ON ECB INTEREST RATES IS CLEAR. ...
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ECB'S VASLE: MONTHLY DATA CONTINUE TO POINT TO WEAK GROWTH BOTH DUE TO POOR CONDITIONS IN MANUFACTURING AND A SLOWDOWN IN SERVICES SECTOR GROWTH. ...
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ECB'S VASLE: INFLATION IS STEADILY APPROACHING THE TARGET. ...
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S&P FORECASTERS ARE MORE BULLISH THAN USUAL ...
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🇨🇳CHINA'S CSRC APPROVES GFEX'S POLYSILICON OPTIONS REGISTRATION. ...
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BRAZIL FGV INFLATION IGP-10M (M/M) DEC: 1.14% (EST 1.07%; PREV 1.45%) ...
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UNIDENTIFIED DRONES SIGHTED OVER US RAMSTEIN AIR BASE IN GERMANY IN RECENT WEEKS - SPIEGEL REPORTS, CITING CONFIDENTIAL REPORT BY GERMAN AUTHORITIES ...
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CHINA NOV M2 MONEY SUPPLY +7.1% Y/Y (REUTERS POLL +7.5%) || CHINA JAN-NOV NEW YUAN LOANS 17.1 TRLN YUAN || CHINA END-NOV YUAN LENDING +7.7% Y/Y (REUTERS POLL +7.9%) ...
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COCOA TOUCHES $11,000/TON IN NEW YORK AS SUPPLY FEARS LINGER ...
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CHINA JAN. - NOV. NEW YUAN LOANS 17.1 TRLN YUAN EST. 17.515 TRLN YUAN ...
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UNIDENTIFIED DRONES SIGHTED OVER U.S. RAMSTEIN AIR BASE IN GERMANY IN RECENT WEEKS ...
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ECB'S MAKHLOUF: THE DIRECTION OF TRAVEL ON INTEREST RATES IS CLEAR ...
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DOLLAR KEEPS MORE MIXED ON THE SESSION SO FAR ...
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ECB’S MAKHLOUF: DIRECTION OF TRAVEL ON ECB INTEREST RATES IS CLEAR
- PACE AND NUMBER OF FURTHER CUTS DEPENDS ON INFLATION ...
CAN THE "WAVE OF REPLACEMENT JET DEMAND" REVIVE BOEING? ...
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ECB'S VASLE: SERVICES INFLATION REMAINS HIGH, BUT IN RECENT MONTHS IT HAS BEEN STEADILY MODERATING WHICH WAS PARTLY DUE TO LOWER WAGE GROWTH. ...
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ECB'S VASLE: DECLINING SERVICES INFLATION STRENGTHENED THE CONFIDENCE IN RETURN TO TARGET. ...
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