AMSA Newsletter #7

Prepared by the Assets Team

Calvin Barlow - Beau Brouwers - Cristian Benciu - Felix Cucoș - Jayden Dames - Kerem Koruk - Lyuboslav Panayotov - Nikola Rusinov - Paolo Catani - Sara Ługowska

  • Crystal Palace Ownership Shift: John Textor to sell his stake in Crystal Palace, aiming to reinvest in another English club. Club’s development plans remain intact.

  • China’s Sovereign Bonds: New Rmb40bn bonds faced trading halts due to high demand and volatility, reflecting strong investor interest in safe-haven assets.

  • NVIDIA’s Surge: Nvidia's revenue skyrocketed 262%, driven by AI demand. New product lines expected to fuel further growth. Market cap hits $2.3 trillion.

  • US Corporate Bonds: Rising downgrade risks for low-quality investment-grade bonds amid economic slowdown, though high demand persists due to anticipated rate cuts.

  • Argentina’s Peso: Peso falls sharply against the dollar, challenging President Milei’s economic plans, including potential dollarisation and lifting currency controls.