John Sinclair Foley
@johnsfoley
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I'm the U.S. editor at Reuters' opinion section, Breakingviews. I got here via London, Beijing and Hong Kong. We write views not news; these ones are mine.
London
Joined March 2009
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A privilege to edit
@dasha_reports
for her last
@breakingviews
column. She is destined for great things (regrettably at Bloomberg for the time being!)
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John Sinclair Foley Retweeted
The rising dollar is eating into profits and stock prices. Even so, the Fed and White House have tended to let the dollar do its thing. What investors lose today, they’re likely to regain tomorrow, says
@johnsfoley
.
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Amazon: FYI we might make no profit next quarter.
Market: adds $125bn to $AMZN's valuation.
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John Sinclair Foley Retweeted
PODCAST: Walmart’s market value fell $35 billion amid a profit warning.
@johnsfoley
and
@sharonlam_
join
@aimeedonnellan
to discuss how customers shifting to low-margin food is a harbinger for rivals.
Plus: Unilever’s pricey remedy.
Listen here
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John Sinclair Foley Retweeted
WATCH: From
@Breakingviews
: Walmart shed around $35 billion of market value after saying consumers are refocusing on food, rather than more profitable items. When the supermarket giant gets it wrong, something big has shifted,
@johnsfoley
explains
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John Sinclair Foley Retweeted
From
@Breakingviews
: Walmart’s profit warning is an unambiguous sign that rising prices are forcing regular Americans to change their habits. Investors in U.S. consumer stocks will be doing the same, writes
@johnsfoley
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John Sinclair Foley Retweeted
From
@Breakingviews
: After GE’s second-quarter revenue and profit were hit by inflation, war and supply problems, boss Larry Culp will miss a key cash-flow target. If not for his tireless tinkering under the hood, things would be worse, says
@johnsfoley
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If
#Walmart
with its 1.6m US employees doesn't know what customers want, what chance does anyone else have? My column on today's profit warning.
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Twitter courtwatch: here's a
@breakingviews
chart showing the market-implied probability of Musk paying $54.20 a share. (It's low, but not as low as it was.) This updates daily based on previous closing price.
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Dealmaking used to be Goldman Sachs' bread and butter; one day it might just be the crusts.
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Less investment banking revenue, more investment bankers. Two things that can't coexist for very long.
JPMorgan and Morgan Stanley reported big drops in deal fees, offset by trading gains. A return to more normal levels of revenue, but with the higher profitability investors now expect, means painful trade-offs ahead, says
@johnsfoley
.
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What will big companies do in US states that ban abortion following Friday's Supreme Court ruling? The same as they've always done in emerging markets with illiberal policies.
@reuters
@breakingviews
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John Sinclair Foley Retweeted
From
@Breakingviews
: BlackRock is offering its customers more power over the companies they invest in. The trouble is many of them don’t seem to want it, says
@johnsfoley
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BlackRock says it hopes to give investors in its funds more say on how companies behave. Trouble is, they don't all seem to want it.
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