Swiss Watch Exports Dragged Lower by Sharp Downturn in U.S. Exports

KKR's co-CEO has highlighted a significant trend where global investors are increasingly directing their investments towards Asia as the US dollar weakens. This shift is important because it reflects a growing confidence in Asia's economic fundamentals, suggesting that investors see better opportunities in the region compared to the US. As the dollar slips, this could lead to a more balanced global investment landscape.

In the latest episode of the Big Take Asia podcast, the discussion centers around China's strategic control over the rare earths market and how this gives the country significant leverage in its ongoing trade tensions with the United States. This topic is crucial as it highlights the geopolitical implications of resource control and the potential impact on global supply chains.

The U.S. Customs and Border Protection (CBP) has processed nearly 24 million parcels that would have been duty-free since the U.S. ended the de minimis exemption. This change in policy is significant as it impacts how goods are imported into the country, potentially affecting both consumers and businesses. Understanding these shifts can help stakeholders navigate the evolving landscape of international trade.

Recent data reveals that US crude oil inventories have unexpectedly dropped, indicating a stronger demand for oil. This decline is significant as it suggests that the economy may be recovering, leading to increased consumption of energy resources. Investors and analysts are closely monitoring this trend, as it could impact oil prices and the overall energy market.

The Toronto Stock Exchange (TSX) has fallen below the 30,000 mark as new data reveals that inflation has accelerated to 2.4% in September. This rise in inflation is concerning for investors and could signal potential economic challenges ahead. Understanding these trends is crucial as they can impact everything from consumer spending to interest rates, making it a significant development for anyone keeping an eye on the economy.

Dick's Sporting Goods is making waves in the retail world by announcing a surprising partnership with a rival of Lululemon. As the largest sporting goods retailer in the U.S., Dick's is strategically positioning itself to navigate the current economic uncertainty and changing consumer spending habits. This collaboration could not only bolster Dick's brand offerings but also shake up the competitive landscape, making it a significant development for both companies and their customers.

Costamare has made amendments to its shareholder rights agreement to better align with the US ownership threshold. This change is significant as it reflects the company's commitment to adapting its governance structures in response to regulatory requirements, ensuring that it remains compliant and attractive to investors. Such adjustments can enhance shareholder confidence and potentially influence future investment decisions.

Costamare Bulkers has made a significant amendment to its shareholder rights agreement, aiming to limit US ownership in the company. This change is noteworthy as it reflects the company's strategy to manage its shareholder base and potentially influence its governance structure. Understanding these adjustments is crucial for investors and stakeholders who are monitoring the company's direction and compliance with regulatory frameworks.

BlackRock has emerged as one of the largest investors in a significant $27 billion debt deal orchestrated by Meta Platforms and Blue Owl to fund the construction of a new data center in Louisiana. This investment not only highlights the confidence in Meta's growth strategy but also underscores the increasing importance of data centers in supporting digital infrastructure. As demand for data storage and processing continues to rise, this deal is a pivotal step in enhancing Meta's capabilities and expanding its operational footprint.

Hanmi Financial has reported an impressive 46% surge in net income for the third quarter of 2025, alongside a remarkable tripling of its commercial and industrial lending. This significant growth highlights the bank's strong performance and ability to capitalize on market opportunities, which is crucial for its stakeholders and the broader economy.

East West Bancorp has reported record earnings for Q3 2025, showcasing impressive growth driven by a strong increase in deposits. This achievement highlights the bank's effective strategies in attracting customers and managing resources, which is crucial in today's competitive financial landscape. Such performance not only boosts investor confidence but also positions the bank favorably for future opportunities.

DroneShield has reported an astonishing 1,091% surge in revenue for Q3 2025, driven by a skyrocketing demand for counter-drone technology. This remarkable growth highlights the increasing importance of drone defense solutions in today's security landscape, as more organizations recognize the need to protect against potential drone threats. The company's success not only reflects its innovative approach but also signals a booming market for drone-related technologies, making it a key player to watch in the industry.

Mark Douglas, the CEO of MNTN, shared insights on Netflix's third-quarter performance and advertising strategy. He noted that while over half of new users are opting for ad-supported subscriptions, the pace of ad serving hasn't kept up, which presents challenges for the current quarter. However, Douglas remains optimistic, suggesting that this situation could lead to positive outcomes in future quarters. This perspective is important as it highlights the evolving landscape of streaming services and their reliance on advertising revenue.

Analyst David Joyce from Seaport Research Partners believes that Netflix's stock is overreacting to recent news, as the company's quarterly performance exceeded expectations. He highlighted that Netflix is making significant strides in its advertising efforts, which is crucial for its growth strategy. This positive outlook suggests that investors may want to reconsider their positions on Netflix, especially as it navigates the competitive landscape of streaming.