Clips
When will the Fed start cutting rates?
There’s still plenty of life left in cash.
Companies rush to borrow debt.
Dealmaking is expected to pick up.
Companies are slow to reduce debt after closing mergers and acquisitions.
Companies miss debt reduction targets after deal making.
Companies struggle to reduce leverage after debt-fueled M&A.
Interviewing the CFOs of Delta, GE and Honeywell.
Another Fed pause: Companies navigate higher financing costs.
Companies struggle with rising interest expenses.
The Fed pauses — for how long?
The ongoing standoff around the U.S. debt ceiling and its impact on markets.
The Fed’s final interest rate hike?
SVB’s collapse.
The latest U.S. CPI reading.
Tyson CFO John R. Tyson faces questions from governance experts.
Twitter cuts costs.
Twitter’s first week under Elon Musk.
What’s ahead for Twitter’s next CFO?
The Fed’s latest rate decision.
Talked about the Fed’s most recent rate hike.
Discussed another rate rise by the Fed.
Discussed inflation and interest rates with Julian Worricker.
Discussed the Fed’s latest interest rate move.
U.S. companies hedge against the strong dollar.
Discussed the Federal Reserve’s latest interest rate rise with Rich Preston.
Discussed the economic outlook and how to prepare for rising rates with Citigroup CFO Mark Mason.
Discussed sustainability disclosure with Mardi McBrien/IFRS Foundation and Carrie Christopher/Splunk.
Discussed the U.S. CPI.
Discussed the Fed’s interest rate increase and the impact on business.
Discussed the impact of the Russian war on Ukraine with David Eades.
Discussing potential changes to domestic and international tax rules.
With the CFOs of Foot Locker and Nielsen.
Why Twitter doesn’t invest in Bitcoin (yet).
Why companies lobby against new interest-deduction limits.
With the CFOs of AT&T, Estée Lauder and Salesforce.
With the CFOs of Marriott International and Waste Management.
Discussed the papers and some personal news with Sally Bundock.
BBC, April 2019
Discussed the Brexit-delay with Victoria Fritz.
BBC, March 2019
Discussed Brexit with Ben Bland.
BBC, February 2019
Discussed Trump, trade and China with Sally Bundock.
BBC, January 2019
Discussed the implications of a potential no-deal Brexit with Ros Atkins.
WSJ CFO Network, June 2018
Moderated a panel at the WSJ’s CFO Network in Washington, D.C.
WSJ CFO Network, June 2017
Moderated a Brexit-panel at the WSJ’s CFO Network in Washington, D.C.
Lumen plans to focus on stabilizing its business after finalizing an agreement with creditors that slashes the struggling telecommunication firm’s debt, its finance chief told me for @business.
A record amount of money has flooded into US corporate bond markets this year. Inflows into credit funds have reached $22.8bn so far in 2024, the first positive start to a year since 2019. https://www.ft.com/content/47b15260-d48c-4d67-94aa-b3b5c37380af
Prologis has been spending big on M&A in recent years. The company continues to scout for potential targets and hopes to one day be able to leverage AI for that, its CFO Tim Arndt and Managing Director Chris Caton told me in an interview for @business.
For Cisco, the $28 billion acquisition of Splunk marks not only its biggest diversification effort to date but a historic shift to a net debt capital position, after three decades of having net cash. My latest for @business.
When GE brought on Larry Culp as CEO in 2018, the company was far too big and complicated for its own good. This is how he dismantled a 131-year-old American giant. Great read by @blsuth and @ryanbbeene for @business. via @BW
If everyone is first, then no one is first: That’s a concern for money managers and analysts in US debt markets after risky companies have increasingly borrowed solely in the loan market.
Lumen plans to focus on stabilizing its business after finalizing an agreement with creditors that slashes the struggling telecommunication firm’s debt, its finance chief told me for @business.
A record amount of money has flooded into US corporate bond markets this year. Inflows into credit funds have reached $22.8bn so far in 2024, the first positive start to a year since 2019. https://www.ft.com/content/47b15260-d48c-4d67-94aa-b3b5c37380af
Prologis has been spending big on M&A in recent years. The company continues to scout for potential targets and hopes to one day be able to leverage AI for that, its CFO Tim Arndt and Managing Director Chris Caton told me in an interview for @business.
For Cisco, the $28 billion acquisition of Splunk marks not only its biggest diversification effort to date but a historic shift to a net debt capital position, after three decades of having net cash. My latest for @business.
When GE brought on Larry Culp as CEO in 2018, the company was far too big and complicated for its own good. This is how he dismantled a 131-year-old American giant. Great read by @blsuth and @ryanbbeene for @business. via @BW
If everyone is first, then no one is first: That’s a concern for money managers and analysts in US debt markets after risky companies have increasingly borrowed solely in the loan market.