US LNG exports will shrink if margin squeeze intensifies
Between 2025 and 2030, new LNG export capacity is expected to grow by 300 bcm per year, up 50% from 2025 levels, according to the International Energy Agency. However, intensifying margin squeezes could lead to a contraction in US LNG exports as profitability challenges mount amid volatile global energy markets and rising production costs.
Tricolor Creditors Seek Probe Into JPMorgan, Fifth Third
This Dow Jones roundup covers key financial services developments, led by Tricolor creditors pushing for an investigation into JPMorgan and Fifth Third over potential advantaged information about the bankrupt subprime auto lender. Other highlights include Midmarket firm Truelink Capital targeting $1.5 billion for its sophomore fund, Royal Bank of Canada increasing its dividend after record net income, HSBC appointing Brendan Nelson as chairman following a yearlong search, and Ares Management facing challenges in private credit but seen as a potential S&P 500 addition.
US jobs flash warning sign as Fed leadership battle heats up
From tariff turmoil and stock shocks to market meltdowns, the global financial system has never been in such flux. The latest US jobs data signals weakening hiring trends, raising concerns about economic slowdown. Meanwhile, the battle for Federal Reserve leadership intensifies, with implications for monetary policy amid persistent inflation pressures and geopolitical uncertainties.
Japanese Stocks Rally, Bond Sale Sees Solid Demand: Markets Wrap
Japanese stocks led gains in Asia on Thursday, with the Topix and Nikkei 225 rising more than 1.7% each, outperforming MSCI Inc.’s broader gauge of Asian equities, which advanced 0.5%. The rally was driven by US data showing a significant drop in November payrolls—the most since early 2023—boosting expectations for a Federal Reserve interest-rate cut next week, with swaps indicating over a 90% chance of a 25-basis-point reduction.