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Four Ideas, Sunday Edition:

Four Ideas

JUNE 01, 2025—GENERAL EDITION

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HEADLINES:

  • Group chat on economy turns chaotic (WSJ)
  • Dollar correlation with Treasury yields breaks down (FT)
  • M&S hackers pursue new targets (FT)
  • Canadian wildfires halt oilsands operations and evacuations (Bloomberg)
  • Vietnam proposes $2b casino resort development (Bloomberg)

TWO GRAPHS:

Daily Graph

Netflix dominates with 12 of the top 20 most-viewed shows, including the highest with 27.1 million viewers. The platform's lead highlights its strong content strategy, significantly surpassing traditional networks like CBS, whose highest-ranking show garners 17.4 million viewers. This underscores streaming's growing influence in media consumption.


Daily Graph

Harvard, with the largest endowment at $49B, has only 26% foreign students, contrasting sharply with Carnegie Mellon's 42% foreign share and $4B endowment. This highlights how higher endowment does not necessarily correlate with higher foreign student enrollment, suggesting potential differences in international student recruitment strategies.


THE IDEAS:

Mentions: UMM, SPGlobal, MDLZ, MS, XOM

01. AI Automation Disrupting Job Markets

AI advancements are not only reshaping tech jobs but also opening new opportunities for workers, fundamentally altering labor demands in various sectors over the next 6-24 months.

Related reading:

Financial Times: The great AI jobs disruption is under way

Oxford Economics: New Tools, New Skills, No End in Sight: The Challenge of AI Adoption

02. Geopolitical Trade Realignment Intensifying

Nations are increasingly trading within geopolitical confines, as China courts Asian and Gulf partners, reshaping traditional trade alliances and potentially disrupting global trade flows.

Related reading:

Financial Times: China courts Asian and Gulf partners at ‘inflection point’ for global trade

FreightWaves: McKinsey: Geopolitical partners trading more with one another, less with rivals

03. Hospitality Industry's Shift Toward Technology

The hospitality industry is transforming through tech advances, adapting to new consumer trends that will redefine operational models by 2025, enhancing customer experience and profitability.

Related reading:

HospitalityNet: 3 Emerging Booking Trends You Can’t Ignore in 2025

HospitalityNet: Top 10 Hospitality Trends: What Shaped 2024 and What To Expect in 2025

04. Global Power Sector Undergoing Major Transformation

Driven by chronic energy shortages and price volatility, the global power sector is undergoing significant transitions, with implications for energy policies and market investments.

Related reading:

Power Magazine: 2025’s Energy Crossroads: 6 Trends Redefining the Global Power Sector

CNBC: The power sector is 'transforming,' Morgan Stanley says, naming global stocks set to rise 40%