Topic：CNA (ChannelNewsAsia)

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Macquarie strategist Berry: Fed rate hikes less likely over the next six months than markets think

Gareth Berry, Macquarie’s foreign exchange and rates strategist, says the Federal Reserve’s decision to hold rates at 3.75% to 4%, with only two officials advocating a hike rather than the three expected by the market, together with plans to reduce the number of rate-setting meetings starting in 2027, makes further hikes over the next six months less likely than the market had previously assumed.

CNA (ChannelNewsAsia) · 2026.10.30 02:19

CNA interview: ARK’s Winton says Anthropic’s strong growth can support its high valuation

Brett Winton, chief futurist at ARK Invest, speaks with CNA’s Asia First: ARK’s venture capital fund has held a stake in Anthropic for years. He believes Anthropic’s annualized revenue could exceed 100 billion dollars by year-end, frontier labs could generate a combined 3 trillion dollars in revenue by 2030 to 2031, and the 8 billion dollar loss is merely a fair-value adjustment on convertible bonds.

CNA (ChannelNewsAsia) · 2026.10.30 02:43