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Public Markets 3h Briefing

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Asia Markets

Tokyo investing.com is urging the US to honor trade terms as a 15% blanket levy looms. Asian energy buyers bloomberg.com are feeling the impact of a dramatic fuel crunch, from Thai farmers racing for diesel to Indian refinery executives monitoring the Persian Gulf through the night.

Executive Compensation

Google CEO Sundar Pichai ft.com received a new pay deal worth up to $692 million, including stock options tied to Waymo's growth. Nvidia CEO Jensen Huang investing.com will receive a $4 million bonus tied to 2027 revenue milestones.

Corporate Strategy

Novo Nordisk bloomberg.com and Hims have ended their feud, with Novo planning to sell weight-loss drugs on Hims & Hers Health's platform. Australian pension funds bloomberg.com are heading to the US next week to showcase their $3.2 trillion in investments.

Economic Policy

The Fed's Hammack investing.com warned of potential "tighter" policy as oil shocks linger. Sri Lanka's central bank governor bloomberg.com said the country is in a "good position" to absorb oil price shocks from Middle East conflict.

Consumer Trends

Retailers are taking away fast, free shipping as FedEx and UPS charge more, with companies testing "no rush" delivery options and fees to make customers slow down.