Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...The potential is clearly very large: currently foreign investors hold just 2% of China’s onshore bond market. By comparison, India allows foreign investors to hold as much as 12% of its bond market....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...No surprise to see GMO et al flag up “impact on third parties” from the start....
...So it’s not surprising that the first response from Buchheit et al is to answer back with bits of the bond contract that suggest sneaky loopholes instead....
...So, Bernanke et al are now going to be increasingly targeting longer-term interest rates as a means to revive growth, mitigate double-dip risks and avoid a potentially destabilizing deflationary experience...
...April’s gain was 8.2% Looking at market cycles, this is rare....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
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