Hints and tips:
...Houlihan Lokey has hired Scott Kirkby as a managing director for its European financial services and technology team. He previously worked for Bupa....
...Private equity firms that buy out companies are taking advantage of a recovery in global corporate bond and loan markets, after the Federal Reserve signalled that inflation had been sufficiently tamed for...
...While the Fed’s message that the era of monetary largesse is ending shook the overall market, few of Ark’s direct peers are suffering in the same way....
...My point in telling you about my holidays is simple: I am in the vortex of Britain’s stunning V-shaped recovery....
...Tony MariniThe most important part I saw being a compulsive gambler myself — I’ve been in recovery 17 years — I was really interested in the fluctuation of the prices, the volatility....
...recovery post Covid.”...
...“You’ll be able to count the number of months it takes to carry out a probe with one single hand,” says an EU official with direct knowledge of the discussions....
...The labour market recovery could be even more rapid because the biggest bounce back will come in employment rich service sectors....
...Some continue to expect a sharp, V-shaped recovery in which a vaccine, or a build-up of immunity in the population, allows for a quick resumption of normal economic activity....
...Signs of a V-shaped recovery. On Friday the Office for National Statistics has published retail sales data for June — when non-essential retailers were allowed to reopen again from mid-month....
...A stunted rebound will dash US president Donald Trump’s hopes of heading into the November re-election contest against Joe Biden armed with a V-shaped recovery, as he had banked on from the start of the...
...With the slowest profit recovery in Business Services, we initiate at Underweight....
...Appearing via video link from a locked down Madrid, Ms Botin said those estimates were based on a “V-shaped” recession — a sharp shock followed by a rapid recovery, but stressed this was only one possible...
...In that case we get the much-discussed V-shaped recovery in the third quarter....
...Investors will also focus on the numbers from Apple's services business....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...SNR’s largest programme, ~20% sales pre-grounding), the supply chain is currently at different rates, and we see destocking ahead, with a slower ramp than BA, given 50% of content is supplied to Spirit direct...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...This baseline view of a “V” shaped recovery is based importantly on clear signs that economic activity in China is quickly returning to normal even as Q1 is drawing to a close....
...A plant-rich, organic delivery service, Sakara will deliver portioned meals — think spicy harissa chard bowl, say — direct to your hotel or office....
...The European Autos index posted a phenomenal run from the 19 March lows to last week’s high, with the SXAP up by a whopping 58% then, outperforming the supportive V-shaped market recovery amid early evidence...
...My own feeling is that this will not be a V or even a U-shaped recovery, but a downwardly trending W that has a high risk of turning into a L....
...When we come out of this period of lockdown, we believe it will be into a V-shaped recovery (which remains our core case), and we will eventually end up with higher inflation as governments and central banks...
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...It will help the recovery to trend starting in the second half of the year, and we expect a full recovery to trend growth in 2021, with only limited permanent global output loss (50-80bp)....
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