Hints and tips:
...Alphabet’s shares fell almost 8 per cent after Bard last week produced an ambiguous answer to a question about pictures taken by the James Webb Space Telescope....
...Bruna Skarica, UK economist at Morgan Stanley, said she thought the inflation figures were a game-changer with “stickiness in core goods [inflation], despite fairly lacklustre retail sales volumes”....
...Rallies are always strongest in Japan when there is a pro-reform regime in government and a perception that there will be action as well as words, say analysts at Morgan Stanley....
...Merryn Somerset Webb is editor-in-chief of MoneyWeek. Views are personal. merryn@ft.com....
...Goldman Sachs, Morgan Stanley, MUFG, Credit Suisse, Nomura and Macquarie declined to comment....
...Jim Caron, portfolio manager at Morgan Stanley, described the moment as a “peak in growth, a peak in inflation and a peak in policy stimulus”....
...One thing to start: Don’t miss the latest MoneyWeek podcast in which the FT’s Robin Wigglesworth talks to Merryn Somerset Webb about how passive investing can’t be blamed for inflated stock market valuations...
...The simplest explanation of the extraordinary shift, says Morgan Stanley is the “demands of institutional investors”....
...Morgan Stanley, which has a positive model on the go, reckons that economic output globally will return to pre-Covid levels by the end of the year....
...Back in the 2000s, Morgan Stanley’s chief economist made the case for a “great haircut”....
...But SFC data tracked by Webb-site, an online database maintained by activist investor David Webb, shows mainland companies as a whole have continued hiring even as recruitment by international and local...
...Closing quote — essential comment before you go Merryn Somerset Webb Existing trends are likely to accelerate in our post-pandemic world....
...Rolls-Royce announced the rights issue on Thursday, but Morgan Stanley and Goldman Sachs cut their exposure by up to half late last week, sources said, over concerns about coronavirus and market volatility...
...But Merryn Somerset Webb warns “it is worth remembering that there is never anything safe about stock markets in the short term”....
...Merryn Somerset Webb is editor-in-chief of MoneyWeek. Views are personal. merryn@ft.com. Twitter: @MerrynSW...
...Closing quote — essential comment before you go Merryn Somerset Webb You might not like the thought of paying tax on your pension contributions — but it’s coming....
...“With or without a Mifid II mandate, the study reveals more needs to be done, and advisers are seeking partnership and support, in terms of both knowledge sharing and physical collateral,” said Mike Webb...
...Back in 2011 Morgan Stanley’s Stephen Roach called for a “great haircut” — an agreement among bond investors, banks and consumer groups to write down mortgage debt and jump-start the economy....
...Barclays, Morgan Stanley, UniCredit, Credit Suisse and Royal Bank of Scotland are facing writedowns of up to £1.8bn....
...David Webb, a corporate governance specialist, said the investigation underscored a longstanding need for the government to move responsibility for administering Hong Kong’s listing rules from HKEX to the...
...Former pensions minister Steve Webb argues that because of “the huge tax advantages” all self-employed people should be automatically enrolled into a pension, just like employees (Letters, January 17)....
...Morgan Stanley recently calculated that 21 major asset classes around the world are negative for the year in real terms....
...On a scale of smoothness, Li Ka-shing’s handover to Victor Li would come near the top, while the formal retirement of Stanley Ho, another Hong Kong tycoon who is known as the “godfather” of the booming casino...
...Cross River diamond bracelet by David Webb (1965) Ms Kaplan’s bracelet caught her eye at the Macklowe Gallery in New York thanks in part to its mix of circular, rectangular and marquise cut diamonds....
...Merryn Somerset Webb is editor-in-chief of MoneyWeek. The views expressed are personal. merryn@ft.com. Twitter: @MerrynSW...
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