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...Stephanie Stacey I think a lot of it is that 2020 in general was a really bad year for most of the stock market. So these 50 winners are kind of flukes in many ways....
...Stephanie Cohen, one of the most senior female executives in Goldman Sachs’ history, is leaving to become chief strategy officer of cloud services and cyber security group Cloudflare....
...I was born in Jakarta, and by growing up here I say I was raised in chaos: Jakarta is the very definition of chaos as a city....
...I have had the privilege of doing that these last 25 years at Goldman Sachs and cannot wait for what lies ahead!”...
...When Stephanie Cohen joined Goldman Sachs right out of college 25 years ago, even her fellow analysts could tell the fast-talking Chicago native was going to go far....
...“I’m not sure a strong currency is going to prevent someone from buying an Nvidia chip or using Amazon [but] we would probably see an impact in the midsection of the S&P 500.”...
...I think there’s more demand-led inflation in the US than we’re seeing.”...
...Stan Deal, head of the commercial planes division since 2019, is retiring immediately, to be replaced by Stephanie Pope, who has been chief operating officer for less than three months....
...“I think markets are underestimating the potential for the BoJ to do more....
...“The market has been immune to geopolitics [in the Middle East], and I think rightly so, but the focus is once again centring more on Russia,” said Ole Hansen, head of commodity strategy for Saxo Bank....
...“I remind myself that usually when I’m the most uncomfortable or the most fearful, those are the pivotal moments in life where I grew personally and professionally.”...
...Stephanie Kelton: I think a substantial factor is the pandemic....
...Stephanie Stacey...
...Robert Holzmann, governor of the Austrian central bank, said: “We should not bank on the rate cut at all for 2024”, while German Bundesbank president Joachim Nagel said “I think it’s too early to talk about...
...“I feel that we are too obsessed with monetary policy, as fiscal policy has a big impact on growth,” said Luca Paolini, chief strategist at Pictet Asset Management....
...It really is reliant on one guy and I guess we haven’t seen that since Pelé, but it was a very different landscape then.”...
...“The milestone that I’m looking for — they call it stability, I might call it normality — they’re building a plane, and they’re shipping it real soon after that, rather than having 250 planes on the parking...
...I expect more cuts to be announced.”...
...“Saudi Arabia has to make sure that all members are painfully aware of this possibility [of Saudi Arabia raising production] before the meeting, so I think this is what is now happening with the delay.”...
...The consensus seems to be very optimistic, but I think the jury is still out.”...
...Asked if she agreed with fellow ECB governing council members who have signalled a rate cut is expected this summer, Lagarde said: “I would say it is likely too, but I have to be reserved.”...
...“Markets had pulled forward interest rate cuts to levels that, I think, were quite simply unrealistic,” said Peter Schaffrik, chief European macro strategist at RBC Capital Markets....
...“I think Saudi Arabia will demand Kuwait, Iraq and the UAE chip in additional cuts, and that will be a painful discussion.”...
...“Investors think ‘if [rate cuts are] actually going to be delivered then I don’t need to hold as many dollars’.”...
...The Fed is widely expected to keep rates on hold at its December meeting and Waller said US growth appeared to be moderating “as I had hoped it would, supporting continued progress on inflation”....
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