Hints and tips:
...Credit spreads, eh. Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Here’s Credit Suisse: Revenue of £531m is 13% below our estimate and group operating profit of £55.3m is 38% below our estimate of £88.5m....
...The short form though, according to Credit Suisse, is that the “ECB is likely to retain a gradual, flexible stance....
...And here is the lengthy background from Sweeney et al....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...Nevertheless, here’s what Credit Suisse surmise as the main weapons available to Bernanke et al: 1. rhetoric / altered policy language 2. bank reserve neutralization (reverse repos; term deposits) 3....
...Neville Hill, Credit Suisse: It hasn’t....
...Robert Barrie, Credit Suisse Europe will be an issue – with key events quite likely early in the year....
...Articulate and driven, Jananayagam confirms the stereotype of the Tamil diaspora: she used to work as a bond trader at the investment bank Credit Suisse and ran her own hedge fund....
...The rest – Peloton, Fannie, Freddie et al – is, for want of a better term, collateral damage....
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