Hints and tips:
...Alan Ruskin at Deutsche Bank argues that optimism in an eventual V-shaped recovery is “next to impossible when the real economy is only starting the downside of the V at a historic pace of descent....
...“The recession still looks like a U, not a V,” said David Kelly, chief global strategist at JPMorgan Funds....
...Then payroll taxes should be eliminated for the rest of the year (and all those already paid this year by workers and employers refunded) until the deflation abates....
...Restoring dividends depends greatly on the economy attaining a V-shaped trajectory and generating a sharp rise in earnings....
...One can also argue that June has plenty of downside as few expect the glut of supply will abate soon....
...US business groups are calling on the federal government to shield companies from litigation if they expose employees to Covid-19 infection by calling them back to work before the pandemic abates....
...There has also been a supply chain shock, but this may soon start to abate. Should markets be worried that policymakers cannot now prevent a global recession?...
...In the current environment this is a big one, as shown here: Vix, % (LHS) v Vix volatility curve, %, 6th minus 1st contract (RHS) Now, the extreme shifts across markets and the response from central banks...
...However, we anticipate some weakness in gold and silver prices should the risks abate....
...“External headwinds are unlikely to abate swiftly,” said Mr Rakau. “Global trade dynamics remain weak.”...
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...Similar dramatic V-shapes can be seen in measures of volatility, which rose and then fell, in market-generated inflation forecasts and bond yields, which fell and then rose....
...David Blanchflower, Bruce V. Rauner professor, Dartmouth College Most unlikely....
...(FT) Journalism v Silicon Valley The media has lost control of production and distribution to the opaque algorithms of Google and Facebook....
...Improvements in financial technology that allow people to evade the Gesell tax are increases in the velocity of money, V....
...Instead, they roar with delight at every sickening thwack of thinly gloved fist on flesh, booing every time the blows abate....
...Either way, interest in Mexico is unlikely to abate. Just look around - record low yields on haven government bonds such as US Treasuries, UK gilts and German Bunds are proving no deterrent to buyers....
...But emerging market growth stocks are also tipped to perform, as concerns over China – in particular – abate....
...crisis is beginning to abate....
...The author of the BarCap report — one Joseph Abate — says he expects to be writing about the finreg bill for a long time. We’ll keep an eye out. *Thanks guys....
...Some believe today’s asset prices demonstrate a “V” shaped recovery is well underway in the US while others say another down leg is coming that could threaten the nascent recovery and validate “double-dip...
...If growth in developed countries starts to look like a “U”, in emerging markets it already is a “V”....
...They want to show Mr Bush that this is not a US v Europe political issue but a question of management and corporate governance. The US position will be critical....
...Q: Your thoughts please on positioning v branding and perhaps the former requiring much more attention and effort?...
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