Hints and tips:
...Friday interview: Albert Edwards Albert Edwards, the provocative and voluble strategist at Société Générale, is known for two things: his long standing “ice age” theory, that the US and Europe will follow...
...Say what you like about Albert Edwards, SocGen’s longstanding global strategist and 37-year vet of the war on optimism — he’s a cracking writer....
...He had met Pierrepoint as a rookie prison officer and a strong bond had rapidly developed. “He was a father figure to my dad,” Newbon explained, “the son Albert and Anne never had....
...Sure, there are some asterisks — China actually looks messier after the great reopening proved a damp squib, the bond market still had some puke left to discharge, the stock market rally is mostly driven...
...“Complacency is dangerous,” proclaimed Albert Edwards at Société Générale in a note this week....
...Large companies with access to bond markets have in effect played the yield curve in reverse, says Société Générale strategist Albert Edwards....
...Société Générale’s Albert Edwards, another with a bearish bent, has talked about it too: “There’s no appetite to get budget deficits under control....
...In other “news” — and we know this is going to come as a major surprise to some Alphaville readers — Pimco thinks equities are a tad expensive but bonds look just plain awesome....
...I also meet Gregg Wilson, part of the Eon production team and grandson of co-founder Albert R “Cubby” Broccoli, and take the opportunity to ask him how they decide the theme of the next Bond movie....
...London On Tuesday this week, Dame Shirley Bassey — the only singer to record three James Bond theme songs — will take to the stage of the Royal Albert Hall for a special concert marking the 60th anniversary...
...Some stocks are more sensitive to rising bond yields than others, however. Growth investors look away now....
...for the cryptocurrency industry that aims to bring the rules governing the issuance, trading and lending of crypto tokens closely into line with those for traditional financial assets such as stocks and bonds...
...Société Générale’s global strategy one-man-army Albert Edwards — always interesting, sometimes correct — has taken a typically-engaging broad tilt at the dynamics of inflation (which he says believes is...
...But we won’t be declaring a TBD22 winner until we see Albert Edwards’ latest due Thursday. Further reading:— JPMorgan; Capital Economics; Goldman Sachs; Deutsche Bank; Nomura, etc...
...How much central banks might lose on their engorged bond portfolios as interest rates rise and whether these losses even matter has been a subject of interest at FTAV Towers for a while....
...The argument was articulated by Albert Edwards of Société Générale, with characteristic flourish, a few days before the Truss budget came out: Until recently, economic ideology had prevented [politicians...
...bond fund....
...“If [the scheme] is going beyond the dividing line between monetary policy and fiscal policy it will be toxic politically in northern Europe,” warned Lars Feld, an economics professor at the Albert-Ludwigs-University...
...The counter argument comes from Albert Edwards at SocGen, whose notes can often make Greek tragedy look like light relief....
...The government said it was prepared for the queue for Westminster Hall to stretch up to 10 miles, from the Albert Embankment past the London Eye to Southwark Park in Bermondsey....
...(Ethan Wu) Are bonds in a bear market now?...
...Albert Edwards of SocGen has modified his “ice age” thesis to include the onset of unrestrained fiscal and monetary excess....
...The former can usually be resolved on the circuit from SIS headquarters, down Albert Embankment, left over Lambeth Bridge and back along the tree-lined colonnade to Vauxhall....
...Chief executive Albert Benchimol said the “significant and increasing effects of climate change and the challenges faced by the catastrophe reinsurance market” had forced its hand....
...That is apparent in Bond Street, where Boodles commemorated the monarch’s jubilee with its Peace of Mined collection....
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