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...The new look of utility is as much about a dramatic flourish as it is the romance of craft....
...“All the plants burned. I am terrified of what’s going on. To see the animals disappear is tragic....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...They crashed all the same because investors had discounted even madder projections. The S&P 500 isn’t at such extremes today....
...Almost a third of all Russell 2000 companies are now unprofitable, compared with about 5 per cent two decades ago, according to Goldman Sachs. Why?...
...Tim Rourke, UK head of P&C pricing, product, claims and underwriting at WTW, said the data suggested “the relentless rise in prices may finally be turning a corner”....
...At nearly 12 per cent it dwarfs the 7.5 per cent that US high-yield bonds pay, and is close to the effective yield of super-junky triple-C bonds....
...The S&P 500 was headed for a record closing high as traders assessed US inflation data that unexpectedly increased last month....
...“For well over a year, S&C and Ray had free rein to marshal and manage conflicting claims about the public and private interests at stake as they saw fit,” the professors wrote....
...In 2022, Griffin’s Citadel became the best-performing hedge fund of all time. But now, cracks in the sector are beginning to form....
...S&P Global Ratings said in a report on Thursday that triple C borrowers would “contend with weak cash flow and elevated interest expenses this year”, while “defaults in 2024 [would] largely come from consumer-facing...
...One of the things Austrian economists love about higher interest rates is that they are supposed to make the tide go out, revealing other (lesser) folk all swimming naked....
...Year-to-date things are looking only slightly better, with US equity long/short hedge funds trailing the S&P 500’s continued surge by about one percentage point. That’s all fine....
...Subdued consumer demand, rising wages and high interest rates, which hurt more indebted companies, had all contributed to the increase in the number of companies struggling to repay their debt, S&P said....
...“People see a lot more in the news about the Magnificent Seven stocks....
...So how about not owning one?...
...to c.$1.2bn....
...I also understand that, in 50 years, history books will be written about current events in the Middle East and Ukraine. Few will remember that the S&P has been hitting new highs....
...That performance has continued into this year: the S&P 500 index of leading shares hit an all-time high on Friday, driven by strong gains for the largest technology companies....
...But there is still some doubt about that plan....
...All those high-yielding cash accounts have got to mean something....
...All this supports the view that talking about a bubble in the Mag 7 doesn’t make loads of sense, unless you think there is a bubble in the whole market....
...All 11 sectors made gains, as tech stocks, consumer cyclicals and industrials had the biggest increases....
...“Nasdaq is committed to the principles of liquidity, transparency and integrity in all our markets,” the exchange said....
...That’s an uncomfortable question to ask, in a world where we regularly hear of unscrupulous employers bullying, failing to pay overtime, or throwing qualified staff overboard, as P&O Ferries did so disgracefully...
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