Hints and tips:
...Chinese battery companies have forged a series of alliances with counterparts in US free trade partner countries, including South Korea, which is home to some of the world’s top battery makers, including...
...— Jay Powell’s Greenspan moment (Stay-At-Home Macro) — Inside Discord’s reform movement for banned users (Platformer) — “AI is necessarily political” (Alliance Bernstein) — Tax policy and investment...
...One we missed: IBM and the Holocaust: The Strategic Alliance Between Nazi Germany and America’s Most Powerful Corporation, by Edwin Black....
...Alex Irving, analyst at Bernstein, said SAS had missed out by not being part of a large network or global joint venture and so had been left as a “subscale airline”....
...According to Bernstein research, BYD batteries are among the lowest cost in the world while also boasting close to the highest energy density, which results in better performance in the cars....
...With the break-up of the 2M alliance, the industry was in effect “going from three major players to four”, said Alex Irving, a logistics industry analyst at Bernstein....
...But creaky auto alliances, such as Renault’s with Nissan of Japan, are another matter. A two-decade relationship designed to foster trust, co-operation and prosperity instead grew rusty....
...Daniel Röska, an automotive industry analyst at Bernstein, said the deal finally resolved the “Gordian knot” linking the two businesses....
...The programme is all-American, with classics by Leonard Bernstein, Aaron Copland and John Williams, as well as beloved pieces such as Gershwin’s Rhapsody in Blue, 100 years after its debut....
...“The FDA gold standard for approval has been in place for nearly 120 years,” said Ilisa BG Bernstein, interim chief executive of APhA....
...For example, Wolfe Research remains independent but in 2020 entered into a “strategic alliance” with Nomura, with a similar model to the SocGen-Bernstein tie-up (ie Wolfe comes up with the ideas, and Nomura...
...CATL, Samsung and LG lead the industry’s R&D spending, with CATL outspending almost all other Chinese battery companies combined, according to Neil Beveridge at Bernstein....
...jokingly asks Luca Solca, senior analyst at research firm Bernstein. Raising prices by more than inflation is thus more easily done, and accepted....
...Zeng has raised political hackles in the US with carmakers deepening their alliances with CATL, despite national security fears that are driving a bipartisan push to keep Chinese companies off American soil...
...Bernstein....
...Joe Biden has announced a shake-up of his economic team, tapping Lael Brainard, the vice-chair of the Federal Reserve, to be director of the National Economic Council, and Jared Bernstein to be chair of...
...This arrangement flies in the face of VW’s stated aim for the partial flotation, to give Porsche more “entrepreneurial freedom”, Bernstein’s Röska argued....
...That would further skew the cross-border alliance while making job cuts even harder to accomplish in an environment where politics has ensured overcapacity persists....
...About 35 per cent of spending by a US consumer typically goes to goods and the rest to services, but that has risen to 40 per cent, according to Bernstein....
...The need to consolidate spending was the rationale for the €50bn merger of France’s PSA and Fiat Chrysler to create Stellantis, as well as the driving force behind Ford’s global alliance with VW....
...At VW, one of Europe’s largest employers, they are kingmakers too, through a loose alliance with the state of Lower Saxony, a major shareholder....
...Chart du jour: UK plc for sale UK companies are being undervalued after Brexit, according to Richard Bernstein of Crystal Amber....
...This is far greater than the company’s target of 5 to 15 per cent, which Neil Beveridge at Bernstein said “raises questions of sustainability”....
...Jonathan Epstein, vice-president at EcoHealth Alliance, a US-based wildlife charity, said land use change, including deforestation, was the “single biggest driver for emerging diseases”....
...Richard Bernstein argues that the Fed should not rush to coddle bond investors’ tantrums and let the financial markets soothe themselves....
International Edition