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...Amazon Web Services....
...oliver.ralph@ft.com...
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...In 2022, McKillen was awarded L’Ordre des Arts et des Lettres by the French government for his contribution to the country’s culture....
...Still, the study by Subramanian et al should remind us why we care about globalisation....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Email me: ethan.wu@ft.com....
...Amazon is investing $115mn in exchange for a minority stake in the television networks that screen some of America’s biggest sports....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...The biggest motor insurers in the UK, for example, are the same ones that were around a decade or two ago — Aviva, Admiral, Direct Line et al. It is a similar story in the US....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...It’s sort of like a criminal version of Amazon web services. You know, the story of how Amazon turned a huge cost base, its millions of servers, into a service it could rent out to others....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
...Email me: robert.armstrong@ft.com....
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
...The ban by Amazon was widely regarded as a negotiating tactic and branded “odd” and “unfortunate” by Visa chief executive Al Kelly....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...Pieces in unglazed grey are finished with metallic details inspired by the drawings of Darwin et al....
...Amazon blamed inflation as it increased the cost of its Prime membership service in Europe, while Chinese rival Alibaba scaled back its global expansion plans....
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
...There was a time towards the end of the last century, when the wine departments of Sainsbury’s, Tesco, et al strained every sinew to have the best range and to use wine as a lure to get customers into the...
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