Hints and tips:
...In November he followed by telling brands that were boycotting the business over his actions to “go fuck” themselves, criticising Disney’s Bob Iger in particular....
...For this reason, Prince said he saw “no reason to move out of cash into longer-term bonds at the moment”....
...Friday Interview: Bob Michele When trying to solve bond market mysteries, Unhedged has long depended on the wisdom of Bob Michele....
...Exclusive: Bridgewater’s Bob Prince says the Fed’s rate-cutting hopes are ‘off track’ because of persistent inflation and hot US growth....
...“Disney is stupid because I’m not trying to fire [chief executive] Bob Iger, I want to help him,” he says, unsolicited. “We don’t fire CEOs.”...
...“The path for rate cuts in Europe is clearer than in the US,” said Bob Michele, chief investment officer and global head of fixed income at JPMorgan Asset Management....
...Bob McNally, president of consultancy Rapidan Energy and a former energy adviser to US president George W Bush, said the fallout from the Iranian strike could still propel prices “towards, if not beyond,...
...“The whole fear over supply and bond vigilantes is a load of rubbish,” said Bob Michele, chief investment officer and head of the global fixed income, currency & commodities group at JPMorgan Asset Management...
...I asked Bob Michele, head of fixed income for JPMorgan Asset Management (his Unhedged interview from January is here) if he could make sense of the spreads this narrow....
...US bond yields jumped and stock futures sunk on the news as traders bet on fewer rate cuts than had been expected and the process starting possibly as late as November....
...“A dovish pivot from the Fed is a full-speed ahead signal for the bond market,” said Bob Michele, chief investment officer and head of the global fixed income, currency and commodities group at JPMorgan...
...The Big Read Bob Iger’s dramatic comeback at Disney a year ago was celebrated by staff and Hollywood at large....
...“This is a tailwind for the bond market. It should help us,” said Bob Michele, chief investment officer and head of the global FICC group at JPMorgan Asset Management....
...“This has been painful for some market participants,” said Bob Michele, chief investment officer and global head of fixed income at JPMorgan Asset Management....
...Companies are rushing to issue bonds to head off any market volatility in the final stages of the election....
...The company has performed unevenly and flirted with financial distress, its bonds dipping below 80 cents on the euro in autumn 2022....
...The comments from Bob Prince, co-chief investment officer of Bridgewater Associates, pour cold water on this week’s global rally in stocks and bonds, which was sparked by relief at data showing annual US...
...This is for everything from equities to bonds to illiquid assets like real estate and private equity....
...Subprime giant Don Hankey, a subprime auto loan billionaire, is behind Donald Trump’s $175mn bond, the FT writes. Is the financial titan at risk of getting burnt?...
...Congratulations to Disney’s Bob Iger, who won a shareholder vote against the activist Nelson Peltz yesterday....
...“There’ll be a lot more companies in this space that will go public,” said Andrew Bond, senior research analyst at Rosenblatt Securities, after the ETFs were approved....
...The $1.35tn US junk bond market has shrunk 13 per cent from its record peak in late 2021 as the steep rise in interest rates has deterred companies from selling new bonds and pushed borrowers to the private...
...As well as the emotional bond, they often have a large stake in the company, which grants them a seat round any negotiating table....
...First, if you’re not a complete bond geek, how on earth can government bonds offer a chunky additional spread over and above the risk-free swap rate?...
...However, if this is a proverbial Santa rally it looks more like the Billy Bob Thornton version than Edmund Gwenn....
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