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...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....
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...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
...Another, similar question: What does this mean for Robert Jenrick, Suella Braverman, et al? Handily this has the same answer: it’s not good either!...
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...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)....
...Ultimately, Raine whittled it down to a Qatari group led by Sheikh Jassim bin Hamad al-Thani and Monaco-based British billionaire Ratcliffe....
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...Bloom et al. (2003) label this growth take-off the demographic dividend. Countries harness it if they create a socioeconomic environment that beneficially employs their labor potential....
...When Tennant and Beaton et al were having their elaborate costume parties, elegance as much as decadence was everything....
...al)....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
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...Here’s Bouchaud advocating for this approach in the FT’s letters pages way back in the mists of time 2018....
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