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...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...The Tour is guiding for a soft deadline of December for outside investor bids, one of the people said, in hopes of reaching a decision that month....
...On a positive note, HSBC, which publishes results next Tuesday, today became the first of the UK’s big lenders to announce rate cuts on fixed-term mortgages in a rare sign of hope for homeowners facing a...
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...So I’m finding it difficult to pick out like bearish reports from the big investment banks or the big investment companies at the moment....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...BlackRock, Wells Fargo, Bank of America and State Street were also excluded from doing business with the state, Oklahoma said....
...Columbia Threadneedle’s Ed Al-Hussainy, friend of Unhedged, offers a warning: “No asset class has lost investors more money over every meaningful investment horizon than speculating on the value on the US...
...It hopes to build a further 3,000km of electric roads by 2045....
...Former chief investment officer Pascal Blanqué called bitcoin a “farce”; his successor Vincent Mortier is more amenable: “If inflation remains above central banks’ targets, bitcoin’s limited supply may...
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...As one senior syndicate banker at a Wall Street investment bank lamented: “The US is proving very, very difficult.”...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...Caisse de dépôt et placement du Québec (CDPQ), the C$400bn global investment group, told my colleague Josephine Cumbo that the UK stood out because of its “pro business” stance....
...Here is the performance of the KBW bank index, compared with the S&P 500: Banks lend money and then hope to get paid back. The latter part of their business has been doing great....
...Japan Inc stages a Covid comeback While the past few years have heralded a dealmaking boom that started a pay revolution on Wall Street, a talent war in Big Law and boosted the bottom lines of banks on...
...We hope to continue improving this new format, by understanding what you think of it....
...A version of this article was first published by Nikkei Asia on November 30 2021. ©2021 Nikkei Inc....
...Untangling Brookfield’s complex web For a man responsible for billions of dollars of investments in real estate, Brookfield boss Bruce Flatt was relentlessly cheery this year, touting the benefits of ultra-low...
...It is slightly more realistic to hope that Facebook et al will be forced into more equitable revenue sharing with the media. Such platforms are a huge part of the problem....
...The money that banks and fund managers make comes from trading commission and fees — not from their investment performance....
...Klein and his investment group still stand to profit from the deal with a promote worth close to $90m....
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