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...his excellent piece on the concerns that corporate America is playing down the risks of a return to the White House for Donald Trump (“Wall Street’s bargain with Trump”, Opinion, January 25), Edward...
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
...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....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...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....
...Last month, NWBO and its Reddit fans were rebuffed by a Manhattan court, which granted Citadel et al’s motion to dismiss the case. But there was a sting in the tail....
...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 riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...When Tennant and Beaton et al were having their elaborate costume parties, elegance as much as decadence was everything....
...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)....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...and inflation go hand in hand Bouchaud et al. find that when people trust an “active” central bank, reining in inflation is the outcome of trust, not interest rates....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...al)....
...Given how volatile the data was during Covid-19, Williams et al suspended their estimates until May....
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...CC Pakistan et al....
...Sautner et al generate insights useful in predicting important outcomes, including job creation in disruptive green technologies and green patenting....
...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....
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...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....
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