Hints and tips:
...However, even more interesting (and counter-intuitive) is Rogoff et al’s failure to find a statistical correlation between real rates and fundamental economic trends....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...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....
...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....
...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....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...Erdoğan, who held talks with UAE President Sheikh Mohammed bin Zayed al-Nahyan, said the agreements would “elevate our relations to the level of strategic partnership”....
...The near-term financial burden in the base case is what China et al are objecting to. Here’s what the Zambian finance ministry said it had been told after the deal collapsed....
...Terry Davies’s radical rearrangement allows Bourne to break free of the traditional narrative and evade odious comparisons with Lavrovsky, MacMillan, Nureyev et al....
...Their gorgeous, luminous singing hit a peak with Morley’s sensuous “Et incarnatus est”....
...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 riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...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....
...al)....
...CC Pakistan et al....
...BNP Paribas has hired former Société Générale banker Jalal Al Marhoon as a managing director in Saudi Arabia, Bloomberg reports....
...Some multi-manager contracts and payouts have even come close to matching Cristiano Ronaldo’s $200mn-a-year contract with Saudi Arabian football team Al Nassr....
...Here is CFO Jeremy Barnum: Our central case from an economic perspective is for a very robust recovery, and that’s pretty much a consensus, a view between us, our research team, the Fed, et cetera....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...This was less James Bond than Mr Bean. Or maybe that should be Mr Biden....
...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....
...shoddy construction practices and lacklustre building code enforcement for the vast scale of the destruction, Erdoğan ultimately clinched victory after his government unleashed a flood of stimulus measures.Adam...
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...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....
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