Hints and tips:
...Until 2019, America’s nuclear arsenal still operated off floppy disks....
...In 2006, the maison bought Villa Empain in Brussels, restoring the house and turning it into a Centre of Art and Dialogue between eastern and western cultures. boghossianjewels.com C is for Brunello CucinelliThe...
...“There are no equivalent 100 per cent mortgages in the standard market,” says David Hollingworth of UK mortgage broker L&C....
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...Refining capacity is to shrink c.30% by 2030, from c.1.7mbd to 1.5mbd by 2025 then to 1.2mbd by 2030....
...If you are looking to predict the shape of the US economic recovery — be it V, W, L or even K — don’t look at the markets....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...Though maybe it’s also worth highlighting that Dixons’ record of using salesfloor staff to sell financial services contracts hasn’t always been flawless....
...Simon Schama writes that statues are not history, but rather, its opposite: history is argument; statues brook none. (FT) K-pop stardom in service? Fans of Korean band BTS are nicknamed the “Army”....
...Here’s Bank of America: We had modelled £40m in our estimates and our sense is investors were factoring in £40-50m....
...(WSJ) What else we’re reading Just one in 10 fund managers expect V-shaped recovery V, U, W, L — just a handful of the letter-shaped recoveries that investors have put forward as possible paths for the...
...at the ‘C-suite’....
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...(FT) The days ahead Earnings diary American Express, Goldman Sachs and Morgan Stanley begin quarterly earnings reports for US financial services this week, as the banks’ employees prepare to return to...
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...Increased focus on the home, reversing some L-T adverse trends....
...The V-shaped recovery in consumer spending feels too bullish in our view....
..., particularly hygiene disinfection services....
...We forecast c.10-15% FY20 earnings decline in Construction, but Support Services should be more resilient....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...• Lifecycle Service Assurance. Revenue was broadly flat for this division in 2019 as the division's financial performance has been disappointing for the past two years....
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