Hints and tips:
....” — Jerry Rothstein, New York “I recommend Dream Hoarders by British-born Richard V Reeves at Brookings Institution....
...It said companies were facing challenges bringing staff back to work, because of health concerns, the difficulty in obtaining child care, and “generous unemployment insurance benefits”....
...The V-shaped recovery in consumer spending feels too bullish in our view....
...Our insurance team’s favorite life companies are Prudential and ASR We remain overweight of P&C Defensive: The sector should be agnostic to the cycle (having no correlation with HY spreads and PMIs) yet...
...Charts via Kepler Cheuvreux: And here’s HSBC on what it all means for the Gulf states....
...The policy response creates an asymmetry in favour of credit vs. equity holders for the companies that receive state aid, as they could be left with more debt, weaker cash flows and lower payouts over the...
...Wu got his start in the auto insurance business but over the past five years expanded his empire into a multibillion-dollar operation that scoured the globe for deals....
...This will remove over £1bn from the cost of providing motor insurance. We expect the industry to pass on this saving, so motorists see an average saving of £40-50 per year off their insurance bills....
...auto loans....
...V....
...Should we start worrying about bans and insurance companies with respect to this re-pricing?...
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