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...Credit rating reviews from Moody’s on April 26 and S&P on May 31 could result in downgrades....
...If P&C reinsurers tend to hover in the background, life reinsurers are not even at the party....
...No matter how you cut and slice the index, whether you include megacap technology names or not, the S&P 500 is expensive relative to history. That rarely ends well....
...S&P Global Ratings said in a report on Thursday that triple C borrowers would “contend with weak cash flow and elevated interest expenses this year”, while “defaults in 2024 [would] largely come from consumer-facing...
...He argued that price pressures were being fuelled by factors such as demand for chips, semiconductor materials for artificial intelligence and clean energy. “The news is not good,” he added....
...The moves came after San Francisco Fed president Mary C. Daly late on Monday acknowledged the central bank’s “progress” on inflation and appeared to throw her weight behind three rate cuts next year....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...We don’t think rates are going higher; we can begin to cut rates.’...
...“Intermittent renewables is not going to cut it.”...
...Moody’s has cut New York Community Bancorp’s credit rating to junk, citing “high governance risks” and the potential for commercial real estate losses to create “confidence sensitivity”....
...But EU officials have said this is largely down to countries with Soviet-era reactors stockpiling supplies for fear that Russia could cut them off....
...Our reporter Adam Samson visits Antakya, capital of Hatay province, where residents say despite outward signs of progress, they face problems accessing clean water and other basic needs....
...“People talk about it as though management teams have a big emissions dial in their C-suite.”...
...After analysing data going back to 1928, JPMorgan Private Bank found little difference in S&P 500 stock returns in election years....
...Berkshire reported it sold 10mn Apple shares at the end of 2023, although it is unclear whether it was Buffett or one of his deputies who cut their position....
...The S&P 500 is within a per cent or two of taking out the all-time high it set in late 2021. Most bond funds are likely to end the year with gains, too....
...That said, I assert that this chart is actually quite interesting: That is the total return of the S&P 500 sectors since this current rally began in October 2022....
...The Canadian and Ontario governments pledged late on Monday to provide up to C$975mn ($715mn) of support for a cathode materials factory that will cost up to C$2.7bn and will eventually supply enough material...
...“As far as I know, The Henderson seems to only accept tenants of top-notch quality,” says Ricky Tsang, director of corporate ratings at S&P....
...The S&P Global Clean Energy index has lost more than 30 per cent this year. Companies linked to increased spending on US infrastructure have also helped sustainable funds....
...The strategic advantages are profound, say analysts, even for a White House eager to transition away from fossil fuels to clean energy....
...By making a premium-priced bid, Blackstone is likely trying to forego a big legal battle by making a clean offer for the company....
...This year is also expected to be a “make or break” year for clean hydrogen....
...In the case of the McKinsey report published in 2020, the main study gathered data about diversity on the boards and in the C-suites of more than 1,000 large global companies....
...But my dispatch today cuts against those conventional narratives....
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