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Unhedged
Inflation narrative whiplash Premium content
...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....
April 17, 2024
Unhedged
The Fed calls the top Premium content
...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)....
December 14, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
FT Alphaville
LFS labour’s lost
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
May 19, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...Need to know: Global economy Sultan Al Jaber, the president-designate of COP28 and head of the Abu Dhabi National Oil Company, promised to “supercharge” global climate finance, finalise a $100bn fund to...
May 3, 2023
Transcript
Tracking the mysterious rise of a UAE company
...And then he’s the chairman of First Abu Dhabi Bank. So one, it’s incredible the reach this one guy has....
March 8, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Trade Secrets
Governments are facing a stormy world economy alone Premium content
...al) wouldn’t bring globalisation to a halt....
October 17, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...That would be “Die Deutsche Bank Filiale Nurnberg v Humphrey”, which says “the exchange rate from the date of domestic judgment should be used”....
May 1, 2020
FT Wealth
Germany’s reclusive rich edge into the limelight
...It is against this background that Hopp et al have raised their heads above the parapet....
September 6, 2020
FT Swamp Notes
Wall Street is having a good plague Premium content
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
May 15, 2020
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Thursday 10th September
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
News in-depthFT Alphaville
Guest post: Collateral velocity is rebounding
...to central bank reserves, by most dealer banks except one — JPMorgan (also see, Ihrig et, al, 2018)....
May 22, 2019
FirstFT
FirstFT: Today’s top stories
...The consensus is that the 18 banks under scrutiny are largely well-capitalised and should pass the first part of the two-step process, which is overseen by the Federal Reserve....
June 21, 2019
Britain after Brexit
The final Brexit countdown begins
...So the big question in the next two weeks is whether Jacob Rees-Mogg et al, faced by that hard reality, will finally fall into line behind the PM after all their prevarication....
February 25, 2019
Due Diligence
The Italian bank is ready to pick up the pieces if an all-German merger fails Premium content
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
April 5, 2019
Cordelia Jenkins
Opinion today: How corruption went global
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
June 19, 2018
Inside BusinessLouise Lucas
Tencent and Alibaba close in on global tech elite
...The relationship is a symbiotic one of aligned interests. China wants to lead in tech, so having two players chasing the market caps of Facebook et al is a plus....
November 21, 2017
FT AlphavilleThomas Hale
The Novo Banco debacle and the rule of law in Europe
...The lawyers representing BlackRock et al argue that the retransfer of the bonds was “unlawful”. Only five bonds were moved, out of a total of 52 conceivable candidates....
January 19, 2018
InterviewSocial Media
What impact will Facebook scandal have?
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
April 25, 2018
FT AlphavilleCardiff Garcia
Global interpersonal inequality through the crisis period
...Right now the survey-based data used by the World Bank are the most comprehensive, the breadth of coverage necessary for estimating global inequality.**** But this paper by Alvaredo et al notes that wid.world...
August 15, 2017

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