Hints and tips:
...Competitors, including Goldman Sachs and Credit Suisse, had taken the extraordinary step of complaining to prosecutors and regulators about Morgan Stanley’s block trade practices....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...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....
...Dear reader, Credit Suisse has lately resembled the masterwork of Swiss artistic eccentric Jean Tinguely....
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
...In the most recent high-profile example of nature-themed debt relief Credit Suisse repackaged $1.63bn of Ecuador’s debt using a development bank guarantee, in exchange for the country agreeing to fund conservation...
...Jonathan Cohn at Credit Suisse added that the deepening yield curve inversion suggests investors believe the Fed is committed to “inflation moderation even if it must sacrifice forward-looking growth or...
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
...The ranks of the super-rich — those worth more than $100mn — increased by 21 per cent in 2021, according to new Credit Suisse data....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...Credit spreads, eh. Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Credit Suisse prefers Marks & Spencer to Next. M&S first ......
...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....
...(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.)...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Last week Credit Suisse, whose stock tumbled 38 per cent last year, reported that chief executive Tidjane Thiam had received total pay of SFr12.7m for 2018, up 30 per cent, as a return to profit triggered...
...“After a year of changes the stock is lacking near-term catalysts,” Credit Suisse argued....
...Sellside Stories ● Credit Suisse downgraded Ophir Energy to “neutral” with a 60p target price....
...Andrew Garthwaite and team at Credit Suisse will not let their recent client tour get them down. No matter how bearish they get… Clients are close to being as bearish on equities as we can remember....
...The short form though, according to Credit Suisse, is that the “ECB is likely to retain a gradual, flexible stance....
...And here is the lengthy background from Sweeney et al....
...Who ultimately wins the stand-off — Mr Dimon et al or the market — will hang in part on how duty-bound JP feels to stand by its pledge....
...The problem with a hunt for yield strategy for Porter et al is that it has been unsuccessful over the past 2.5yrs, as judged with Bunds as their starting point....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...That makes China’s leaders v nervous and restricts policy options....
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