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...Homebuilders Lennar and DR Horton rose by more than 2 per cent, reflecting optimism that a continued decline in inflation will bring about looser monetary policy....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...Earnings: Keurig Dr Pepper, Moderna and mining group Teck will release earnings before the bell. Booking Holdings, Block, and Intuit will report earnings after the market closes....
...Nvidia was worth just over $10bn, less than Dr Pepper, Clorox and Tiffany’s....
...light-hearted sketch Sunday DR Congo: provincial governors and vice-governors elections Italy: G7 environment, climate and energy ministers meeting begins in Turin Japan: by-elections for three seats...
...Results: Keurig Dr Pepper, Moderna and mining group Teck will release earnings results before the market opens. Booking Holdings, Block, and Intuit report after the market closes....
...Dr Martens, which has scarcely put a foot right since it was floated by private equity house Permira in 2021, trades at 7.5 times ebitda. L Catterton may have to accept a discount....
...For the UK, it’s a lot of booze and builders — never to be mixed....
...Hans Henri P Kluge, WHO Europe regional director, welcomed the UK’s work on monitoring the measles resurgence and identifying low vaccination weak points....
...Shares in DR Horton, Lennar and NVR, which Berkshire disclosed it owned this week, have risen about a third apiece this year, far outpacing the S&P 500 stock index....
...Compare that with the S&P 500’s 17 per cent rise. Valuations, too, are relatively pricey. Lennar trades on 12 times forward earnings and DR Horton at 11 times — both the highest since autumn 2020....
...S&P Global issues EU and UK manufacturing purchasing managers’ index data. Nationwide’s house price survey is released in the UK....
...It’s taking longer than that: Unhedged is taking Monday off, to contemplate this and other mysteries (and to celebrate Dr King’s legacy). See you Tuesday....
...Ingka Group FY, Pennon HY, Prosus HY Thursday Delayed Opec+ meeting to be held online Eurozone, France: November CPI and HICP inflation rate data Canada: Q3 GDP figures India: Q2 GDP figures Results: Dr...
...Data visualisation by Steven Bernard and Liz Faunce Letters in response to this article:Mining veteran reflects on the state of the industry / From Chris Hinde, Former Director (Mining), S&P Global Market...
...Microsoft and Apple alone are behind about 2.3 per cent of the S&P 500’s gain this year and now account for a record 13.4 per cent of the index — the most ever for the top-two stocks....
...isn’t a shout-out to Dr Pepper’s soft drink rival....
...You can read the full paper here, and for a TL;DR, Bouchaud’s Substack lists some key conclusions. Here are some of the most interesting takeaways I found: 1) Central Banks are… important? Who knew?...
...Learning Italian, a language with which she had no direct connection, offered her a sense of liberation. For the poet Rhina P Espaillat, learning English was a furtive pleasure....
...Birkenstock’s shares kept on falling yesterday, and we are starting to wonder if the shoe business is all it’s cracked up to be (see Dr Martens, Crocs and Nike’s recent performance)....
...In 1996 the Harvard political scientist Samuel P Huntington made a prescient case for conflict between civilisations as the defining feature of a new era, arguing that the most important distinctions between...
...That left new homes as almost the only game in town for anyone who really needs to buy a home. Pulte has been one of the best- performing stocks in the S&P 500....
...“Buying a property is now more often a real family project,” said Frank Lösche, a construction financing specialist at Dr Klein, a German mortgage broker....
...measure of demand for S&P 500 options expiring 30 days into the future....
...Here is their tl;dr: Overall, the findings suggest an account along the following lines. In the 1980s, index changes were unanticipated, index funds were small, and there was mispricing in the market....
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