Hints and tips:
...Even Goldman Sachs and Morgan Stanley would have competed for a sizeable role in the Carlyle deal. And they still might....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...Back to sellside, and Morgan Stanley’s gone negative on Next....
...Morgan Stanley can summarise the detail: LGR operating profits 20% (£119m) ahead of consensus at £721m - helped by positives from a review of modelling assumptions and Covid-19 related mortality experience...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
...Just Eat, Domino’s, Deliveroo, UberEats, Amazon et al, have grown very rapidly but it is too early to call them winners, indeed we believe that the battle has only just begun.”...
...At last week’s EFF, Morgan Stanley president Colm Kelleher said his bank would decide after Easter to trigger the relocation of several hundred people — to its new Frankfurt subsidiary and across continental...
...One more for Modi et al to deliver we suppose....
...(Wall Street Journal) - Goldman et al should be forced to incur losses on mistaken trades, says Myron Scholes. (Financial Times) - Samuel Brittan: Productivity matters, but it’s not everything....
...Its estimated leverage ratio was 2.1% at the end of Q1, according to Morgan Stanley analysis....
...“Appetite for institutional lending was very low before six months ago,” says Oliver Chang, former head of US housing strategy at Morgan Stanley, who launched asset manager Sylvan Road Capital in August...
...Notwithstanding this central bank resolve and despite QE, OMT, et al., we remain strategically cautious. Our stubbornness is quite simple – fundamentals....
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
...Freddie Mac and Fannie Mae (on behalf of) suing in NYC and DC: Bassman v. Syron, et. al (FRE) Agnes v....
...Recommended discourse: JCK et al at Alea....
...The leverage game is over for the foreseeable future and not just because regulators will tell Goldman Sachs, Morgan Stanley et al to go easy on the debt as a quid pro quo for borrowing from the Federal...
...“I suggest someone comes up with a well-thought-out monetary and economic policy that is not reactive,” says Mr Makhoul of Morgan Stanley....
...THE ENCYCLOPEDIA OF GUILTY PLEASURES edited by Michael Moran et al John Murray ₤12.99, 352 pages Classic toilet material: its half-page alphabetical entries are eclectic, opinionated tilts at icons and...
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