Hints and tips:
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...and Chinese pilots who together defended China’s Nationalist government against the Japanese during the second world war is commemorated through exhibits of their flight jackets and portraits of their P-...
...Duncan Lamont, head of strategic research at Schroders, said in a recent blog that we should not be “scared” of investing when stocks are at or near record highs....
...A little log thing the other day from Duncan Lamont at Schroders — hello, Duncan — was saying that actually, it’s fine to buy stocks at the high....
...Lululemon’s shares have surged 49 per cent over the past 12 months — easily beating a 4.6 per cent rise for the S&P Retail Select Industry index....
...“Something has to give somewhere along the line,” said Duncan Wanblad, chief executive of Anglo American....
...500 (60 per cent) and S&P financials companies (34 per cent)....
...“The risk with this incremental rate-reduction approach is that potential homebuyers will expect further mortgage reductions and therefore hold off purchases, depressing home sales activity,” said Duncan...
...Wall Street’s benchmark S&P 500 closed down 1.2 per cent at its lowest level since mid-July. The technology-focused Nasdaq Composite dropped 1.1 per cent....
...Wall Street’s benchmark S&P 500 index and the tech-heavy Nasdaq Composite both fell 0.2 per cent....
...“Growth is stalling in key China sectors, most notably the property sector,” said Duncan Wrigley, chief China economist at the consultancy Pantheon Macroeconomics....
...Wall Street’s benchmark S&P 500 closed 0.4 per cent higher, driven by tech and financial stocks, while the tech-focused Nasdaq Composite gained 0.9 per cent....
...This is consistent with comments from the CEO of ConAgra Brands (Duncan Hines cake mix, Hunt’s tomato sauce, Birds Eye frozen vegetables, etc)....
...In contrast, the highest remunerated boss of an S&P 500 company in 2021 was Expedia’s Peter Maxwell Kern, whose total adjusted pay came to $296.2mn, according to S&P Global Market Intelligence....
...Since January, MSCI China’s forward p/e ratio has dipped from 11 to 10....
...Shearman & Sterling partner James Duncan has quit the US law firm ahead of its merger with Allen & Overy to join Freshfields Bruckhaus Deringer in London....
...The Russell growth index is up 17 per cent from the low, beating the S&P’s 13 per cent and the Russell value’s 9....
...Markets were ready for it all; after falling initially, the S&P 500 ended the day flat. Two-year yields rose a modest 9 basis points. Inflation data is always noisy, but especially so this month....
...As the S&P rose 17 per cent trough to peak, bitcoin was up just 28 per cent, modest by crypto standards....
...The construction purchasing managers’ index from S&P Global and CIPS UK declined to 56.4 in May, from 58.2 in April. Any reading above 50 signals a growth in reported activity....
...The forward price/earnings ratio of the S&P 500 is 17.5. The FTSE 100 is on nine....
...The broad S&P 500 index added 1.6 per cent and the Nasdaq Composite gained 2.3 per cent ahead of those results from Alphabet and Microsoft....
...Duncan Brock, group director at the Chartered Institute of Procurement & Supply, said it was difficult “to see where ongoing growth will come from in the coming months as new-order growth was the most sluggish...
...The data “clearly points to a housing market that has turned”, said Doug Duncan, chief economist at Fannie Mae....
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