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...“We want to do more with China, and we also think there’s a way to do more with the United States,” Barton told the FT....
...How do we translate your worldview into a portfolio? Edwards: What we’re saying to clients is that a recession is coming....
...Nor do they want to see their own domestic industries displaced by Chinese rivals....
...If we could do this before they qualify for office, it would make governing a lot more productive and efficient.” — Ajay Doshi p notes...
...“Capital markets just do not like surprises.”...
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Which is why this new report from S&P Dow Jones Indices caught FT Alphaville’s eye....
...As homage to the global icon, our 2024 US Equity Outlook is subtitled “All You Had To Do Was Stay” — invested....
...Edward P....
...Giles Edwards, an analyst for S&P Global, said that “rising earnings mark a welcome normalisation after years of margin compression, but they do not alleviate all of the structural challenges to banks’ profitability...
...They don’t want to risk restarting inflation, which they could do if they cut now.”...
...And his comments underscored the importance of new sources of fuel in China’s economy, including hydrogen, noted rating agency S&P at the time....
...Less understood is the boost that another term would give to his solvency, writes Edward Luce....
...The S&P PMI survey started this year with three back-to-back expansionary readings after spending much of 2023 in contraction territory....
...“What do you do?”...
...One hundred years ago on Thursday, Edward Leffler, a former door-to-door salesman of pots and pans, revolutionised financial markets....
...“You are not going to lose too many votes by increasing taxes on banks,” said Giles Edwards, a banks analyst at S&P Global Ratings....
...Opinion: Israel’s prime minister Benjamin Netanyahu stands in the way of the two-state solution championed by Biden, writes Edward Luce....
...Such histories may seem to have little to do with the rise of populist isolationism in the US and Europe over the past decade....
...As Edwards points out, if you looked only at reported corporate earnings for the S&P 500, you would think that “greedflation” (his term for companies taking what they can) was starting to taper off....
...Wall Street’s benchmark S&P 500 closed 3.1 per cent higher on Wednesday and the tech-heavy Nasdaq Composite index added 4.4 per cent....
...One reason is that the lowest p/b stocks tend to be small caps. But because Japan value funds skew towards bigger, more liquid stocks, the very cheapest companies do not benefit from global fund flows....
...Dai Nippon’s bumper buybacks, says Edwards, reflect a “confluence” of forces: changing notions of what companies should do, the TSE’s new guidelines, pressure from Elliott, companies without activists announcing...
...“The process is badly damaged,” said Edward P Joseph, a Balkans expert at Johns Hopkins University in the US....
...The S&P 500 shed 1.4 per cent yesterday. [MUSIC PLAYING] The Chinese government is lifting tough Covid restrictions....
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