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...*Update: G-Research’s Oli Withers also got all three right, but his email landed after we started the winner’s post. He’s already won twice anyway, so the hat-trick will have to come some other time....
...Market impact from the option-driven funds is more likely to be visible in nuanced vol-market metrics (e.g. correlation) than in overall market volatility....
...As Tim Edwards, Anu Ganti and Agatha Malinowski point out, while passive fixed income investing started far later than passive equity investing (and is currently far less pervasive in the bond market than...
...There’s a reason why SocGen’s Albert Edwards called the BRICs a “bloody ridiculous investment concept”....
The anti-Albert Edwards
Did Kenny G call the top?
...M&G Investments thinks interest rates are going down, but not by much (and predicts a “new era for active management,” lol) “Flux” is also a favourite word of Lazard, whose 2024 outlook at least features...
...Edward Robinson London N1, UK...
...fit for the classic sellside prediction pattern of either “higher, then lower” or “lower, then higher” (with the notable exception being Tom “higher, then even higher” Lee and Albert “lower, then FUBAR” Edwards...
...To be fair to Kenny G, his position is more nuanced than this quote would suggest (even if we think there’s an element of Rorschach’s “you’re locked in here with me” vibe here)....
...There are also potentially profits from other Riksbank holdings, e.g. gold and the FX reserve in general which could limit the size of the capital injection, although this is uncertain given discrepancies...
...real interest expense and the federal debt-to-GDP ratio look much worse than just a couple of years ago, when the interest rate on government debt (r) was expected to remain well below nominal GDP growth (g)...
...The winner is . . . . . . who is Oliver Withers, an analyst at G-Research. Oli becomes the first two-time winner of the quiz, having emerged on top of a similarly crowded field back in November....
...Robin Zhu, a gaming sector analyst with Bernstein in Hong Kong, described Friday’s sell-off in a note as “The Nightmare Before Christmas”, and warned that the impact on smaller game developers could be worse...
...LLMs are generally large portions of the Internet, the quality of LLM responses especially on very specialised topics can be incorrect because the type of text where the “correct” knowledge is stored (e.g....
...That exemption is subject to the following conditions: (1) the issuer of the relevant debt securities (e.g. CS’s bail-in-bonds) and the new equity securities (e.g....
...The first is Edward James’s Surrealist plot Las Pozas (The Pools), a patch of picturesque insanity a seven or eight-hour drive north of Mexico City....
..., Shreyas Gopal, Edward Royall, Leo Saenger and Eric Luo....
...We estimate that market implied r - g, the difference between real interest rates and growth rates, is now positive for many countries....
...The Lord John Bird Co-Founder and Editor in Chief, Big Issue Robin Hindle Fisher Chair, Big Society Capital Stephen BediakoFounder, Black Global Trust; Co-Founder Pathway Fund Dame Julia Cleverdon Chair...
...More recent studies that measure productivity through complex performance metrics and draw evidence from industries involving high-cognitive tasks (e.g. IT services) reveal more negative effects....
...Alphaville’s emphasis below: In recent weeks, we see mounting financial risks from the property sector (e.g., Country Garden), the shadow banking sector (e.g. Zhongrong Trust), and LGFVs....
...our emphasis below: Following the regional banking crisis earlier this year, markets took an optimistic view: soft landing became a consensus, European stocks rallied at the back of China reopening (e.g....
...Second, the FCI-G includes the Zillow monthly index of house prices and mortgage rates, which our FCI does not include....
...Billionaire founder Robin Zeng’s group now supplies most big carmakers, including Tesla, Volkswagen and Ford, making CATL a central pillar of China’s dominance of the supply chain for electric vehicles....
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