Hints and tips:
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...The report came hot on the heels of another spoofing decision in the same New York courthouse, in a civil case brought by Bermudian hedge fund Harrington against Bank of America Merrill Lynch, CIBC and TD...
...“After the December FOMC meeting, the market and the Fed’s expectations for interest rate cuts were historically out of whack,” said Meghan Swiber, a US interest rate strategist at Bank of America....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...Because Putin is Biden’s enemy, and the enemy of your enemy is your friend, writes Edward Luce....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Amazon is investing $115mn in exchange for a minority stake in the television networks that screen some of America’s biggest sports....
...SF: You wrote earlier this year that the long period of lax monetary policy had created increased systemic risks. The context for that was the turmoil around Silicon Valley Bank, et al....
...But with no real blood oath intact at JPMorgan (and no chance of repercussions for breaking it, as was the unfortunate fate of Travelers director Edward Budd), Dimon appears to have decided that he has waited...
...“CTAs were following last year’s trend into this year,” said Edward Al-Hussainy, a senior analyst at Columbia Threadneedle....
...Of the 23 banks tested, Deutsche Bank’s US subsidiary suffered the biggest capital hit, followed by UBS Americas....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...In the old days, such financing would be the coveted preserve of syndicated loan powerhouses such as JPMorgan, Bank of America or Citigroup....
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...“Holding on to bets on interest rates rising further is now much less attractive and not worth the risk of being surprised by weak labour market data tomorrow,” said Edward Al-Hussainy, senior analyst at...
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...Et tu Brutus? Or in Boris Johnson’s case, Et pretty much everyone — Rishi, Sajid, even Priti for goodness sake (non-aficionados of UK politics should Google them)....
...Four weeks ago, Philip Dybvig, Douglas Diamond et al won the Riksbank Prize....
...Need to know: Global economy Sultan Al Jaber, the president-designate of COP28 and head of the Abu Dhabi National Oil Company, promised to “supercharge” global climate finance, finalise a $100bn fund to...
...al) wouldn’t bring globalisation to a halt....
...You see the Bank of England ending quantitative tightening suddenly and you think that maybe the US will end quantitative tightening too,” said Edward Al-Hussainy, a senior interest rate strategist at Columbia...
...And then he’s the chairman of First Abu Dhabi Bank. So one, it’s incredible the reach this one guy has....
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