Hints and tips:
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...Credit Suisse prefers Marks & Spencer to Next. M&S first ......
...As Copeland et al noted in 2015: A complete unwind of all repos, and not merely of those maturing, is an operationally simple process....
...I will discuss the economic effects of protectionism another time. —————————————————————————————————— Footnotes [1] Ricardo Caballero et al have published similar work, and John Cochrane has responded...
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...Unsurprisingly, Borio et al also find that the impact of a given decline in asset values is related to the amount of debt outstanding before the bust....
...Trade credit and offshore borrowing are subject to controls for prudential reasons, but they are relatively accessible for many companies....
...(Also, Ben Bernanke et al had written a book arguing in favour of explicit numerical inflation targets in the interim, which may have influenced a few people.)...
...Returning to that theme of sticky risk, the search for yield and returns and what happens when the Federal Reserve et al point towards the exit, here are some charts of the divergence between fundamentals...
...The name of his game, already evident in all the earlier Whitewater et al investigations which he encouraged, was to delegitimise Mr Clinton....
...(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....
...- Why the Acme Brick Company et al are Berkshire’s secret weapons....
...If Edna O’Brien et al turn up next year, this festival will be worth attending....
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
...The case (now called FCC v. Fox Television Stations et al) was appealed to the US Supreme Court, where it was debated on Tuesday....
...So, Bernanke et al are now going to be increasingly targeting longer-term interest rates as a means to revive growth, mitigate double-dip risks and avoid a potentially destabilizing deflationary experience...
...* Large changes in fiscal policy, working paper 15438, www.nber.org ** Almunia et al, The effectiveness of fiscal and monetary stimulus in depressions, www.voxeu.org martin.wolf@ft.com...
...Asking Hank Paulson, Timothy Geithner et al, who have the ear of the bankers, to oversee them, is akin to asking the fox to guard the chicken coop....
...And, as the new faces took their places next to Wintour, Menkes et al for the Dolce & Gabbana show, the Italian brand’s in-house cameras rolled, streamlining the event directly on to YouTube....
...And why, now, doesn’t someone come along and eat Durant for lunch, in the way that Blockbuster has been laid low by Netflix et al? There are two answers (at least)....
...Recommended discourse: JCK et al at Alea....
...The Court has stayed all but the first-filed ERISA class action case (entitled Alvidres v. Countrywide Financial Corp., et al.)....
...After spending billions of dollars at the wrong price for shares in Merrill Lynch, Barclays et al, Singapore’s state-backed investment body Temasek says it still “sees value” in banking stocks in the US...
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