Hints and tips:
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...It may also do more to postpone a Chinese economic crash, rather than prevent it. Still, the study by Subramanian et al should remind us why we care about globalisation....
...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)....
...There was sniffiness in some quarters that they sounded too much like The Strokes, Television et al. Others were just grateful for the affinity. 3D Country is the follow-up album....
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...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....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...Or, if the weather’s warm, try their signature Cappuccino Al Freddo, a frothy iced number whipped up in a milkshake maker....
...“The concept is comply or explain,” said Mr di Sibio, who argues this action will have a snowball effect.* Of course this begs another question: what happens to SASB, GRI et al?...
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...robert.shrimsley@ft.com Follow Robert Shrimsley with myFT and on Twitter Letter in response to this column: A global Britain needs an independent DfID / From Paul Murphy et al...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...‘They’ (the Fed) are looking at ‘us’ (equities, the yield curve et al), and we the market, are looking at them, in a veritable echo chamber — as ‘we’ are both looking at the same data.”...
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...The RealReal et al make money through volume of sales. And as their share of the overall retail market grows, one wonders how it will eventually impact luxury fashion as a whole....
...Mirova MN MP Investment Management NEST Newton Investment Management NN Investment Partners OFI ASSET MANAGEMENT Old Mutual Global Investors Old Mutual Investment Group Ostrum Asset Management P+...
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
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