Hints and tips:
...Policymakers yesterday signalled that interest rates would need to remain higher for longer, diverging from the US Federal Reserve....
...Ella Hollowood Our other charts of the week Foreign direct investment in the semiconductor industry hit an all-time high last year, as governments offered companies massive incentives to build local manufacturing...
...Then, the hidden leverage and maturity mismatch in pension funds’ and insurance companies’ portfolios — generally supposed to be long-only — could pose a policy challenge....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...TSMC triples Arizona chip investment to $40bn Taiwan Semiconductor Manufacturing Company will more than triple its investment in the US state of Arizona to $40bn, as geopolitical tensions put pressure on...
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...The Philadelphia branch of the Federal Reserve will also release its latest manufacturing business index reading....
...Texas manufacturing: A regional survey from the Dallas Federal Reserve will give an insight into the Lone Star state’s manufacturing activity....
...For up-to-the-minute news updates, visit our live blog Need to know: the economy The US Federal Reserve announces its interest rate decision at 2pm ET/7pm UK today against the backdrop of surging consumer...
...There is for sure a debate to be had about when the Federal Reserve et al should have pivoted their stance more forcefully to tackle inflationary pressures, and what they should and shouldn’t do now....
...It plans to start manufacturing the Sinopharm vaccine this year....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...manufacturing....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...‘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.”...
...During the 2016 election campaign, he championed higher interest rates on savings but also demanded lower interest rates to help American manufacturing companies and other borrowers....
...Even killed long sought ISIS murderer, Al-Baghdadi. We are stronger than ever before, with GREAT upward potential. Enjoy!”...
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...Critics say this would cost the US about half of the current federal budget....
...“Amazon” Cuomo et al will hope not. In Wisconsin, considerable effort was expended to woo Foxconn — a Taiwan-based company which makes, among other things, roughly half of the world’s iPhones....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...What exactly do the Federal Deposit Insurance Corporation and the Federal Reserve Board say they want big banks to do?...
...They, along with Penn Square, were taken over by the Federal Deposit Insurance Corporation, which “resolved” them in liquidation and sale mode....
...If you don’t believe us, well, we have charts… First, from the liquidity and flow tracking team of Nikolaos Panigirtzoglou et al at JP Morgan, comes evidence of the greatness of the rotation: Flows into...
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