Hints and tips:
...Performance first Public furore aside, the direct impact of the backlash against ESG has been more limited....
...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...
...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...
...Soon after, Saudi Arabia used the new contract to hack the phones of 36 journalists at regional rival Qatar’s Al Jazeera news channel, researchers at Citizen Lab found....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...Riyadh also appointed its first ambassador to the Palestinian leadership....
...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)....
...Nissan and Renault finalised a shake-up in their alliance in the face of China’s growing strength in electric vehicles....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...The bank’s sports team have no time to rest on their laurels, however....
...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....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...Jews arrived on the banks of the Nile and Euphrates at least 1,000 years before the Arabs conquered Egypt and Iraq in the 7th century CE....
...al)....
...“The universities are being viewed as a threat to national security,” said al-Sayed....
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...But Israeli security officials argue that the only way Israel can restore the population’s faith in the potency of its security apparatus is by destroying Hamas, the group formed during the first Palestinian...
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...Citi’s Ben Nabarro has summed up the complex action vs words balance Andrew Bailey et al. will need to strike at a “tight call” meeting....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...This is not the first time that First Citizens has swooped in to buy a failed bank....
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