Hints and tips:
...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....
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
...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...
...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...
...He’s had a fair few, taking on first the Barclay Brothers and then the former emir of Qatar, Sheikh Hamad bin Khalifa Al Thani, and the businessman and former prime minister Sheikh Hamad bin Jassim bin Jaber...
...This draws on Susan Sontag’s 1964 Notes on “Camp”, the first serious examination of the topic, and I think you’d struggle to find any important ways in which Baker departs from Sontag....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...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...
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
...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....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...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)....
...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....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...Final Whistlehttps://twitter.com/Football__Tweet/status/1748024914517315922 The Africa Cup of Nations is in full swing in Cote d’Ivoire....
...Various scores have been tried (Mozart, Rossini, Johann Strauss) but Wheeldon — like Ashton, Nureyev, Matthew Hart, Alexei Ratmansky et al — was seduced by Prokofiev’s bittersweet 1945 masterpiece, splendidly...
...The IMF now expects expansion of 3 per cent this year following a stronger than expected first quarter. Some economists are more sceptical....
...strikes, car and credit card loan delinquencies, et al)....
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...Job moves Qatar Airways chief executive Akbar Al Baker has announced he will leave the airline next month....
...me in 2018, since when their glorious Garnachas have risen to Spanish royalty, alongside Vega Sicilia et al....
...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....
...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....
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