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Related Special Reports
Lord, make me solvent, but not yet
...Even smaller stocks are finally catching up a little, with the Russell Midcap index (+4.3 per cent) and the Russell 2000 (+3.6 per cent) leading the Russell 1000 (+3.2 per cent) in March, notes Bank of America...
Brookings joins FTAV Jamaicawatch
Who needs hedges when you have bank accounting rules
SPIVA time
Tech uber alles
We can jack up capital requirements more
Easy initiatives that include lilies, roses, daisies and the imperishable bergenia
Liverpool; some more Liverpool; and yes, more Liverpool; plus some stuff on Russian sanctions, Paul Marshall, Truss in America and syphilis
...European sovereign CDS have posted a small increase y/y, but less than that of sovereign CDS in the Americas. This also makes sense to us given the lack of concern about European Union integrity....
...But Bank of America’s credit strategist Oleg Melentyev has a good idea: While we cannot directly observe valuations and credit loss experience in private credit space, we can look at proxy issuers and make...
...Preqin’s latest estimate based on data to Jun-23, stands at $1.71tn globally, with $1.08tn of that situated in North America. These numbers aren’t the whole story, however....
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...That has helped push its shares up another 49 per cent this year – yesterday supplanting Alphabet as America’s third most valuable company, Meanwhile, Tesla options trading volumes have stayed relatively...
...Still, Delaware, Inc is going to have to decide whether its brand should be based on being an even-handed, dispassionate system or something more corporate-friendly, designed to keep up in a regulatory race...
...The choir’s opening number was “America the Beautiful”, a song which fundraisers for British botanical gardens would have to endorse. The Selby project is privately funded....
The return of FTAV Jamaicawatch
The next stage of the private credit frenzy?
...The ebullient Jean-Charles Boisset of Burgundy arrived at Raymond in 2009, Chanel Inc bought St Supéry in 2015 and the next year the Tesserons of Ch Pontet Canet in Bordeaux bought Robin Williams’ winery...
Hello unintended consequences!
Reading Goldman’s flow report
Timely economics
...JetBlue Airways shares fell 10.7 per cent on Monday after it announced its chief executive Robin Hayes would step down next month and be replaced by the group’s president Joanna Geraghty....
Goldman thinks price growth is going to reaccelerate
But the boost to liquidity can prove shortlived
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