Hints and tips:
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...Climate action vs Covid recovery? As governments plough vast sums into the economic recovery from the coronavirus pandemic, what will this mean for the climate agenda?...
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...[This] experience suggests that Venezuela’s recovery . . . is not assured to be fast. Where there has been significant destruction of economic capacity, recoveries can take a long time.”...
...Last year was exceptional for Europe Inc in terms of growth, profitability and business expectations....
...None of this is to suggest that the gains in the rental market are enough to spur the kind of meaningful housing recovery that might require a solution to some of the fundamental impairments in mortgage...
...-’ from ‘AA+’....
...In the past decade, the company has turned full circle from professional restraint to aggressive growth, retrenchment amid heavy losses and – most recently – robust recovery in a “back to basics” strategy...
...+/Stable/A-1+) and the Kingdom of Spain (65%; AA/Negative/A-1+)....
...Then Standard & Poor’s added another shock when it cut the credit rating of the US government from triple A to AA plus....
...The recovery is coming, but slowly....
...Moody’s review will therefore most likely conclude that Spain’s rating will remain in the Aa range.”...
...Related links: Portugal v Greece on sovereign risk – FT Alphaville Austerity, Portuguese style – FT Alphaville...
...Jose Garcia Zarate, economist at 4Cast, said: “The market debate has shifted from the urgent issue of liquidity to the more long-term issue of solvency.”...
...The increase in liquidity of the developed market index has been driven by persistent market uncertainty about the strength of economic recovery, and the sustainability of higher levels of debt to GDP in...
...Mr Dougall says that even as the number of distressed investment opportunities multiply, many banks are still hoping for a quick V-shaped recovery....
...“No, it’s a D- process – and it will be long…. ” - Once Rio is in the grasp of China Inc, it’s unlikely to ever escape it - The case for bankers — they’re not all villainous scum - The three-percent solution...
...But they also cautioned that there may not be a simple V-shaped recovery....
...That turnround is one reason why the country’s credit ratings have just been downgraded, to A+ from AA-, in the case of S&P, and to AA- from AA, in the case of Fitch....
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