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Related Special Reports
...Next June’s European parliament elections may make the EU appear more fragile than ever....
...It then built the holding back up to 3.23 per cent, but hasn’t reported a trade since Apollo walked away in May....
...giants cut corners to harvest data for AI (New York Times) — The second demographic transition (Maximum Progress) — Mario meets Pareto (Mayerowitz) — Rethinking my economics by Angus Deaton (IMF; we may...
...For them, going all-in on robotaxis may sound great for the 2030-something forecasts, and an earnings tape-bomb is just a speed bump....
...Whatever happens at the next election, “the prospect of a closer relationship with the EU may generate more goodwill among investors and, after eight years, some of the Brexit risk premium may start to unwind...
...One incentive may be that benefits are fairly easy to estimate. Improvements can be measured in reduced air pollution, noise pollution, road accidents and congestion....
...Most recently, there was a sizeable 27% price increase in the month before the May 2020 halving....
...A valuation discount of this magnitude may be sufficient to attract new equity investment, but if not, the UK government could step in and own Thames Water itself....
...tweet . . . https://twitter.com/business/status/1615707566268375041 ... and will short Bed Bath & Beyond after seeing this tweet:https://twitter.com/markets/status/1622967091887476736 Which is nice, and may...
...Artex first announced its Bacon float in May, having gained approval from the Liechtenstein regulator to launch an art exchange last January....
...If Lyft stopped insuring its drivers entirely the adjusted ebitda margin would go up to 6 per cent, though again there may be some unwelcome externalities. Look, all this is ridiculous....
...The upgrade to Gen AI smartphones may not only disappoint, but Samsung Electronic seems to have stolen a lead with its smartphone....
...As such, when we see the pivot to inference — which will trade-off low latency over throughput, certainly in edge-AI — we may see a ramp in the $-sales in Arm’s Infrastructure business....
...With the Nasdaq index rallying ~70% in a year, tight labor markets, and high immigration and government fiscal spending, it wouldn’t be a surprise that inflation may stop declining or move higher....
...But since Goldman has put the full note in front of its client paywall, and since following Goldman is likely to be a more profitable bubble-times strategy than listening to us, you may as well read it all...
...More broadly, the prospect of rate cuts may prompt cash reallocation away from money market funds and into fixed income / equity funds, benefiting asset managers....
...So, instead of acquiring smaller companies that may be a better fit to an existing business and can more easily be integrated into the existing corporate structure (and adopt the existing corporate culture...
...The Cut steakhouse at 45 Park Lane runs a Sunday service that includes what may be London’s most expensive nut roast (£65)....
...According to WatchCharts data, secondary market prices for fancy watches have fallen for seven straight quarters, having peaked in May 2022 (alongside crypto, which is probably not coincidental)....
...If stock leadership remains narrow in 2024, active managers may find themselves in a vicious cycle of again having to compete with momentum chasing index funds and being forced to chase an even more concentrated...
...In this case, however, the story may have snowballed....
...In the process, many of these projects may change how we live life on earth. We think the more investors appreciate this, the more events over the next 12 to 24 months will make sense....
...With Banco de España pushing forward with its own apparently blockchain-based CBDC that’s independent of the ECB project, there may be some politics involved in that position....
...Claims about “a Santa rally” and “sell in May” are therefore considered useful only for identifying trading-platform shills....
...As brief tenures at big companies go, Shear’s may be among the weirdest but it’s not the shortest. That award probably goes to . . ....
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