Hints and tips:
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
...Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights, said policy changes linked to COP28 were “inherently a long-term story”....
...Gareth Williams, the head of corporate credit research at S&P Global Ratings, emailed to say we were wrong....
...Moreover, an analysis by rating agency S&P suggests UK banks have handed more of the benefits of interest rate rises to savers than their counterparts in Europe and the US....
...Katie MartinOne little thought to leave you with here is yes, we’ve got all-time highs in the S&P 500....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...“These effects have been documented with the S&P 500: a stock increases its price when it enters the index and the opposite happens if it is kicked out.”...
...Facebook’s 12-month trailing price/earnings ratio, at 12.1, is lower than the S&P 500’s historical average of 15.5....
...Shares in the asset manager rose 5.7 per cent on the day the deal was announced, and this year they have nearly doubled the S&P 500’s performance....
...Other FTSE 100 companies with a US focus — Ashtead, Prudential and Pearson et al — will be monitoring Ferguson’s drip-by-drip progress carefully....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Key for Centrica is maintaining its Baa2/BBB credit ratings with Moody’s/S&P, which we think is possible....
...The Nasdaq has joined the S&P 500 in record territory....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...It is this phenomenon that's helped to turbocharge both the US junk bond market and the leveraged loan market, helping them to become $1tn asset classes stateside, according to S&P Global....
...Along with the powerhouses of LVMH, Kering et al, niche indie designers are also carving out an aesthetic mixing west and east in a way that is both credible and commercially viable....
...“When they first proposed BRI, the [Chinese] government was very vague on what it included,” said Christopher Lee, chief corporate ratings officer for greater China at S&P Global Ratings....
...Coibion et al think official forecasters — the CBO is not alone — are making the same mistake as in the 1990s....
...S&P now expects the economy to grow twice as fast in 2017 compared with last year at 2.8 per cent....
...He went from a world of nightclubs and scrawling his ‘SAMO’ slogans on city walls, to being the exotic dreadlocked darling for Warhol et al....
...[3] The current version of the Antolin Diaz et al empirical model is estimated to explain about 50 per cent of the variation in US real equity returns over 3-year periods ahead....
...Because, and as correctly diagnosed by Brooksly Born et al. ahead of time, far from behaving irrationally, finance was behaving hyper-rationally given the incentives that regulators and governments provided...
...In the US, the benchmark S&P 500 gained 0.8 per cent to 2,180.39, less than 1 per cent below its record high, as energy, telecommunications and utility shares gained....
...Is this an S&P/Moody’s/Fitch killer?...
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