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....
...You never get to see a GP, et cetera, et cetera, et cetera. All of this stuff. But they are very, very, very keen to talk about the fact that inflation has come down, right?...
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
...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...
...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)....
...I’d also point out that, it is not as if we had the Islamist terror threat completely contained when western forces were still in Afghanistan. The Bataclan attack in Paris took place in 2015....
...Apple came to Intel first and said we’re trying to build a smartphone; we’d love you guys to build a chip....
...Robert Shrimsley Well, you’re right. And obviously a lot less was known about the royal family even in those days....
...Messages recovered by Robert Shrimsley...
...to support growth, demand, et cetera?...
...Throw glitter on me. ...put glitter on Robert, that'd be great....
...We’re about to nominate some winners and maybe some losers. Katie MartinI hope you’re wearing black tie for the occasion. Robert ArmstrongYes, I’m sitting here in my evening dress....
...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...
...[Available for Premium subscribers] With his latest Al Capone act, Trump is testing the assumption that Americans don’t want a crook in the White House....
...Robert Smith is an FT capital markets correspondent Follow @FTMag to find out about our latest stories first...
..., et cetera....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...The vessel accommodates eight guests in four cabins and sets sail from Muscat’s Al Mouj Marina, heading north-west to the Ad Dimaniyat Islands....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...“When you’re dealing with wars, you’d be foolish not to start with military power. But that’s not the whole story....
...But then there’s a switch, three and a half pages in: in dark ink, Kafka makes a short, thick line and starts again, this time in the first person: “Es war spät abend als ich ankam” (“It was late in the...
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...Thereafter it’s a whistle-stop tour through Wilde, Evelyn Waugh, Agatha Christie, Judy Garland et al, interspersed with touches of memoir, such as Baker’s Nanna Betty with her crocheted-doll toilet-roll...
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