Hints and tips:
...The former is a near-term likelihood in China, however, and not implausible in the US as the Federal Reserve winds down quantitative tightening....
...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....
...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)....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...But after last week’s bankruptcy protection filing for two of his personal investment vehicles, any decisions on a sale could be put in the hands of a federal judge....
...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....
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...Given how volatile the data was during Covid-19, Williams et al suspended their estimates until May....
...Can Tesla use the demands of autonomous cars/FSD to become a global leader in custom AI chips? Yes! say Jonas et al. Yes it can! Look! And look! And look!...
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
...We’re also reading . . . Nygard vs Bacon: In a gated community in the Bahamas, a feud between a fashion mogul and a billionaire hedge fund manager has ended in a $203mn defamation payout....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...Our best hope is that the homebuilder stocks are now pricing in Federal Reserve rate cuts in the near future, and that does not happen....
...Lazard has hired Wassim Al-Khatib, the former head of Citigroup in Saudi Arabia, as chief executive of its advisory business in the Middle East and north Africa....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Email me: harriet.agnew@ft.com Chart of the week Global stocks and bonds have been falling in tandem since mid-August with galloping inflation forcing big central banks such as the Federal Reserve, Bank...
...against Donald Trump and family For up-to-the-minute news updates, visit our live blog Need to know: the economy The US Federal Reserve announces its decision on interest rates today at 2pm ET (7pm London...
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...But in the past year many regular subjects of this newsletter — such as SoftBank and Tiger Global — have started pouring big money into the space....
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
...Trade links The New York Federal Reserve has designed a new index of pressures on global supply chains....
...“Clearly, we’re in a challenging negotiation,” Al Kelly told the Financial Times....
...“When the music stops, in terms of liquidity, things will get complicated,” Prince told the FT in July 2007. “As long as the music is playing, you’ve got to get up and dance. We’re still dancing.”...
...Complaint | Motion to dismiss | Dismissal Federal court cases Name: Stokke et al v....
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