Hints and tips:
...“The liquidity crisis will pass,” said Thomas Simons, a money market economist at Jefferies. “But a credit crisis is coming.”...
...This more thoughtful approach is another reason that such funds have not been caught up in the greenwashing accusations, reckons John Moore, investment manager at wealth manager RBC Brewin Dolphin....
...“He’s actually in a better spot than Bezos,” said Brent Thill, a Jefferies analyst....
...Analysts at Jefferies have estimated the event could add an extra $4.1bn in sales to Amazon’s total fourth-quarter earnings, which it otherwise forecasts will be about $158bn, an increase of 14 per cent...
...This is why Jefferies anticipates a share price of $235. Of course, with fame comes scrutiny. Airbnb has fallen foul of regulators in the past....
...He was represented by the law firm Cravath, Swaine & Moore in the 2021 trial. Twitter declined to comment on Wachtell’s appointment, which was first reported by Bloomberg....
...“The debt ceiling increase has not been signed into law yet . . . but it seems like the market is dismissing any potential risk of default,” said Thomas Simons, a money market economist at Jefferies....
...That is likely to outweigh a slowdown in global internal combustion engine car sales, according to analysts at Jefferies....
...Instagram has 1bn users and while owner Facebook does not specify sales, analysts at Jefferies expect it to rake in $14bn this year....
...Mr Moore added that pain was likely to be felt beyond the reaches of the junk bond market too....
...Newsletters (hopefully including this one) are about to hit the mainstream, according to Elaine Moore, and that could mean an acquisition spree similar to that enjoyed by podcasters....
...“Combining these three headwinds, we see a potential impact on consensus 2021 ebitda of £5-10m,” said Jefferies analyst Andrew Wade....
...Another Freshfields alum, Barry O’Brien, left the magic circle for Jefferies in 2014....
...BUY And Jefferies turns cautious on Centrica: We cut FY20-22 EPS by another 30% on the back of further work on demand, bad debts and working capital....
...As this idea was being outlined, reports emerged that audit provider BDO was merging with UK competitor Moore Stephens, to overtake Grant Thornton as the UK’s fifth-largest accountancy firm....
...Moore joins form PwC where he was in charge of government and public policy. He will replace Tim Hames....
...“The cycle has only extended because of the rise of the flexible office sector,” says property analyst Mike Prew of Jefferies. “It is masking the deterioration of rental yields.”...
...Greg Coffey, former co-CIO at Moore Capital, capped his fundraising at $2bn....
...Funds run by Pharo Management, which is a macro with an emerging market focus, and Louis Bacon’s Moore Capital, have not fared as well, but are still outperforming HFR’s macro index....
...Noblet will head UK banking at Jefferies, according to people with knowledge of the move....
...Job moves Law firm Cravath, Swaine & Moore has hired Katherine Forrest, a federal judge in Manhattan, who sent Silk Road founder Ross Ulbricht to prison for life....
...Justin Jordan, analyst with Jefferies in London, said: “Given the strategic value of Smurfit Kappa and potential synergies with existing International Paper operations, we believe an offer of €33 a share...
...Yet the upside of a shrinking market could be to provide a cushioning effect on price falls, said Anthony Codling, analyst at Jefferies....
...Earlier this year, a cadre of Moore’s former M&A partners from Weil also moved to Hogan Lovells....
...Reporting by Eric Platt, Joe Rennison, Roger Blitz, Thomas Hale, Michael Hunter and Elaine Moore...
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