Hints and tips:
...“When a kid draws a bird, they do a V. And you don’t want to ski alone, you want to be in a group....
...They’d feel like a prince.” “I think there is genuine change,” says Wilcox of the current shifts in fashion....
...Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath 1,009: AC Lambirth,...
...2019 to around 1.2mb/d (vs JPMe 1.4mb/d)....
...So we thought we’d give you a condensed summary of what’s been going on. Welcome to The FT Alphaville Cut, a new and experimental daily distillation of our collective outpourings....
...However, FY20 guidance of 17kb/d is suspended....
...Your feedback We’d love to hear from you....
...And here’s JP Morgan Cazenove with a conference call summary: 2020 Margins - Moving parts....
...JP Morgan’s strategy team has also been getting questions on the reflation/inflation playbook....
...We think it’s largely right that the gaming sector will enjoy a V-shaped recovery as sporting events resume....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...The confirmation follows Sky’s Kleinman reporting a raise in the works of around £600m, which’d be disappointingly small given the scale of Hammerson’s problems, but is possibly the ceiling given its £480m-ish...
...As our economists have explained, on a sequential quarter-on-quarter annualised basis their US forecast shows -34% in Q2, +19% in Q3 and +12% in Q4, which looks rather V-shaped....
...It’s all about Friday’s awful US economic data, the likelihood of negative rates in the US and elsewhere, the receding prospect of a V-shaped recovery, the ever increasing national debt levels and the sabre...
...Declines in France were greater (Castorama LFL -44%, B-D -39%) with a slower pace of store re-openings. Poland was also robust (-9.6% LFL) as were Russia and Romania....
...Global GDP is set to contract the most since WWI in Q2, but amid surging money supply and rising saving rate, depressed base effects should lead to a v-shaped recovery into Q3....
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...We’d suggest the clearing price would likely be in the range 10-20p/shr....
... An R&D update accelerating/re-prioritising its pipeline assets based on the influx of cash from the AstraZeneca deal (in addition to that received in the Mallinckrodt deal)....
...Here’s JP Morgan Cazenove: The group has ~£500m of immediately available liquidity through committed facilities and cash balances....
...Here’s JP Morgan Cazenove: These changes are broadly inline with the BOE’s playbook for a UK downturn and should help the real economy, easing asset quality pressures while creating some pressure on NII...
...From £110, kaikado.jp An indulgence I would never forgo is time for a proper meal....
...The Neues Museum is Berlin’s version of the V&A....
...JP Morgan is deemed about as risky as before....
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