Hints and tips:
...Listening to a recent FT Behind the Money podcast about JPMorgan Chase, however, made me wonder if banks might not be the most interesting and perhaps even the most extreme example of that dynamic....
...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....
...Here’s an unusual thing, a sellside note on generative AI that does more than swallow and regurgitate the hype. It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
...In the second quarter of this year, growth in card loans at JPMorgan Chase, Citigroup and Bank of America were 0 per cent, -5 per cent, and -10 per cent, respectively....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...As Copeland et al noted in 2015: A complete unwind of all repos, and not merely of those maturing, is an operationally simple process....
...If the We Company were to shelve the listing, it would also lose access to a $6bn loan from a group of banks, including JPMorgan Chase and Goldman Sachs, that was contingent on the IPO raising at least $3bn...
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...If it is not assured of pan-EU access to clients from London, then Paris is the next best hub, given the location there of a clutch of asset management companies (Amundi, Axa et al) for which its staff execute...
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...Who ultimately wins the stand-off — Mr Dimon et al or the market — will hang in part on how duty-bound JP feels to stand by its pledge....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...The question is whether that benefit would look so attractive were JPMorgan et al forced to internalise most of the costs of a breakup while remaining in their current form....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...(Financial Times)(Wall Street Journal)(Bloomberg)(FastFT) Moody’s may downgrade biggest US banks, saying bailouts less likely in future: Goldman Sachs, JPMorgan Chase, Morgan Stanley and Wells Fargo could...
...Department of Justice has stepped up a probe in recent weeks into Bear Stearns mortgage dealings in the run-up to the financial crisis, adding to JPMorgan Chase & Co’s legal problems, according to three...
...Based in Geneva, Jonathan Conner will focus on expanding services across the region. He joined JPMorgan in 2007 from Citi, where had also managed private clients in the Middle East....
...cross-country chase change his life....
...Ratings triggers, forced sales, systemic cliff risk, et al. Still a feature in some eurozone periphery bonds, despite the rally. Portugal for instance....
...One segment of the market (Open U, U of Phoenix, et al) specialise in delivering online courses for large audiences....
...In May, LinkedIn, the business social networking site, was priced at $45 a share by Morgan Stanley, Bank of America Merrill Lynch and JPMorgan Chase, but the stock leapt by more than 100 per cent on its...
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