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...Weaker exports offset a positive contribution from investment, inventories and public spending....
...The fact that services inflation (excluding shelter services) remained elevated in August is a nasty reminder of this fact....
...Yields on US junk bonds have jumped to almost 8.6 per cent from a mid-August low of 7.4 per cent, according to an Ice Data Services index....
...“Inventory for supply chains is what liquidity is for banks,” says Pozsar, and “in the context of supply chains, leverage means excessive operating leverage.”...
...(FT) — The making of ‘bad gentry’ after the abolition of the civil service exam in China, 1902-1911 (The Journal of Economic History, v Phenomenal World) — Zach Carter with a post on the real student debt...
...And although she manages the house in which pret-a-porter was invented, she’s been careful to check the inventory hasn’t been overwhelmed by streetwear trends....
...Reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to let us know. Happy reading!...
...Ketanji Brown Jackson confirmed for US Supreme Court seat The US Senate has confirmed Ketanji Brown Jackson for a seat on the Supreme Court, making her the first black female justice to join America’s highest...
...Let us know what fintech predictions you have for the rest of the year at imani.moise@ft.com and sid.v@ft.com....
...But recent manufacturing challenges and delays in parts production mean inventory is taking longer to arrive....
...Goldman Sachs said demand for metals remained strong and inventories were falling in China at a rapid pace....
...The writer is chairman of Fulcrum Asset Management The spectacular V-shaped recovery in the global economy has probably now come to an end with much more normal growth to follow....
...Also, payments provider Square, streaming service Roku and games publishers EA and Take-Two have earnings reports....
...But Mr Whipple says the idea Accenture Interactive would be moving into traditional media buying — such as handling television inventory — was “bonkers”....
...The old slides would tell us to buy gold (if there were any physical gold available) as well as companies that have quick inventory turns, so prices can be changed quickly....
...of discharge,” MSC said when it announced the service....
...According to Fiona Czerniawska, co-founder of Source Global Research, which advises the professional services industry, the sudden fall in deals is not the prelude to a V-shaped recovery, where the economy...
...For FY21, we assume very little excess inventory is carried forward to spring/summer 2021; hence the FY21E gross margin is in line with FY19 levels....
...The Chinese economy is expected to recover rapidly as it is supported by a restart of factories and inventory replenishment; the most likely scenario is a V-shaped curve, which means a decline in economic...
...Friday 9.30: Services PMI (April) The services industry contracted in March, at least that’s what the PMI survey said, with order books shrinking at the fastest rate since the financial crisis....
...With the slowest profit recovery in Business Services, we initiate at Underweight....
...The issue for Europe is that the economies are dominated by services. For instance, European airport passenger traffic is currently down 97% y-y. The services industry also provides the bulk of jobs....
...They expect a V-shaped recovery in China after a first-quarter slump, with Patrick predicting tax cuts for sectors hurt by the coronavirus....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...The all-sector PMI, which includes manufacturing, construction and services, fell to an average of 50.6 in the first three months of the year, the lowest level since 2012....
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