Hints and tips:
...Here’s more on the regions driving a nascent recovery in the M&A market....
...Hi, James! James Politi Nice to be here. Hi, Marc! Marc Filippino And I’m also joined by Rana Foroohar. She’s our global business columnist. And she writes our Swamp Notes newsletter with Ed Luce....
...Khosrowshahi was hired in 2017 from Expedia, where he was once the best-paid chief executive in the S&P 500....
...Several people hit two out of three, but only three entrants managed to get all those correct: former winners James Ritossa of Citadel and Simon M (who won the two-shirt rollover last month); and twice-bridemaid-but-never-yet-the-bride...
...Funds that track US indices will have a much higher exposure to the Mag 7 (currently about 30 per cent for the S&P 500 or as much as 40 per cent for the Nasdaq)....
...“The way to maximise delivery is to invest consistently in marketing,” said James Edwardes Jones at RBC Capital Markets....
...And equities, well, the S&P 500 ended the day up nearly 2 per cent. [MUSIC PLAYING] Russia’s workforce is shrinking and it is shrinking fast....
...Joshua Franklin and James Politi have more details. 3....
...It’s no coincidence that the S&P 500 is also having a stellar run....
...And here’s what I’m keeping tabs on today: Economic data: The Institute for Supply Management will release its monthly US manufacturing survey while S&P Global publishes its Mexico manufacturing survey....
...“I’m feeling good about this being early-to-mid cycle for the classic investment banking, capital markets business around the world,” said Pick, who took over from longtime chief James Gorman in January....
...As my colleagues on the ground, Lauren Fedor and James Politi, note, the backlash over Gaza has also thrust foreign policy into the heart of the race for the White House....
...“I’m working to get results for the American people and it’s happening — and I’m not going to let up for one second,” he said....
...UBS analysts (including James Malcolm with whom I used to work and so can vouch for his wisdom on Japan) analysed three-month returns for Japanese stocks under different S&P 500 scenarios going back to 1990...
...Janine P.S....
...US markets held on to their gains after the remarks, with the S&P 500, Nasdaq and Dow Jones all up more than 1 per cent on the day....
...“I’m going to work as hard as we can to try to get this done, get more progress today and finish the journey. I’m a total optimist,” he said....
...The S&P slashed its US rating to a double A plus back in 2011....
...The S&P 500 finished last week up 5.9 per cent, its best week for a year....
...The S&P Global Clean Energy Index, made up of 100 of the biggest such companies, is set for its worst annual performance since 2013....
...Comerica, M&T Bank and US Bancorp each fell more than 7 per cent....
...Analysts challenged outgoing boss James Gorman on the realism of a target return of 20 per cent on tangible equity....
...Companies will have to assess the future of these sites, says Atul Arya, chief energy strategist at S&P Global Commodity Insights....
...Last week, rating agency S&P upgraded the country’s debt to investment grade....
...Speaking at an industry conference organised by Morgan Stanley, the bank’s chief executive James Gorman said: “We’re clearly seeing more green shoots. I’m having more discussions with CEOs.”...
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