Hints and tips:
...Tom Simons, US economist at Jefferies, described the figures as “stunning numbers” that left him “near speechless”....
...For instance, Aneta Markowska at Jefferies said she was now slightly less confident in her base case that the Fed would follow though with a final quarter-point increase in May....
...“The drop in [European] gas prices has suddenly eased fears about any recessions to come,” said Jefferies analyst Flora Bocahut....
...From Bloomberg on Tuesday: Federal Reserve Chair Jerome Powell, asked in a private meeting with US lawmakers Wednesday how much further the central bank will raise interest rates this year, referred to...
...The stock market rally ignited by scrapping the prospect of a larger rate rise undid some of the “good work” the Fed had accomplished in recent months, said Aneta Markowska, chief financial economist at Jefferies...
...The yield on the seven-year note was its highest since February 2020 going into the auction, which bolstered demand, said Tom Simons, an economist at Jefferies....
...Aneta Markowska at Jefferies speculated whether the Fed would drop “transitory” altogether....
...“The main rationale is that [Natixis] is super-cheap . . . it makes sense for BPCE to investigate the option,” said Jérôme Legras, head of research at Axiom Alternative Investments....
...“At some point, they will have to acknowledge [the looming fiscal support] and incorporate it in their forecasts,” said Aneta Markowska, chief financial economist at Jefferies....
...Indivior named Jerome Lande, Scopia’s head of special situation investment among four new non-executive directors, as well as pledging to make a further board appointment based on Scopia’s recommendation...
...Analysts had expected net income of €790m, while the bank’s revenues were 4 per cent above expectations, according to Jefferies....
...“It will underscore that things are getting better but we are still miles away from full employment and price stability,” said Aneta Markowska, chief economist at Jefferies....
...Chart via Jérôme Jean Haegeli, of insurer Swiss Re: But what does this mean? The most obvious interpretation would be to say that inflation is coming....
...Jefferies believes there is “a possible bear case that this year’s earnings growth could easily undershoot by 2/3”....
...David Owen at Jefferies adds: “All prospective Tory MPs may have signed up to Boris Johnson’s deal, but that was then. When in parliament with a slim majority things could look very different....
...Ward McCarthy, chief financial economist at Jefferies, wrote in a note to clients: “It is not remotely clear to us what rate cuts will accomplish aside from temporarily sating market expectations and quieting...
...“The fact they are willing to telegraph this over quarter-end reduces the potential for funding market volatility like we have seen over this week,” said Benjamin Jeffery, an interest rate strategist at...
...Ian Chapman will join the law firm’s Hong Kong office from Mayer Brown, where he was a senior consultant....
...“It’s a great market to be in at the perfect time because online penetration is growing so fast,” says Ulric Jerome, chief executive of Matchesfashion.com....
...Last month, Tesla appointed Jerome Guillen to president of automotive, a position that appears to be the closest thing the company has to an operations boss....
...Her first to French actor Jean-Louis Richard in 1949 produced a son, Jérôme. She was married for a second time in 1977 to US film director William Friedkin....
...The Chapmans said they are “ready to take on new challenges” while taking on an advisory role....
...Perella Weinberg Partners has hired Jérôme Brassart as a managing director in its advisory business, leading the group’s utilities and infrastructure coverage....
...When Jérôme Kerviel, the infamous rogue trader, lost SocGen €4.9bn, he exposed lax controls in the department run at the time by Mr Mustier, derailing the banker’s expected journey to chief executive....
...The Chapmans said in a statement that they are “ready to take on new challenges” while taking on an advisory role....
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