Hints and tips:
...Raytheon is one of America’s top five “prime” contractors with the Pentagon, with operations including its defence and missile businesses, engine maker Pratt & Whitney and Collins Aerospace....
...Thomas Simons, an economist with Jefferies, said payroll growth and wages were not slowing quickly enough....
...“The debt ceiling increase has not been signed into law yet . . . but it seems like the market is dismissing any potential risk of default,” said Thomas Simons, a money market economist at Jefferies....
...Sandy Morris, aerospace analyst with Jefferies investment bank, said the results “show BAE to be in good shape, perhaps the best we can recall for over a decade”....
...Peter Welford at Jefferies said temporary pauses were “standard clinical trial practice”. He and his team envisaged “a short-term stock correction which may prove misplaced”, he added....
...A full list of Neil Collins’ financial interests can be found at www.ft.com/collinsportfolio...
...A full list of Neil Collins’ financial interests can be found at ft.com/collinsportfolio...
...Sandy Morris, defence analyst at Jefferies who has had BAE shares rated as a “hold” since 2016, said the pension deficit had been a “long-running sore and distraction”....
...Neil Collins’ blog was excellent last week on the nonsense that is fund management growth but, if you’ve read that already, have this summary of the quite dull numbers from Barclays: Jupiter has reported...
...neil.collins@ft.com...
...Sandy Morris, analyst at Jefferies, said BAE could instead increase its spending on research and development in its electronics business....
...The lack of effective succession planning in the industry has also led to more mega-launches, said Mr Collins....
...Toobin in The New Yorker And now, the Nancy Pelosi drama — Gail Collins in The New York Times What you've been saying Restrictive ownership hobbles audit industry — letter from Paul Boyle In 2005 I...
...Rob Collins, Waitrose’s managing director, was next....
...Aerospace and defence stocks were buoyed by rumours of a potential counterbidder for Rockwell Collins, which is close to selling itself to United Technologies for $30bn....
...“The big surprise is the lack of corporate defaults in EM,” says Mr Jefferies. “It may be the next big driver....
...Mr Justice Collins saw “no good reason” for the ban, saying that “to refer to them [books] as a privilege is strange”....
...Aengus Collins of the Economist Intelligence Unit forecast a minor 25 basis point move upwards, but cautioned “the risks to that projection lean heavily towards lift-off being delayed even further”....
...Those such as David Owen of Jefferies who were more optimistic about tax revenues also tended to have a sunnier outlook for the economy more generally....
...David Owen, Chief European Economist, Jefferies In a historical context house price-income multiples are now seemingly high everywhere....
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