Hints and tips:
...Barclays has lost three senior investment bankers to Jefferies Group, per Bloomberg....
...Jefferies has hired Dennis Kwan as a managing director in its private capital advisory team based in Hong Kong....
...David Owen, MD and chief European economist at Jefferies: No....
...Jacob Nell, chief UK economist, Morgan Stanley Pessimistic on potential....
...Wages rising Daniel Vernazza, lead UK economist, UniCredit I expect inflation to rise quite quickly in 2017, to almost 3% by the end of next year....
...Melanie Baker and Jacob Nell, UK economists, Morgan Stanley We think borrowing will increase....
...Melanie Baker and Jacob Nell, UK economists, Morgan Stanley We expect the MPC to cut rates to 0.10% in May — a final cut to the new lower bound....
...Melanie Baker and Jacob Nell, UK economists, Morgan Stanley Post Brexit, we expect the UK to tighten immigration controls to meet the government’s “tens of 1000s” target....
...David Owen, chief European financial economist, Jefferies GDP growth likely to slow from around 2% on average in 2016 to 1.25% in 2017....
...Daniel Vernazza, lead UK economist, UniCredit Feel about the same as 12 months ago I have not changed my mind....
...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....
...Melanie Baker and Jacob Nell, Morgan Stanley The UK will struggle to maintain the same pace of growth....
...David Owen, Chief European Economist, Jefferies In a historical context house price-income multiples are now seemingly high everywhere....
...Melanie Baker, Jacob Nell, Morgan Stanley We expect 50bp of rate rises by the end of 2016. We think the reflation story is working in the UK....
...Melanie Baker, Jacob Nell, Morgan Stanley We think the UK recovery is robust and self-sustaining....
...This would threaten to outweigh any wider benefits to the UK economy coming from cheaper imported goods Melanie Baker, Jacob Nell, Morgan Stanley A vote to leave could see the UK flirting with recession...
...Daniel Vernazza, UniCredit Almost....
...Daniel Vernazza, UniCredit UK households will feel much better-off next year....
...David Owen, Jefferies Barring any unforeseen event, yes....
...Daniel Vernazza, UniCredit It seems likely that the next government will look to spread the cuts over a longer period, again....
...Two of the best-known business dynasties in Europe and the US will come together after Lord Jacob Rothschild’s listed investment trust and Rockefeller Financial Services agreed to form a strategic partnership...
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