Hints and tips:
...“Which ever way you crunch the numbers, this clearly isn’t the sort of inflation momentum where the Fed could be comfortable cutting rates,” noted Jim Reid at Deutsche Bank....
...Reid....
...But Deutsche Bank’s Jim Reid said a Moody’s downgrade would be “highly symbolic” as the last remaining AAA rating....
...There’s a far-fetched but intriguing (and unnerving) line in this morning’s note from Deutsche Bank’s strategist Jim Reid, after the obligatory mention of golf: His emphasis below: The bond vigilantes...
...“I understand what they are trying to do,” said Jim Manley, a Democratic strategist and former aide to the late Senate majority leader Harry Reid. “I just hope it doesn’t blow up in their faces.”...
...“A positive sloping yield curve promotes animal spirits . . . lending, and all things that are usually growth positive,” says Jim Reid of Deutsche Bank....
...So were Bill Ackman and LinkedIn co-founder Reid Hoffman....
...And as DB’s Jim Reid pointed out today, the ca 4.5 per cent yield that 10-year Treasuries currently offer is bang-on the (very) long term average since 1790 . . ....
...Japan’s three decades without an all-time high is a rare feat for postwar stock markets, as this chart from Deutsche Bank’s Jim Reid shows: Why have Japanese stocks been so blasé about recession?...
...The latest to give it a go are Jim Reid, Henry Allen and Galina Pozdnyakova of Deutsche Bank, who released the third part of their long-term asset return study yesterday, under the title “The History (and...
...Jim Reid 🤝 David Folkerts-Landau = Deutsche Bank’s 2024 outlook UBS has also made an extra effort to make its various outlook pieces work online. Apollo on private markets and US housing....
...Jim Reid of Deutsche Bank reminds us that changes in labour markets lag behind changes in the broader economy....
...Reid and colleagues at the bank....
...Jim Reid, a research strategist at Deutsche Bank, said in a note to clients that French GDP numbers were “distorted by the delivery of a cruise ship”....
...“It’s clear that investors are still nervous about the issue,” said Deutsche Bank strategist Jim Reid....
...“Investors are starting to see a pattern emerging”, with this week’s moves running “against the prevailing narrative that central banks are on the verge of pausing their rate hikes”, said Jim Reid, an analyst...
...The luxury cruise ventures are “more of a brand marketing loyalty play than a revenue play”, said Clayton Reid, executive chair of hospitality marketing agency MMGY Global....
...Chris Marsh at Exante and Jim Reid at Deutsche Bank have both noted how this looks like mortgage interests de facto dictating policy to some central banks....
...Jim Reid, managing director at Deutsche Bank said “the main focus of the Fed tomorrow will be on whether they give any hints of forward guidance at all”....
...So I was looking at some stats earlier from Jim Reid at Deutsche Bank, who was pointing out that we’ve had 15 weekly gains in the S&P 500 in the last 17 weeks, and it’s the first time that’s happened since...
...It was made by Jim VandeHei, the chief executive of media company Axios....
...In this year’s edition, Deutsche strategist Jim Reid and team sketch out the late-cycle hangover where credit losses rise steadily through 2023, followed by a more sharp deterioration in 2024 as the US enters...
...“This looks set to be the welcome end of an era as some value returns to global fixed income,” said Deutsche Bank analyst Jim Reid....
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