Hints and tips:
...The most likely scenario, he says, is that the bank will now face funding costs in excess of its return on assets — eroding capital slowly and zombifying the bank....
...If Michele’s scenario for 250bp of Fed cuts in 2024 holds, it will take at least a few 50bp rate decreases, not increases. One good read Hurrah for standardised tests....
...Shares in DR Horton, Lennar and NVR, which Berkshire disclosed it owned this week, have risen about a third apiece this year, far outpacing the S&P 500 stock index....
...Unless there is an actual default, nothing will change (and you might be surprised at how little might change even in that Armageddon scenario). But does it matter, somehow at least?...
...One good read The worst-case scenario....
...S&P said on Tuesday that SoftBank’s asset liquidity would “improve greatly” if Arm was listed but the rating agency did not include the IPO in its base-case scenario, noting uncertainty over the timing and...
...Unless there is an actual default, nothing will change (and you might be surprised at how little might change even in that Armageddon scenario)....
...Failure to handle these, particularly for smaller economies, would be, in a word, bad: While S&P Global Ratings does not expect such a widespread, calamitous outcome, there is a conceivable scenario whereby...
...Best for comfort and climbing: Specialized Aethos Comp — Rival eTap AXS The simple, classic design featuring round tube profiles allows for a hugely impressive feather-light frame weighing 699g (the S-Works...
...“Dan [Beck]’s focus was on net interest income,” said one person familiar with the matter, adding, “it worked out until it didn’t”....
...A version of this article was first published by Nikkei Asia on April 27 2023. ©2023 Nikkei Inc. All rights reserved....
...In that scenario, it is hard to predict what those economics would be worth, and even harder to predict what Mr Market would think they were worth. Or there is the “Tesla wins automaking” scenario....
...The eurozone economy had avoided “dramatic scenarios” for the winter thanks to a mild December in which the depletion of gas stores was much lower than feared, he said The report showed activity in the...
...“Such [a] domino effect will be the worst scenario,” Samuel Tan, executive director of KGV International Property Consultants in Johor, told Nikkei....
...Michael Hartnett’s strategy team at Bank of America has been singling out homebuilders as one of the sectors pricing in a “goldilocks” soft-landing economic scenario that is unlikely to happen....
...ESPN’s cable subscribers have dwindled from 98mn in 2013 to less than 74mn last year, according to estimates from S&P Global Market Intelligence....
...Here are the five shorts, with their returns: Comerica Inc (a highly rate-sensitive regional bank): -32 per cent Infineon Technologies (chips, Germany): -21 per cent News Corp (digital and print media...
...Wartzman, who runs the Drucker Institute’s KH Moon Center for a Functioning Society, credits the retailer with undergoing a “remarkable” transformation in how it treats its people....
...Demand for active ETFs is holding up even better than for passive funds, with global flows into passive mutual funds and ETFs in H1, at $431bn, less than a third of 2021’s full-year tally....
...However, that scenario could be disrupted by China’s slumping property market....
...In a best-case scenario, he had thought the stock could be worth $7 to $8 in two years’ time....
...From Friday’s statement: The Special Committee reached out to Daniel S....
...It has even underperformed the S&P 500, and by a considerable margin....
...In the land of the free (underwritten by VCs), the S&P 500 dropped 1.7 per cent also, with mega cap tech, small caps and cyclicals bearing the most pain. Why?...
...create “new potential scenarios for early sukuk dissolution”....
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