Hints and tips:
...Basel III ❤️ deposits. Bleed to the digital euro would erode banks’ Net Stable Funding Ratios as well as Liquidity Coverage Ratios....
...Now, such stolen glimpses of the heart of British power are commonplace: Morgan turned The Queen into The Crown; Kenneth Branagh has just starred as Boris Johnson in Sky’s This England....
...In short, the notion that there’s an immense negative rate arbitrage out there to be exploited (f you’re brave enough isn’t entirely mad....
...We expect F/W volume contraction as MONC focuses on profitability (possible Gross Mg mid-70s again, EBIT pre-IP at 29%) but still 24% below H219....
...F? T? W? At this point who even knows....
...And Panmure: Mid-single digit EPS growth (rather than high) and F/X at -2% would imply an outcome this year of ~330p for adjusted EPS we estimate....
...Here’s JP Morgan Cazenove: China represented 7% of group revenue in 2019....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...Here’s JP Morgan Caz off the conference call....
...JP Morgan’s pushing the Russian ones based off spot prices....
...four fund managers at risk of being thrown overboard first and losing their LDI mandates are BlackRock, the world’s largest fund company, Insight Investment, Legal & General Investment Management, and F&...
...The Sport of Kings, by CE Morgan, Fourth Estate, RRP£16.99/Farrar, Straus and Giroux, RRP$27 This epic feat of storytelling about the lives of a horse-breeding dynasty in Kentucky confirms Morgan as a torchbearer...
...The $4.6bn in transaction fees that Goldman Sachs, Morgan Stanley and JPMorgan earned in 2013 was about half what they collected in 2007....
...The chart on the right is from JP Morgan’s F&L team, and shows percentages of insured and uninsured deposits in the eurozone (click to enlarge)....
...And then… Drumroll… Exhibit F: Risk article by Matt Cameron (April 5, 2012) Hats off to Yogi Bear for nailing it....
...● Bridges Ventures’ third fund, appropriately titled Bridges Ventures III, has reached first close with commitments of £72m ($112m)....
...Morgan and director Phyllida Lloyd, who directed Streep in Mamma Mia!...
...But Kenneth Jacobs, the chief executive of Lazard, an investment bank that eschews trading in favour of advising companies, thinks the dynamics could change....
...Like other pro- growth autocrats, from Nebuchadnezzar to Napoléon III, China’s leaders like building....
...F&C Commercial Property investment trust F&C Commercial Property has seen its NAV fall 40 per cent from its peak in mid 2007, and Christopher Sexton of Saunderson House doesn’t think the downturn in the...
...The “Parties” shall mean ZANU-PF, the two MDC formations led by Morgan Tsvangirai and Arthur Mutambara respectively....
...Andrew F. Wilson Samuel J. Wisnia Andrew E. Wolff, principal investing. Neil J. Wright Shinichi Yokote Sanaz Zaimi...
...Andrew F. Wilson, asset management Samuel J. Wisnia Andrew E. Wolff, principal investing. Neil J....
...The Origins of American Photography: From Daguerreotype to Dry-plate, 1839-1885 By Keith F....
...They have also voiced their concern about the subsequent deeply discounted rights issue to self-fund the product through Phase III trials....
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