Hints and tips:
...The path of jobless claims in the coming weeks, alongside other economic indicators and, of course, earnings guidance from companies, will illuminate whether a U or a V-shaped recovery awaits....
...Other major players in the Aim Isa market include Downing, Unicorn, Puma, Stellar and Blankstone Sington (see table below)....
...The outlook for a demand recovery in China is thus looking more U-shaped than V-shaped....
...Dealmakers say both the capital markets records and the jump in M&A are being driven by a rise in confidence following Asia’s V-shaped recovery from the global financial crisis, which is estimated by the...
...At the same time, Squires Gear is exposed to global economic forces, shipping 24,000 parts a month to the US, where they are incorporated into the transmissions of Honda CR-V vehicles....
...recovery thesis....
...Here’s a chart of the BDI’s recovery: And just for context, here’s a longer duration chart showing the BDI’s stellar fall last quarter: Asian shipping stocks have unsurprisingly seen a corresponding lift...
...“There’s a real problem in finding fraud after the fact because the money is already out the door and you won’t get the recovery,” says Ms Gelernt....
...Its recovery is of crucial importance to how we think about ourselves now, and every step of that process of renewal is of significance far beyond Berlin....
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