Hints and tips:
...But this will not be the momentary stumble followed by a V-shaped recovery of administration and deal-sponsor lore....
...Melrose Industries, the private equity barons whose equity isn’t private, is leading the FTSE 100 gainers after interims....
...equity as currency be a driver?...
...Just 30% expect a V shaped recovery in the stock market....
...Wirecard’s up 26 per cent at pixel, giving the fraudulent operation an equity value of more than €100m....
...Equity Risk Premium (ERP) right on track with 2009....
...In addition, high liquidity headroom gives management the option to pursue any countercyclical and value-accretive acquisition....
...There’s some discussion of C19 accelerating the outperformance of megacap stocks, the rotation to passive management within equity portfolios and the expansion of duration (and hence interest rate risk)...
...The V-shaped recovery in consumer spending feels too bullish in our view....
...Credit tends to lead equity at major market turns....
...Sage is owned within its Real Estate Partners Europe V fund, an opportunistic fund, and could ultimately be sold or listed....
...The sector will be fine. — NM1 Consider a tax on earnings v student loans Finance should be via equity funding, not debt funding. Institute a graduate tax of 1 per cent or so on lifetime earnings....
...Rising interest rates threaten to create a large fall in house prices at a time when bank balance sheets have insufficient equity....
...Lena Komileva, G+ Economics: The uptrend in UK house prices is largely a secular trend....
...Lisa Damon is the partner responsible for championing the programme, which combines the principles of the Lean Six Sigma management technique with technology, knowledge management, process management techniques...
...equity conference in Europe....
...Management is in talks with other operators to take on some of its projects....
...Lena Komileva, G+ Economics: From a financial economics standpoint, house prices are not too high....
...Lena Komileva, Tullet Prebon Property prices are overvalued by any measure....
...But the other key data release this week, the US Institute for Supply Management’s September report, also cast doubts over the recent rebound in manufacturing activity....
...However, the day’s economic releases had only a limited impact on US and European equities, in spite of a strong lead from China....
...Lena Komileva, Tullet Prebon Statistically a recovery from a very low base can produce above-normal rates of GDP growth for some time....
...While we are already in a severe and protracted U-shaped recession (as the deluded hope of a short and shallow V-shaped contraction has now evaporated) there is now a rising risk that this crisis will turn...
...Not sure about residential prices, our housing economists at Halifax have a better sense of that than me....
...Lena Komileva, Tullet Prebon The main risks to the UK economy are another housing bubble, sticky inflation and lack of adequate fiscal reforms....
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