Hints and tips:
...As always, reach out to Imani (imani.moise@ft.com) or me (sid.v@ft.com) with thoughts for other companies to cover, trends to follow or general tips....
...As always, reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to share your feedback on today’s newsletter. Happy reading!...
...Mike Lewis, head of US equities cash trading at Barclays, said that while he expected the drop in the stock market to be shortlived, investors were no longer baking in a powerful V-shaped recovery....
...Antoine GodinUniversité Sorbonne Paris Nord, France Michael JacobsProfessor of Political Economy, University of Sheffield Ronan PalmerDirector Clean Economy, E3G Dirk EhntsPufendorf-Gesellschaft Berlin e.V....
...US banks, meanwhile, are pressing the US central bank to extend concessions that loosened capital requirements when the pandemic struck....
...“I can’t imagine a complete V-shaped recovery, and it will be more like going back and forth at the bottom of a U-shaped recovery,” Mr Kakiuchi said....
...“Comparing this with the Lehman crisis, this time customers are not spending any money, and a V-shaped recovery will be difficult....
...Traders in Tokyo and Shanghai said both sharp, V-shaped moves bore the fingerprints of buying by government institutions seeking to lift markets that have been plunged into turmoil this week....
...In Japan, the Jibun Bank PMI fell to 44.8 in March, down from 47.8 in February....
...Stores such as Primark and John Lewis are reopening in England. Social distancing and heaps of redundant stock mean profitability remains a long way off....
...A strong retail performance is building hopes for a V-shaped economic recovery but exporters are still suffering, she writes....
...The bank fears it could be faced with $11bn of bad loans this year alone....
...David G Blanchflower Bruce V Rauner Professor of Economics, Dartmouth College; Professor of Economics....
...Sit back, relax and enjoy the first day of the V-shaped recovery. ... Which is not to suggest that - ... Neverthele - ... Yet let’s not overlook the fact tha - ... If you’ll just let me fini - ......
...The country’s former central bank chief is also among the growing list of dissenters and has openly called for coronabonds....
...“The central bank and finance ministry are offering banks’ discounted government loans to lower financing costs for SMEs,” he says....
...Liar’s Poker , by Michael Lewis, author of The Big Short (NJT). When Genius Failed: The Rise and Fall of Long-Term Capital Management, by Roger Lowenstein (Trooper707)....
...Conversely a rapid recovery could see earnings recover faster than we expect.. 2:00pm GMT - Clyde Lewis of Peel Hunt has some v. interesting scenario work on the UK housebuilders: So for the base case...
...Mr Lewis says the capabilities of legal analytics are rapidly evolving....
...Economists Hélène Rey and Simon Wren-Lewis have both separately asked me: “What about macroprudential bank regulation?”...
...Robert Thomson, Robert Peston, James Harding and Will Lewis — all FT alumni — took top jobs in the US and the BBC....
.... ————————– Japan 1980s v China now1....
...Reporting by Sarah Gordon, Leo Lewis, Kana Inagaki, Peter Campbell, Guy Chazan, Stefan Wagstyl and David Bond...
...Crisis at Goldmans: John Gapper looks at the fall in bond trading revenues at Goldman Sachs, concluding that the bank is facing an identity crisis....
...(FT) Apple v WeChat The biggest rival to Apple’s flagship smartphone in China is a messaging app that allows users to pay for food, hail cabs, stream video and more....
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