Hints and tips:
...“While global growth has generally held up better than we had anticipated at the start of 2023, that can’t be said for the eurozone,” said Mike Riddell, a bond portfolio manager at Allianz Global Investors...
...People within the bank say it’s the departure of Jim Esposito, a longtime Solomon lieutenant and veteran of the bank, that has upset the balance inside Goldman....
...“The narrative that’s taken over is a fiscal story,” said Mike Riddell, a fixed-income portfolio manager at Allianz Global Investors. “Budget deficits are likely to be bigger than previously expected....
...“It’s crazy volatile at the moment because liquidity is pretty rubbish,” said Mike Riddell, a bond portfolio manager at Allianz Global Investors....
...One is Keith Kellogg — a retired three-star US Army lieutenant general and a veteran of the NSC in the Trump White House....
...Goldman’s Jim Esposito, one of Solomon’s top lieutenants and co-head of investment banking and trading, announced on Monday that he is leaving the Wall Street bank after nearly 30 years....
...“[He] is in a league of his own given the sheer magnitude of stock that he owns,” said Mike Mayo, a banking sector analyst at Wells Fargo....
...The new unit will be co-led by the teams’ existing leaders: UBS’s James Arnold in London and CS’s Rick Faery in New York....
...Mike Volpi, a prominent San Francisco-based investor at Index Ventures, will step back in his role at the group and would not be an active partner in future funds, people familiar with the matter tell DD...
...As Chris Giles, Colby Smith, and Martin Arnold write, global central banks are entering a new phase in their battle with inflation....
...His closest lieutenants are also past the age when most people retire: Grauer is 77 and Secunda is 68....
...The second, Eddy Arnold and Cindy Walker’s “You Don’t Know Me”, showcases Allen’s warm heart on the ballad of the set....
...Johnson bested Wisconsin lieutenant-governor Mandela Barnes in a tight race, 50.5 per cent to 49.5 per cent....
...You can get the full lowdown in this excellent pair of stories by the FT’s Frankfurt bureau chief Martin Arnold and deputy markets news editor Harriet Clarfelt....
...The former lieutenant-governor of Pennsylvania, Fetterman was previously mayor of Braddock, a small working-class town near Pittsburgh....
...“You can tell things are getting bad because people are starting to publish papers on Italian solvency again,” said Mike Riddell, a bond fund manager at Allianz Global Investors....
...Mike Hodges, partner at accounting firm Saffery Champness, said that this “pre-pre-filing discussion” might make “the conversation itself a little stilted”....
...That compared with incumbent Republican governor Mike DeWine, who has previously criticised Trump and won re-election by more than 25 points....
...We may be wrong, we may get a soft landing and we’ll staff up again,” said 53-year-old Waldron, an important lieutenant of Solomon since he took the top job in 2018....
...Meanwhile, Democrats’ hopes of maintaining control of the Senate were boosted after John Fetterman, the lieutenant-governor of Pennsylvania, narrowly defeated Donald Trump-backed celebrity physician Mehmet...
...It’s still unclear whether Arnault is leaning towards a loyal lieutenant outside the family or one of his offspring to inherit the throne someday....
...But on Thursday, Disney chair Susan Arnold issued a statement expressing support for Chapek, who succeeded Bob Iger in February 2020....
...“While not recession-proof, our business has proven to be recession-resilient time and again,” said Arnold Donald, Carnival’s outgoing CEO on an earnings call last week....
...“European Central Bank demand has been so important to the negative-yield story,” said Mike Riddell, a portfolio manager at Allianz Global Investors....
...Potential witnesses include Mike Pence, the former vice-president, who refused to bow to Trump’s pressure to overturn certification of Joe Biden’s victory....
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