Hints and tips:
...It should be $mn, unless you are seeing single-digit labels on the Y-axis, in which case it should be $bn.]...
...Apply that system to February 2024, UK inflation stats for which will drop next week, and you get: (4pp [Jan 2024 y-o-y rate] – 1.1pp [February 2023 m-o-m rate]) + ???...
...Is the y-o-10y comparison flattering? We’re not sure, but in our short-term focused business culture, at least they’re comfortable talking about the future....
...What’s going on with the Y-axis though? We’d ask, but Louis is probably watching Aquaman at 38,000 feet and is too cheap to pay for in-flight wifi. No correct answers this week....
...Before we get into it, engage your favoured extremely American podcast bro voice: Hold up, y’all — what’s a flapjack?...
...Vuitton cotton denim Damier jacket, £2,350 Wales Bonner recycled-fabric tracksuit bottoms, £425, doverstreetmarket.com Chopard ethical white-gold and diamond pendant necklace, £3,030 Palace Cordura Y-rip...
...Moving the above chart’s Y-axis on to a log scale better reveals some interesting long-term hitters: Clearly, the data here is heavily flawed....
...Born in Granada in 1871, Mariano Fortuny y Madrazo moved with his mother to Paris and then to Venice....
...Y-3 wool trousers, €330 Adidas cotton jersey top, €30. Loewe cotton shirt (worn underneath), £725, and denim trousers, £825....
...Alphaville has encountered many a dodgy chart, but finding one that lacks both X and Y labels or values is pretty exceptional....
...Givenchy leather Voyou bag (worn on back), €2,400 Louis Vuitton felted-wool knit mini dress, £1,410, and leather Biface belt, £355....
...The Bank has shown signs of being reactive to issues in the gilt markets already, with last Autumn offering an extremely early and extremely fire-y trial by fire. Their record isn’t perfect, however....
...Charvet silk carré scarf, £240 Féranmi wears Y/Project cotton shirt, £560....
...one of the other recent dynamics that’s been rending of garments and gnashing of teeth in the finance community is why equity volatility is so low despite several recent bank collapses and some recession-y...
...But it’s not a scene-y place – nobody cares about what you’re wearing....
...This is as good a time as any to note that yield on 30-year gilts — which were the bonds at the centre of the LDI crisis, not 2-years — are not quite back at those Truss-y heights: They’re pretty close...
...The effect is a bit kaiju-y. First thing’s first, yes the logo of the National Bank of the Republic of North Macedonia is literally a badly-cropped photo of a coin. We don’t understand either....
...Julie de Libran, a former designer at Prada, Louis Vuitton and Sonia Rykiel, and now creator of her own namesake label, will always be in style....
...The Wall Street Journal has done an interesting vibes-y piece about this here....
...Takfarines wears Louis Vuitton wool gabardine jacket, £3,527, cotton top, £481, and wool gabardine trousers, £1,152. JM Weston leather Derby shoes (just seen), £762....
...Louis Vuitton cotton denim trousers, £1,500. Manolo Blahnik leather Tarquinio shoes, £725....
...Zach St Louis is our contributing producer and VIP of this episode. Our sound engineers for this episode are Sam Giovinco and Simon Panayi, with original music by Metaphor Music....
...In 1841, Louis Philippe ordered it to be attached to the Rive Droite and it has remained so ever since....
...leather Fumo basket, £2,180 Jacquie Aiche gold, diamond and turquoise ring, £8,400, matchesfashion.com Knwls silk-mix Scallop blouse, £485 Vintage 1980s metal-framed lounge chair, €2,800, 1stdibs.com Y/...
...But anyway, I get super Oprah-y sounding when I talk about design. I really don’t mean to, but it’s inevitable. Yeah....
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