Hints and tips:
...But otherwise, give me a V-sweet C-suite job any time. As if anyone would....
...By now Heseltine, wearing his trademark blue V-neck under a dark suit, is tucking into his soup....
...Plenty rides on expectations of a forecast V-shaped recovery in corporate profits during the second half of the year....
...stock market and economic fundamentals will not remain disconnected forever”, and he adds: “This time around, the negative catalyst could be economic disappointments relative to expectations for a sharp, ‘V-shaped...
...Casting doubt on the merits of a V-shaped recovery is hardly an earth-shattering view....
...Commodities certainly like the look of this, but the jury remains out on whether there will be a V-shaped recovery....
...And true enough, a V-shaped recovery is expected in earnings over the next four quarters when looking at what analysts expect for the S&P 500....
...michael.mackenzie@ft.com...
...Among the pressing questions from their clients, the shape of the recovery trade ranks highly: “Recovery trades are always V-shaped and led by cyclical stocks....
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...But, as investment editor Michael Mackenzie writes, the vaccine announcement marks a fundamental shift in outlook....
...The Office for Budget Responsibility this month modelled for a scenario with a “V-shaped” recession, with a 35 per cent drop in gross domestic product followed by a sharp rebound....
...Roy Jenkins, Kenneth Clarke, Michael Portillo, David Miliband and George Osborne are just a few political heirs apparent who never clinched the top job....
...Mr Hammond added: “I’m afraid that I think those who are forecasting a V-shaped recovery are probably erring on the side of optimism....
...The upward swing of a “V” dip in growth after a hurricane comes from the rebuilding that puts contractors back to work....
...Michael Bloomberg is clearly FirstFT readers’ favourite....
...Incidentally, I wrote over the weekend about the unexpectedly outsized role Steve Mnuchin, the US Treasury secretary, is suddenly playing....
...This risk is flagged by US Treasury yields sitting at levels that suggest the Fed will cut rates this year, despite a resilient domestic economy. michael.mackenzie@ft.com...
International Edition