Hints and tips:
...“This is not about Japanese-ness — this is the art of everybody,” says Yuko Kikuchi, head of academic programmes at the V&A, who worked with Inglesby on the exhibition and contributed a chapter to its accompanying...
...V, and to those who added a storey and the stair tower in the early 17th century....
...The argument is persuasive enough that she has already helped convince high-profile names such as MacKenzie Scott and Tsitsi Masiyiwa to move toward group giving....
...(SEC filing h/t Bloomberg $) — Former Alphavillain Kate Mackenzie writes on climate diplomacy and finance for Phenomenal World. — Petrodollars: Where are the surpluses? Part 1 (Exante Data, $)...
...Ark expects a V-shaped economic recovery. Wood said there was still a lot of cash on the sidelines, valuations were more reasonable and there was a strong profit recovery coming this year....
...Plenty rides on expectations of a forecast V-shaped recovery in corporate profits during the second half of the year....
...At this juncture of the pandemic, market debate leans more towards a slow recovery, dubbed a U or a W, rather than a V-shape rebound....
...manager believes that hefty global fiscal stimulus in the region of 10 per cent of the world economy, “will help earnings to recover quicker than market and analyst expectations and will reinforce the V-shaped...
...michael.mackenzie@ft.com...
...Commodities certainly like the look of this, but the jury remains out on whether there will be a V-shaped recovery....
...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...
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...Even though China has done a good job in getting the supply and production side of the economy back to normal, the expected continued weakness in domestic and global demand are dimming expectations for a V-shaped...
...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....
...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....
...Casting doubt on the merits of a V-shaped recovery is hardly an earth-shattering view....
...This graphic from Société Générale highlights the divergence between factors and the less than comforting V-shaped outlook for earnings over the next 24 months: Andrew Lapthorne at SocGen notes: “Time...
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...The path of jobless claims in the coming weeks, alongside other economic indicators and, of course, earnings guidance from companies, will illuminate whether a U or a V-shaped recovery awaits....
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...“The recession still looks like a U, not a V,” said David Kelly, chief global strategist at JPMorgan Funds....
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