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Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Transcript
Transcript: Learning to love the boom
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
March 5, 2024
Summer Books 2023
Best summer books of 2023: Critics’ picks
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
June 23, 2023
FT Alphaville
LFS labour’s lost
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
May 19, 2023
On Wall StreetWilliam Cohan
Wall Street’s big shift raises case for a new regulatory stance
...Letter in response to this article: Don’t use bank crisis as stalking horse to regulate credit funds / From Bryan Corbett, President and Chief Executive, Managed Funds Association, Washington, DC, US...
March 25, 2023
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
European banks
A Suisse twist
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
March 15, 2023
News in-depthMiddle Eastern politics & society
‘The police and military can’t be everywhere’: Israelis wrangle over easing gun controls
...“At any time the police can view us as a threat and gun us down. And now [Ben-Gvir] wants to extend this to private citizens.”...
May 14, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London time today. Check back here for details and reaction....
May 3, 2023
Transcript
Tracking the mysterious rise of a UAE company
...Just to name a few: he’s the country’s national security adviser; he chairs a state investment vehicle and the UAE’s biggest bank; and then, of course, there’s IHC....
March 8, 2023
Trade Secrets
Governments are facing a stormy world economy alone Premium content
...al) wouldn’t bring globalisation to a halt....
October 17, 2022
UnhedgedEthan Wu
Gary Gensler’s big dreams Premium content
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
July 25, 2022
UnhedgedRobert Armstrong
Bank stocks as bellwethers Premium content
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
September 24, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Scoreboard
How to buy Champions League success Premium content
...Event numbers grew from only 51 in 2014 to 1,828 in 2019, according to the Chinese Athletics Association, overtaking the US as the largest national market for races....
May 29, 2021
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
Scoreboard
Scoreboard: Boris Johnson plunges British sport into crisis with stadium closures Premium content
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
September 26, 2020
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Trade Secrets
The pandemic crisis that’s going to waste Premium content
...The initiative from New Zealand et al has not reached critical mass: the big trading economies have not signed on....
November 16, 2020
FT Swamp Notes
Wall Street is having a good plague Premium content
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
May 15, 2020
FT Wealth
Germany’s reclusive rich edge into the limelight
...It is against this background that Hopp et al have raised their heads above the parapet....
September 6, 2020
LombardKate Burgess
Sunak is on the money in refusing airlines carte blanche
...IAG, easyJet, Ryanair et al are no Flybes. But the International Air Transport Association has declared that without state aid, Europe’s airlines could be bust by May....
March 25, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Thursday 10th September
...al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020

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