Hints and tips:
...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....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
...Guyana was a champion of climate action until Exxon discovered oil. (NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
...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....
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
...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....
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...et al, with just $9bn on legacy oil and gas....
...Awkward, then, that some of those who jumped or were pushed out (investment banker Mark Taylor, analyst Adam Lawson et al) ended up at N+1 Singer....
...This is exactly what Chattopadhyay et al found....
...Coibion et al think official forecasters — the CBO is not alone — are making the same mistake as in the 1990s....
...The problem with a hunt for yield strategy for Porter et al is that it has been unsuccessful over the past 2.5yrs, as judged with Bunds as their starting point....
...The gap has also been widening, rising by 2.34 years for men and 2.91 years for women since 2001 (source: Chetty et al 2016) – with deaths by suicides, substance abuse, and drug overdoses rising for certain...
...Here’s the Fed’s recent hike in context, courtesy of BofAML’s Hartnett et al....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...The following table, from a recent paper by Larry Summers et al, makes us suspicious: In 2012, the Fed bought significantly less duration than was issued by the US Treasury (2.5 per cent of GDP vs 3.8),...
...For instance it means that Kyle Bass et al may have to wait a long time for Japan to crack: Japan’s general government deficit is close to 8% of GDP, with a debt-to-GDP ratio above 230%, pointing toward...
...Efforts to ease policy are running into the wider message from Li et al that there will be no “large scale short term stimulus”....
...Presumably not the kind of feedback Xi et al want at their away-days....
...Here are charts of Green et al’s favoured indicators suggesting that this economy won’t be powering back to 8 per cent levels of growth: What went wrong?...
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
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