Hints and tips:
...In today’s newsletter: Snowy conference still jammed Morgan Stanley’s shrinking lead Zara billionaire spots a deal Davos.ai Magician David Blaine playing backgammon against top UK public relations man...
...Arrival’s deal with Kensington Capital Acquisition Corp V values the company at $524mn....
...Thomas recalls a prize he won in the ’90s, for which the trophy was a selection of Michael Harding paints, which was presented by Harding....
...Morgan Stanley beat the rush to declare in November that 2022 would be “the year of the stockpicker”....
...michael.mackenzie@ft.com...
...Michael Feroli, an economist at JPMorgan, takes a different view....
...It was a courtesy to Michael Fagan and that whole group of people living that way.”...
...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....
...A V-shaped recovery is on track Mike Wilson, Morgan Stanley’s chief investment officer While 2020 has been an unusual year to say the least, I would argue that financial market behaviour has been quite...
...Our biggest problem was that the V-shaped spring back to recovery did not materialise and that our shipping pipeline became erratic and undependable....
...“I would say that, as a team, we've pretty well discounted a uniform V-shaped recovery. The question is, is it U-shaped, is it W-shaped or parts of it L-shaped?”...
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...In American terms a showdown between those two would be like Eugene v Debs, the turn of the century US socialist battling it out with JP Morgan, the king oligarch of his era (an analogy from David Rothkopf...
...The main target of this week’s debate, Michael Bloomberg, will not be on the ballot, but may be plotting to block a Sanders nomination....
...Jacob Nell, chief UK economist, head of European economics, at Morgan Stanley: No....
...(FT) Boutique investment bank Greenhill & Co has hired Michael Masterson as a head of transportation corporate advisory in New York....
...Michael Lewis heads to Washington in search of Donald Trump and ends up watching the State of the Union speech with Steve Bannon....
...CDL v Millennium hotels: Singapore stand-off A simple question sits at the heart of a battle between one of Singapore’s richest men Kwek Leng Beng and a group of investors in UK-listed Millennium & Copthorne...
...(FT) HK v SH The fight to attract IPOs used to play out between Hong Kong and Singapore but now the focus has moved northward....
...Smart reads Dumb pipes v bright lights Is AT&T savvy enough to understand the mischievous world of media?...
...Here's a brief history of the company from DD's Javier Espinoza and Michael Pooler's profile in today's FT....
...We don’t mean Citigroup or Morgan Stanley or BlackRock getting to choose who runs the economy in this country so they can capture our government. No,” she said....
...The number of financial services vacancies fell sharply in March, according to Morgan McKinley, and there was a slowdown in permanent hiring as employers adopt a “wait and see” attitude....
International Edition