Hints and tips:
...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....
...this stuff than several banks....
...The RICS survey, which was post election, “showed a marked and regionally broad-based improvement in its forward looking questions,” says JP Morgan Cazenove....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Here’s JP Morgan: [Gilead’s] view the leak today includes: (1) inappropriate characterizations of the results (which is further corroborated in a Bloomberg article by a UVA infectious disease expert who...
...In terms of other conclusions to draw from the CFTC data, here's JP Morgan's Flows and Liquidity team on another possible crowded trade: Short duration positions have been a favoured trade among speculative...
...The emotion that has done most to swell the ranks of the populists has been a sense of unfairness — the belief that elites are indifferent to their plight. Mr Trump et al do not have any answers....
...Mowat et. al, Oct 8 2014)....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...We’re late to this but we couldn’t resist sharing a chart from JP Morgan’s latest Global Data Watch, dated January 31....
...If you don’t believe us, well, we have charts… First, from the liquidity and flow tracking team of Nikolaos Panigirtzoglou et al at JP Morgan, comes evidence of the greatness of the rotation: Flows into...
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...Or as JP Morgan puts it graphically: So, in the short term, plenty of room for a pick up in non-central bank bond purchases....
...(Financial Times) EU proposals for Libor et al to be unveiled today: “[B]enchmarks that are deemed to be “critical” would be overseen by a college of national supervisors led by the Paris-based European...
...Or, as Mehrling et al put it in a recent paper, we may be approaching a Bagehot moment: We are living today in a Bagehot moment, when the outlines of the new are just emerging from the ashes of the old....
...Citi’s Tina Fordham et al make the point (with the full note in the usual place) that even if the deposit levy, for insured deposits in paricular, is discarded now, there is a very decent chance that a proportion...
...While Athens burns and Spaniards march, catching all the headlines in the process, Alex White of JP Morgan would seem to have identified the real reason market nerves across Europe are a-jangle once more...
...JP Morgan Chase is expected to submit a plan for a dividend increase and a share buyback, a person familiar with the company’s plans said....
...According to JP Morgan’s Malcolm Barr — who has read the paper so you don’t have to — Stark et al make five proposals: 1....
...“A rally past the first week of May would force us to reconsider this view, as it would suggest a ‘V’ bottom is more likely.”...
...As a former investment banker, Augar tells the story of the disaster in the financial markets. What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...But wait, it gets gloomier, and Baker et al get all bearish – literally: If it sounds as if we are panicking, it is because few managements appear to be....
...AL: I think the ultimate answer to that question is really off the record, because I have never implicated either Jamie Dimon or JP Morgan. I never will. This is a case for the court system....
...Today’s WSJ tells the tale of how the Street dealt with Amaranth after the fund had traded its way into a deep hole – much of it consisting of kicking Maounis et al while they were down....
...to the relocation of industry to China, et al?...
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