Hints and tips:
...However, even more interesting (and counter-intuitive) is Rogoff et al’s failure to find a statistical correlation between real rates and fundamental economic trends....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...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....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...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)....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...Hermès, L’Oréal, Dior et al sell an idea of French high-end craftsmanship that derives almost whole cloth from the 17th-century court of Versailles....
...It retells the established adventures of Odin, Thor, Loki et al, alongside brand-new ones set in the present day....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...al)....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...al....
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
...Peynaud’s successors at the University of Bordeaux, currently Marchal et al, produce a detailed report on the growing season every year....
...Citi’s Ben Nabarro has summed up the complex action vs words balance Andrew Bailey et al. will need to strike at a “tight call” meeting....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...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...
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