Hints and tips:
...As usual, when the downturn finally arrived, the bear market ended with a sell-off in March. Historically, economies frequently experience a V-shaped recovery after a recession....
...In the event of a V-shaped economic recovery, companies could then restock quickly, but in the meantime they would not have to pay full-price warehouse fees, which have climbed because of labour shortages...
...Erik Nielsen at UniCredit warned of “Europe’s biggest peacetime recession in nearly 100 years”....
...Implied S&P 500 volatility surged beyond 25, a level the Vix last frequented in late 2018....
...Erik Nielsen, chief economist at UniCredit, pens a very interesting weekly note and here’s how he describes the UK’s divorce bill: “The lack of clarity imposed by the Brexit vote in 2016 for trade investment...
...Liikanen remains a probable alternative and would also be a good leader for the ECB for many of the same reasons as V. de Galhau....
...And the measure of its health comes from the Nielsen ratings and its tally of how many Americans watch on the night....
...The S&P 500 Media index fell 5.5 per cent in 2015, according to data from Nielsen, the research group....
...Erik Nielsen, group chief economist, UniCredit Significantly as the weaker pound — and higher oil prices — comes through....
...But that shouldn’t detract from the likelihood that longer term the impact of a Trump presidency for the UK as it grapples with Brexit will be negative. David Blanchflower, Bruce V....
...Erik Nielsen, group chief economist, UniCredit I guess immigration will slow significantly in coming years, and that’ll be a clear drag in growth....
...A former credit trader, he holds an MSc from the London School of Economics. Markit now employs more than 3,000 people worldwide. 47....
...asks James Russo, vice-president of global insights at Nielsen. “Because it’s a little indulgence.”...
...Related links: ECB must re-examine its dependence on rating agencies - Erik Nielsen, Goldman Machine-readable sovereign downgrades are here - FT Alphaville When sovereign ratings turn on a dime - FT Alphaville...
...But in the most recent set of trade figures from AC Nielsen, the research group, US spirits growth had slowed to just 1.3 per cent (for the four weeks to February 7)....
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