Hints and tips:
...America and Germany, helped the Liberals towards their landslide victory....
...They don’t have the resources, esprit de corps or a history to look back on.”...
...America....
...In the aftermath of the riot, some of Rupert Murdoch’s allies begged him to do something. Preston Padden, a former aide, emailed him asking for a “course correction”....
...Another week, another wave of transatlantic sniping around America’s Inflation Reduction Act....
...The depth of the reversal, which the company says is caused by a temporary inventory correction, shocked Wall Street in January, when Intel warned its revenue would tumble 40 per cent in the first three...
...Arrival is merging with Kensington Capital Acquisition Corp V, paying a huge premium in order to add $300mn to its balance sheet. It is a desperate move that is unlikely to trigger a Spac revival....
...This week, the base, which is the headquarters of the US Army’s V Corps, was renamed Camp Kościuszko after the Polish revolutionary who crossed the Atlantic to fight the British (gee, thanks Thaddeus)....
...One scoop to start: Wall Street lenders led by Citigroup and Bank of America could end up shelving a closely followed bond and loan deal to fund Apollo Global Management’s takeover of auto-parts maker Tenneco...
...A month before, Taiwan Semiconductor Manufacturing Company said it was expecting an inventory correction that would last until late next year....
...Other independent lenders, including Sprout Mortgage and First Guaranty Mortgage Corp, have gone out of business....
...Some think this type of course correction is necessary in a sector where valuations have soared....
...for the Army, Air Force and US Marine Corps....
...FURTHER READING: Complaint, Orlando Police Pension Fund v....
...Andrew Edgecliffe-Johnson Well, one of the hot topics in the US right now is the Supreme Court’s recent decision to overturn Roe v Wade, the abortion ruling that had held for about 50 years....
...It’s that their whole legal philosophy derived from opposition to the expansion of civil rights in the mid-century in America....
...You cited Mancur Olson in the last note....
...The strong oil price recovery is a probable reason why “fewer individuals view ESG as a source of excess returns as did last year”, Bank of America said....
...According to a survey of fund managers from Bank of America this month, just 10 per cent expected a V-shaped recovery, while 75 per cent anticipated a U- or W-shaped one....
...UK supermarkets are having to increase wages to combat staff shortages in what one union has called a “market correction”....
...[MUSIC PLAYING] Marc FilippinoLatin America’s largest economy has lost steam and is now in a technical correction....
...Shares of Bank of America have slid 15 per cent from their recent peak, while Citigroup is off 19 per cent....
...Here they are: Short: Comerica Incorporated Short: Cenovus Energy Short: Infineon Technologies Short: News Corp Short: GameStop Comerica is probably the most rate-sensitive bank in America, as the...
...When the Iran-Contra story finally broke late in 1986, Powell had been in Germany for less than six months, now with three stars and in command of the 75,000 strong V corps, having skipped the normal intermediary...
...As always you can reach me at sid.v@ft.com. Thanks for reading....
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