Hints and tips:
...Here’s more on the regions driving a nascent recovery in the M&A market....
...But as Richmond Fed president Thomas Barkin told CNBC yesterday: I’m sceptical that price setters at this point are going back to pre-Covid . . ....
...I’m going to lay out as simply and briefly as possible the progress made so far and the challenges to come across the world....
...And finally I’m in Los Angeles this week for the Milken Institute Global Conference — hit me up if you’re here....
...And here’s what else I’m keeping tabs on today: Federal Reserve: Governor Christopher Waller will deliver remarks about the economic outlook before the Economic Club of New York....
...And you’ve got people like Waller talking about cuts within three, four, five months. Katie MartinAnd Waller is not one of your kind of, eh, cut it kind of guys, right?...
...“I’m not yet convinced that we’ve extinguished excess inflation....
...Monetary policy: Federal Reserve board governors Christopher Waller and Adriana Kugler speak at public events today....
...Here’s what else I’m keeping tabs on today: Monetary policy: Philip Jefferson, the Federal Reserve’s vice chair, as well as governors Lisa Cook and Christopher Waller speak at public events today....
...Now I’m closing the loop, replying to his reply. Khosrowshahi makes three points and I’m sympathetic to two of them....
...Correction: Earlier this week we misspelt the surname of Christopher Waller, a governor on the board of the Federal Reserve. We apologise for the error....
...And here’s what I’m keeping tabs on today: Davos day three: Argentina’s new president Javier Milei and French president Emmanuel Macron are among the politicians scheduled to speak on the third day of the...
...Here’s what else I’m watching today: Economic data: The US has revised third-quarter gross domestic product figures, and the Federal Reserve publishes its Beige Book of economic trends....
...Here’s what else I’m watching today: Federal Reserve: Board governor Christopher Waller will speak on the economic outlook before an American Enterprise Institute event in Washington....
...I’m not just my mother’s daughter, I’m me now. Possibly because I’m the eldest in the family now. I also have grandchildren....
...“M on K”, my initials. And, increasingly, the monastic tonsure forming on my ageing pate. Real name Mark Kelmanson. Where are you? West Yorkshire, a hat’s throw from Ilkley Moor....
...Here’s what else I’m keeping tabs on today: COP28 summit: The highly anticipated climate conference starts in the United Arab Emirates amid allegations that the host nation used its position to discuss...
...But the story today has changed dramatically because of what the Fed did in December, and because of the [Fed governor] Christopher Waller speech in November....
...And here’s what I’m keeping tabs on today and over the weekend: Economic data: The most closely watched measure of employment in the US economy will be published later today....
...Here’s what else I’m keeping tabs on today and over the weekend: Results: US banks begin their reporting season today with JPMorgan Chase, Citigroup and Wells Fargo set to publish second-quarter results...
...Here’s what else I’m keeping tabs on today: Company results: Tesla, Netflix and Morgan Stanley publish their latest results today....
...“Everyone going up to the Edinburgh Fringe thinks they’re suddenly going to have this Phoebe Waller-Bridge moment,” theatremaker Kat Cory tells me....
...So just the other day, we had some comments from Christopher Waller who is a hawkish member of the Federal Reserve....
...Then I thought, ‘I’m not going to do anything, at all. I’m just going to sit there.’ And people said to me, ‘I saw you change from one person to another.’ But it was absolutely an illusion.”...
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