Hints and tips:
...US jobs data for August are expected to come in lower than those for July, but remain in expansion territory — reflecting a 20th straight month of growth....
...Wall Street investment groups have recorded unprecedented growth during the pandemic....
...Economists at Oxford Economics expect Congress to eventually pass a $1.2tn programme some time in the first quarter....
...Ken Cheung, chief Asian FX strategist at Mizuho Bank, suggested that “the strong trade figures should help ease PBoC’s [People’s Bank of China] concern over the renminbi’s strength”....
...Andrew Goodwin, chief UK economist, Oxford Economics: Omicron looks set to make Q1 2022 very challenging....
...Those are the charges laid at the door of the private equity industry in a report this week from Oxford university, provocatively titled “An Inconvenient Fact: Private Equity Returns & The Billionaire Factory...
...Sophos and Thoma Bravo hit a pothole There is a good chance that some lycra-clad software developers wandered into the UK headquarters of Sophos in leafy Abingdon (a suburb of Oxford) this morning and wondered...
...The industry has used more and more debt to fuel growth. It is sitting on a record $2.5tn in dry powder that is waiting to be deployed....
...Also, real Treasury yields — a barometer of future economic growth expectations — keep setting new record lows well below zero....
...university plans more 100-year debt in ‘anything goes’ bond market (FT) Loan growth helps Bank of America beat estimates (FT) Michael Moritz backs Turkish grocery start-up (FT) Goldman dumped its entire...
...Emerging markets in particular are heavy dollar borrowers, exposing them to major FX mismatches....
...In recent years, big central banks have seen their ability to influence FX rates fade....
...Oxford said Mr Schwarzman’s donation would enable the university to remain at the forefront of research and teaching, and fund the growth of academic posts and scholarships, including students from disadvantaged...
...But the company, which has ambitions to be the world’s largest hotel chain, has come under fire for a “toxic” culture and questionable growth practices. Sound familiar?...
...Here’s Liberum: A very weak P3 with group sales up 10% but in the UK and US sales actually fell 1% and 2% respectively on a constant FX basis....
...As for the longer-term costs of the trade war, Oxford Economics draws the following conclusions about tariffs and their affect on trade volumes, balances, prices and GDP, highlighted by these charts: Oxford...
...As Oxford Economics notes: “Cooler employment trends, lower income growth prospects, lingering trade uncertainty, and higher gas prices will lead consumers to gently rein in spending....
...According to Oxford Economics, recent sentiment indicators point to renewed economic confidence....
...Oxford Instruments has suspended its dividend. Kier has paused its disposal programme. Alpha FX has warned over client bad debts. EasyJet has grounded its entire fleet....
...Here's her summary of the current state of affairs in Turkey:The government’s reluctance to accept a lower pace of growth, the central bank’s severely dented credibility and the opacity surrounding FX reserve...
...''We need a good global growth story much more and we're not there yet....
...Here's why:A calmer exchange rate means the central bank will not intervene in the FX market as much as we had anticipated, leading to faster growth in the monetary aggregates, which are among the main causal...
...On Wednesday, falling yields that paint an anaemic picture of future growth and inflation expectations is hurting risk appetite....
...(FT) China lowers growth target China has lowered its target for economic growth in 2019 from 6.5 per cent to between 6 and 6.5 per cent, blaming in a rare admission the impact of the trade war with the...
...China’s currency has topped the Rmb6.8 per dollar mark, its weakest level in a year, reflecting slower growth and tighter credit....
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