Hints and tips:
...The S&P 500 isn’t at such extremes today....
...It spent more than $43bn on share repurchases between 2013 and 2019, according to data from S&P Global Market Intelligence. It was able to pay for that by cost savings on its aircraft programme....
...Free cash flow, however, reconciles those book accounting accruals of the P&L ledger to capture the real flows of actual dollars coming in and out....
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...That trails a 165 per cent gain by Buffett over the same period and a 211 per cent total return by the S&P....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...P Global/HCOB services purchasing managers’ index (PMI) figures Indonesia: Q4 GDP figures Mexico: Constitution Day holiday....
...So I think I’m a great S&P 500 tracker fund guy....
...As much as 45 per cent of the financial companies in the S&P 500 have no women among their “named executive officers”, those C-suite members important enough to have their pay officially disclosed, according...
...Chairman redux As anti-DEI sentiment sweeps corporate America, thousands of filings reveal that S&P 500 companies are changing to gender-neutral language at a slowing rate, Bloomberg reveals....
...That said, I assert that this chart is actually quite interesting: That is the total return of the S&P 500 sectors since this current rally began in October 2022....
...Eurozone business activity declined at a steeper rate than anticipated this month, according to the flash S&P Global composite purchasing managers’ index, dealing another blow to the region’s struggling...
...The perimeter of the financial junkyard is defined by a rating of BB+ from Fitch and S&P, and Ba1 from Moody’s....
...Blackstone in September became the first private equity group to be included in the S&P 500 index and its rivals Apollo Global and KKR are hoping they are not far behind....
...First, using data provided by the great Howard Silverblatt of S&P Indices, here is a chart of the year-over-year change in dollars spent on buybacks by companies in the S&P 500 index, plotted against the...
...Monday France, Germany, Italy, Japan, UK, US: S&P Global/Cips/HCOB manufacturing and services purchasing managers’ index (PMI) data Germany: monthly retail sales figures Results: Cranswick Q1 trading...
...L-T....
...“We’re in a rough patch right now with the global economic situation,” says Kevin Murphy, principal metals and mining analyst at S&P Global Commodity Insights....
...P Global manufacturing PMI flash data EU, Zew Economic Sentiment Index UK, S&P Global/Cips Services and Manufacturing PMI Flash data UK, CBI Industrial Trends orders Results: Standard Chartered FY; HSBC...
...plain vanilla S&P, which is structurally overweight Big Tech....
...S&P 500 profits, which have shrunk 6 per cent since the peak a year ago, are 34 per cent higher than December 2019....
...Plot the S&P 500 index return against the Nikkei 225 from just before the pandemic....
...And in the outsourcing arena, Capita and Serco are representing....
...These two also had the highest correlation to the S&P 500....
...Monday EU, December retail sales figures Germany, December factory orders UK, S&P Global/Cips construction purchasing managers’ index (PMI) data Results: Activision Blizzard Q4, Anima FY, JFE Holdings...
International Edition