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...Like most of today’s trumpeters of note, the influence of Miles Davis is strong — it was Harrold’s trumpet that graced Don Cheadle’s biopic Miles Ahead....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...“It’s all one way,” said Joe Davis, global head of the investment strategy group at Vanguard. “I worry about that. I worry when the market seems to be fully pricing in one scenario, good or bad.”...
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
...The 20-year average growth rate for earnings is about 10 per cent (according to S&P Indices)....
...The closely followed SPDR S&P Biotech ETF tumbled almost two-thirds from its 2021 high, weighed down by rising interest rates and a backlash to pandemic-era over-optimism about new drugs....
...From Ned Davis Research: is a 7 per cent 10-year Treasury possible? Katie MartinWhat?...
...Including dollar and rupee-denominated bonds, plus a financing facility from Howard Marks’ Oaktree Capital Management, Vedanta has to pay back close to $6.2bn in the next 18 months, said Lakshmanan R, senior...
...South Pole has appointed Daniel Klier as chief executive of the climate consultancy, succeeding interim chief John Davis. Klier currently heads ESG Book, a sustainability data platform....
...Global construction PMI data Results: Alfa-Laval Q4, Amgen Q4, BP Q4, Eli Lilly Q4, Ford Q4, H&R Block Q2, Gartner Q4, Infineon Technologies Q1, Linde Q4, Mitsubishi Q3, Nintendo Q3, Omnicom Q4, Prudential...
...Pre-salt production rose from 41,000 b/d in 2010 to 2.3mn last year, fuelling record annual profits of R$188bn (US$39bn) and dividends of R$216bn at the company....
...Interest expenses for the S&P 600, another small-cap index, hit a record high in the latest batch of second-quarter earnings, according to data compiled by Ned Davis Research....
...The Nasdaq Composite index of techy stocks jumped nearly 40 per cent in the year, 20 percentage points more than on the US benchmark S&P 500....
...This means that the S&P 500 relies to an even greater extent on hope rather than fundamentals....
...China’s pharma researchers do a lot of R&D of their own, but do not seem to produce many blockbusters....
...Heathrow FY, HSBC FY, National Australia Bank Q1, NiSource Q4, Nvidia Q4, Rio Tinto FY, Tate & Lyle Q3 trading statement, Wix.com Q4 Thursday Canada, EU, France, Germany, Italy, Japan, UK, US: February S&P...
...The move comes after Washington announced it was deploying a carrier strike group, led by the USS Gerard R Ford aircraft carrier, to the region....
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...On his way out, he chats with Cruz and Davi, gives a kiss to Tiffany, and walks straight past Greene....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
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