Hints and tips:
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
...We assume that C&H could have up to £370m of surplus inventory at peak, with continuity product sold through the rest of the calendar year and some S/S product overwintered until Spring 21....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...But he also asks the question: are cracks rallying because of decisions this quarter by refineries like Sunoco, Valero, et al to take capacity offline, or are cracks rallying in spite of those actions?...
...Freddie Mac and Fannie Mae (on behalf of) suing in NYC and DC: Bassman v. Syron, et. al (FRE) Agnes v....
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