Hints and tips:
...This, as I understand it, is one upshot of the work of people such as Atif Mian, Ludwig Straub and Amir Sufi; and Michael Pettis and Matthew Klein....
...In his latest edition of The Overshoot, Matt Klein points out an important subtlety....
...“Buying a property is now more often a real family project,” said Frank Lösche, a construction financing specialist at Dr Klein, a German mortgage broker....
...Following a series of downgrades over the past year, Credit Suisse’s debt teeters perilously one notch above junk status, as rated by S&P, and two above by Moody’s and Fitch....
...One notable exception: Berkshire Hathaway, which rose 3.4 per cent after Saturday’s earnings, and after Unhedged wrote that Berkshire probably can’t sustainably beat the S&P 500....
...Owen WalkerMichael Klein is incredibly important....
...The day ahead Markets European stocks and futures contracts tracking the blue-chip S&P 500 and Nasdaq rose this morning....
...As Matt Klein put it in Unhedged last year, “In theory, there is enormous potential for Japanese companies to boost shareholder returns by rejiggering their balance sheets.”...
...conclusion on the basis of a data set sent to us by Chris Mowbray and his team at S&P Capital IQ....
...Timo Klein, economist at S&P Global Market Intelligence, said Germany’s outlook had “brightened” in recent weeks, thanks to benign winter weather, which had reduced gas demand, the end of China’s zero-Covid...
..., head of energy pathways at S&P Commodity Insights....
...The right move would probably be to go to Vanguard.com and buy a million bucks worth of the S&P 500 at an expense ratio of just four basis points....
...One good read Matt Klein combs through the oddities in last week’s GDP report over at The Overshoot, making me cringe at my own simplistic read of the numbers....
...The S&P rose 2.3 per cent on the day and the two-year Treasury yield fell 19 basis points, representing almost an entire rate hike falling out of investor expectations....
...“We basically are going from zero energy demand growth in 2022 [in China] to about 3mn b/d equivalent energy demand across the fuels next year,” said Dan Klein at S&P Global Commodity Insights....
...Here are operating margins at the large-cap S&P 500 and the small-cap S&P 600....
...The S&P’s decline in the year to date can therefore be attributed almost entirely to multiple compression as real yields rose....
...CNN already sells ads at higher rates per viewer than Fox News or MSNBC, according to S&P Global Market Intelligence. Licht is betting on his editorial strategy reinforcing that advantage....
...One good read A global economy whistle-stop tour with Matt Klein and Cardiff Garcia....
...(Patrick Temple-West) Smart listen For his New York Times podcast, Ezra Klein has an interesting in-depth discussion with Princeton academic Jesse Jenkins on a multi-trillion-dollar question: “How big...
...Of the five Spac sponsors analysed by the FT, deals done by Klein’s Spacs performed best....
...Companies from Pepsi to McDonald’s to Domino’s to P&G and Target are keeping prices down by resorting to “shrinkflation,” cutting the size of your toilet paper, oatmeal bars, pizza and sodas....
...This is from a note out Wednesday on S&P 500 cash balances and how they might be spent: US capex has surged following the COVID recession, with S&P 500 capex growth now running at ~15% y/y (+20% ex Energy...
...“This is a phenomenon that we’re seeing across pretty much every energy commodity where we’ve had this whipsaw of demand from the pandemic lows,” said Dan Klein, head of future energy pathways at S&P Global...
...Greg Obenshain at Verdad makes the case in a recent note (thanks to Matt Klein for spotting). You might think inflation would eat away at bonds’ fixed payments....
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