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...Homebuilders Lennar and DR Horton rose by more than 2 per cent, reflecting optimism that a continued decline in inflation will bring about looser monetary policy....
...TL;DR: The size of funds that directly affect the Vix calculation is too modest, and if they were to blame you’d see a very different pattern in options prices. So what is to blame?...
...Earnings: Keurig Dr Pepper, Moderna and mining group Teck will release earnings before the bell. Booking Holdings, Block, and Intuit will report earnings after the market closes....
...Tl;dr: the country is indeed among the best recent performers in the eurozone, but it has also become the poorest....
...Nvidia was worth just over $10bn, less than Dr Pepper, Clorox and Tiffany’s....
...The S&P 500 was up 0.3 per cent....
...Communications Q1 Tuesday Bank of England chief economist Huw Pill speaks at the London campus of the University of Chicago, Booth School of Business EU, France, Germany, India, Italy, Japan, UK, US: S&P...
...Results: Keurig Dr Pepper, Moderna and mining group Teck will release earnings results before the market opens. Booking Holdings, Block, and Intuit report after the market closes....
...LVMH is forecast to make a 35 per cent ebitda margin this year, according to S&P Capital IQ. Birkenstock achieved that in the year to September 2022, albeit on an adjusted basis....
...Q2, Texas Instruments Q4, United Airlines Q4, Verizon Communications Q4 Wednesday Canada: Bank of Canada interest rate announcement Germany: Buba monthly report EU, France, Germany, Japan, UK, US: S&P...
...Hans Henri P Kluge, WHO Europe regional director, welcomed the UK’s work on monitoring the measles resurgence and identifying low vaccination weak points....
...Shares in DR Horton, Lennar and NVR, which Berkshire disclosed it owned this week, have risen about a third apiece this year, far outpacing the S&P 500 stock index....
...S&P Global issues EU and UK manufacturing purchasing managers’ index data. Nationwide’s house price survey is released in the UK....
...Compare that with the S&P 500’s 17 per cent rise. Valuations, too, are relatively pricey. Lennar trades on 12 times forward earnings and DR Horton at 11 times — both the highest since autumn 2020....
...It’s taking longer than that: Unhedged is taking Monday off, to contemplate this and other mysteries (and to celebrate Dr King’s legacy). See you Tuesday....
...Ingka Group FY, Pennon HY, Prosus HY Thursday Delayed Opec+ meeting to be held online Eurozone, France: November CPI and HICP inflation rate data Canada: Q3 GDP figures India: Q2 GDP figures Results: Dr...
...Data visualisation by Steven Bernard and Liz Faunce Letters in response to this article:Mining veteran reflects on the state of the industry / From Chris Hinde, Former Director (Mining), S&P Global Market...
...Tl;dr they argue that vol is “artificially low” primarily because of option dynamics and the procyclical nature of volatility-targeting investment strategies....
...isn’t a shout-out to Dr Pepper’s soft drink rival....
...You can read the full paper here, and for a TL;DR, Bouchaud’s Substack lists some key conclusions. Here are some of the most interesting takeaways I found: 1) Central Banks are… important? Who knew?...
...For the poet Rhina P Espaillat, learning English was a furtive pleasure. Born in the Dominican Republic in 1932, she grew up in New York after her family was exiled by the dictator Trujillo’s regime....
...Birkenstock’s shares kept on falling yesterday, and we are starting to wonder if the shoe business is all it’s cracked up to be (see Dr Martens, Crocs and Nike’s recent performance)....
...Pulte has been one of the best- performing stocks in the S&P 500. Never pick stocks, even in a stupid stockpicking contest, on the basis of superficial research....
...“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....
...In 1996 the Harvard political scientist Samuel P Huntington made a prescient case for conflict between civilisations as the defining feature of a new era, arguing that the most important distinctions between...
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