Hints and tips:
...We are a bit surprised by all this; we did not hear anything in Powell’s comments that signalled a fundamental change in Fed posture. What is going on, then?...
...Lucy Powell, shadow leader of the House of Commons, is discussing with each policy team whether their main proposals need legislation and, if so, how urgently they would need to be prioritised....
...This is just a coincidence, though if Jay Powell brings inflation all the way back to 2 per cent without causing a recession there may be talk of canonisation....
...“We have growing confidence,” noted HSBC, quoting Fed chair Jay Powell’s remarks at a January meeting....
...Tech stocks apparently just needed the combination therapy of job cuts and Jay Powell....
...Most commentators attribute the recent bond and equity rally, for example, to October’s lower than expected inflation numbers and, before that, Powell’s apparently dovish speech on November 1, when the FOMC...
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...The question is how intentional do you want to be,” Powell said....
...The investment manager’s US subsidiary, Abrdn Inc, also struck a deal with Tekla Capital Management to acquire four US-listed healthcare and biotech trusts, with $3bn of assets....
...The tight labour market is moderating equity in housing markets. So given all that, we do expect moderation in home improvement demand” this year, Decker said....
...However you measure it, something like half of Japan Inc trades under 1 p/b....
...And you can buy a bit of Global Capitalism, Inc if you buy a low-cost global equity index tracker....
...Former Alphavillain Jamie Powell explored the company’s valuation in late 2021, as season 3 unravelled....
...“Everyone was getting comfortable in August again but unfortunately Jackson Hole happened and then everything went haywire,” the banker added, alluding to Federal Reserve chair Jay Powell’s remarks in Jackson...
...However, top executives at Capital One, Huntington Bancshares and Fifth Third Bancorp struck an optimistic tone at an industry conference last week....
Ssshhh, revenue estimates are telling us something.
...A large number of advancers is usually seen as a sign of wider confidence in equities. While the inverse, a bearish sign. Simple enough....
...That sounds like a reasonable expectation to have after Fed Chair Jay Powell doubled down on his hawkish tone at Jackson Hole last week....
...After all, the reborn Hertz has a market capitalisation of almost $12bn, or $21bn if you include debt, so this one order represents a third of its entire equity value....
...Thematic ETFs offer a way to invest in “the secular, disruptive, long-term trends that are set to define the future of the global economy”, explains Rob Powell, head of thematic and sector product strategy...
...of Blackstone, said earlier this week that “the market trading off and the average Nasdaq stock being down over 40 per cent [from last year’s all-time high] could create opportunities” for the private equity...
...Because Peloton just put out this statement: NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Peloton Interactive, Inc....
...When discussing allegedly expensive US tech stocks, it’s important to take a step back and think about why some equities are priced at double digit multiples of sales. Say you have $1 now....
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
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