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FT Alphaville
FTAV’s further reading
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
April 28, 2023
FT MagazineSimon Kuper
The Disneyfication of the national brand
...Hermès, L’Oréal, Dior et al sell an idea of French high-end craftsmanship that derives almost whole cloth from the 17th-century court of Versailles....
October 12, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Magazine
Palm Beach waits for the return of Donald Trump
...“Great for Al, bad for America,” says a woman near me, swigging back the dregs of her beer. Al, who is sitting across the table, has put money on the Chiefs and is looking smug....
February 29, 2024
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
September 11, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
February 1, 2023
European banks
A Suisse twist
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
March 15, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UnhedgedRobert Armstrong
First Republic’s dilemma Premium content
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
April 26, 2023
FT Alphaville
LFS labour’s lost
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
May 19, 2023
FT Alphaville
Can a rest be as good as a change for the Bank of England?
...Citi’s Ben Nabarro has summed up the complex action vs words balance Andrew Bailey et al. will need to strike at a “tight call” meeting....
March 17, 2023
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
April 28, 2023
UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
Europe
Europe’s wrong-type-of-inflation problem
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
July 27, 2022
Newsletter
Aviva’s Amanda Blanc: from mining heartland to heart of capitalism
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 30, 2022
Energy Source
The new paradox in the energy market Premium content
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 2021
Scoreboard
Scoreboard: Boris Johnson plunges British sport into crisis with stadium closures Premium content
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
September 26, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Equities
Markets Now - Thursday 10th September
...al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
Equities
Markets Now - Friday 17th April 2020
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
April 17, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Friday 24th April 2020
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
April 24, 2020
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020
Equities
Markets Now - Wednesday 5th August 2020
...al, with just $9bn on legacy oil and gas....
August 5, 2020
Equities
Markets not live, Thursday 16th January 2020
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
January 16, 2020

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