Hints and tips:
...However, Rogoff et al argue that while the patterns in short-term rates are noisy, if you look at long-term real rates (that is, nominal rates adjusted for inflation) there is a clear and striking trend....
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...Buonanno et al conclude from a study of their tax returns that purging City Hall of mobsters results in “a significant and sizeable increase of social capital” over the long term....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...I would argue that the actual variable that [Haskel et al] use to model catch-up is not, in my view, sufficient or satisfactory....
...CC Pakistan et al....
...The Treasury had been quick to act when the affair hit the headlines, summoning bank chiefs to discuss the issues, culminating with today’s agreement by the banks to overhaul their handling of account closures...
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
...Peynaud’s successors at the University of Bordeaux, currently Marchal et al, produce a detailed report on the growing season every year....
...being undermined by the leadership of United Arab Emirates oil executive Sultan al-Jaber....
...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....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...US Treasury secretary Janet Yellen warned the government risked running out of money as soon as June 1 as the perennial debate about the debt ceiling rolled round again....
...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....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...guide, Summers et al argue, the next couple of years should come with a nasty jump in unemployment....
...Further reading: The Restructuring Process — Buchheit et al. (2019)Government bonds since Waterloo — Meyer et al. (2021)The aftermath of sovereign debt crises: a narrative approach — Esteves et al. (2021...
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...In “Dwindling rates of fertility test child strategies across the globe” (FT Series, April 21) Federica Cocco et al cite work by demographers and economists for various regions of the world....
...A Federal Reserve Board of Governors paper by Edmund Crawley et al says $2.5tn of Fed balance sheet unwind would approximately equate to a 0.50 percentage point of tightening, or 20 basis points per trillion...
...David Cameron, the former prime minister who earned millions of pounds as a boardroom adviser to the controversial financing firm, told Zahawi via text in 2020 that he had been “v helpful” with Greensill...
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
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