Hints and tips:
Related Special Reports
...Global demand for refined copper alone is expected to double to about 50mn tonnes annually by 2035, according to forecasts published by S&P Global and Rio Tinto....
...It is one thing to say your rival believes in voodoo economics, as George HW Bush did of Ronald Reagan in 1980. Reagan selected Bush as his running mate....
...Since 1990, missing the 30 best days of the S&P 500 cuts your compound returns in half....
...Even if Trump loses in 2024, it’s hard to envisage that the “America First” party, warning of enemies both within and outside its walls, returns to the Republican party of Ronald Reagan....
...But he lost the general election to Ronald Reagan by a landslide....
...Edwards: That’s right....
...Ronald Temple, chief market strategist at Lazard, said: “A rally driven by seven to 10 stocks is not one most people think can last three years.”...
...It is based on the eponymous book that the Heritage Foundation published before Ronald Reagan took power in 1980. He implemented most of its policies....
...China’s benchmark stock index, the CSI 300, has lost 32 per cent since the start of 2021; America’s S&P 500 has gained 39 per cent in the same period....
...edward.luce@ft.com...
...Ronald Reagan, who challenged Kissinger’s boss, Gerald Ford, for the Republican nomination, accused Kissinger of appeasing the Soviets....
...The MSCI China index is set to finish the year down more than 17 per cent, compared to a rise of more than 24 per cent for the S&P 500 in the US....
....” — Ajay Doshi p notes...
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Which is why this new report from S&P Dow Jones Indices caught FT Alphaville’s eye....
...Ronald Temple, chief market strategist at Lazard, said the distinction reflected more severe inflation problems in the UK, and more vocal intervention by central bankers in the eurozone....
...Ronald Reagan believed the nine most frightening words in the English language were: “I’m from the government, and I’m here to help”....
...Opinion: Trump’s financial difficulties pose risks for America as well as for himself, argues Edward Luce....
...The S&P 500 has started the year up almost 5 per cent, while the Nasdaq 100 is 6 per cent higher since January 1....
...fit for the classic sellside prediction pattern of either “higher, then lower” or “lower, then higher” (with the notable exception being Tom “higher, then even higher” Lee and Albert “lower, then FUBAR” Edwards...
...Large companies with access to bond markets have in effect played the yield curve in reverse, says Société Générale strategist Albert Edwards....
...And on Wall Street, the S&P 500 has hit record highs this year. So what’s going on? Shouldn’t voters love all of this?...
...If it were taken more seriously, Jimmy Carter would be credited for having seeded the Soviet Union’s demise and Ronald Reagan would not have been canonised as a modern saint....
...The lack of access to equity markets “definitely means we have to be more selective around the opportunities we pursue”, said Edward Mountney, fund manager at JLEN, which is listed in London with a market...
...In the latest episode the Swamp Notes podcast, the FT’s Alex Rogers and Edward Luce discuss how money is shaping the 2024 US election. Listen here....
International Edition