Hints and tips:
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
..., UK, US: S&P Global/HCOB services purchasing managers’ index (PMI) figures Indonesia: Q4 GDP figures Mexico: Constitution Day holiday....
...As Bolgona puts it: From a high level, relative to electing to account for loans at amortised cost, electing the fair value option provides a P&L tailwind during periods of loan growth due to recognising...
...The S&P Global Clean Energy Index, made up of 100 of the biggest such companies, is set for its worst annual performance since 2013....
...Hence we think share price underperformance of wholesale banks such as DBK (4.7x P/E 2024E), BARC (3.9x P/E 2024E), BNP (6.9x P/E 2024E) as well as by some Money Center Banks is overdone....
...Beauty group Garnier, owned by L’Oréal, promised last year to plant a tree each time a bottle of certain skin and haircare products was sold at Asda, the British retailer....
...through the P&L....
...Govan had first seen Lutter’s work in the mid-1990s, when he was the director of Dia Center for the Arts in Manhattan, and was immediately struck by her conceptual framework of inhabiting her camera....
...The immediate effects of the storm have been to knock out more than 3m barrels per day of oil refining capacity, or 16 per cent of the US total, according to S&P Global Platts....
...Regency Centers and Equity One have announced a $15.6bn scrip merger the two companies say will create the largest REIT by equity value in the shopping centre index....
...Spencer Stuart, the headhunting group, says only a tenth of new chief executives at S&P 500 companies were appointed from another company last year, the lowest level since 2004....
...Village Vanguard, 178 7th Avenue South, villagevanguard.com Jazz Standard, 116 East 27th Street, jazzstandard.com Minton’s, 206 West 118th Street, mintonsharlem.com Dizzy’s Club Coca-Cola, Frederick P...
...AMC Entertainment, Netflix, Lennar and Regency Centers were set to sell $1.6bn worth of junk bonds by the end of Tuesday....
...Since hitting a record high at the start of August, the S&P 500 has lost 2.9 per cent, denting sentiment globally....
...economics articles (Falkenblog) OVERNIGHT MARKETS: MIXED Asian markets Nikkei 225 up +290.53 (+2.79%) at 10,686 Topix up +28.53 (+3.32%) at 888.33 Hang Seng down -139.96 (-0.60%) at 23,259 US markets S&P...
...P. (13.644%)....
...At J.P. Morgan, Whale & Co. Go: Three London-based employees at the center of J.P....
...He is also a Daniel P Paduano fellow of business ethics at NYU Stern and co-director of the Center for Digital Economy Research at the school....
...Mikulski Senator Benjamin L. Cardin Senator Scott P. Brown Senator Carl Levin Senator Debbie Stabenow Senator Amy Klobuchar Senator Al Franken Senator Thad Cochran Senator Roger F....
...The total effect of the bank’s ‘P&L reversal’ techniques in 2008 was far higher — some £1.7bn according to its annual report for that year....
...Ragtime, by contrast, with music by Stephen Flaherty, lyrics by Lynn Ahrens and book by Terrence McNally (based on E.L....
...Will the institutions we work for or invest in suddenly implode, like Bear Stearns or Enron or Lehman Brothers or Bernard L. Madoff Securities? When will the next crisis hit, and who will it hurt?...
...TB: For speculative values, short; for a long-term viable business center to operate: long. FT: Arnold Schwarzenegger? TB: He’s a fantastic guy; I’m long Arnold, no matter what happens....
...Donald P Jacobs is dean emeritus, Kellogg School of Management, Northwestern University...
...PERSHING SQUARE CAPITAL MANAGEMENT, L.P. Respectfully submitted, William A. Ackman...
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