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...The investors owned additional tier 1 bonds, or AT1s, a form of bank debt that can be converted into equity or written down when a bank runs into trouble....
...The big banks start reporting on Friday. The news will be good. But perhaps not as good as it should be (see below). Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...It’s an important vote of confidence, and after sinking below $2 during the day, the bank’s shares closed above $3. The tricky thing is that profitability, not capital, is the bank’s biggest problem....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...In a 20-year period that has been lousy for banks generally, JPMorgan has kept up with the S&P 500 and, recently, beaten it....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Email us about anything else: robert.armstrong@ft.com and ethan.wu@ft.com. NYCB gets worse It is a sign of our times that a pretty big US bank is in deep crisis and nobody much cares....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...So I was looking at some stats earlier from Jim Reid at Deutsche Bank, who was pointing out that we’ve had 15 weekly gains in the S&P 500 in the last 17 weeks, and it’s the first time that’s happened since...
...The piece also contains this quite striking chart: More evidence of UK stock unpopularity comes from the monthly Bank of America global fund manager survey....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...Robert ArmstrongEthan, with troubled banks, as with cockroaches, there is never just one....
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