Hints and tips:
...Hedge fund drama on the high seas I twisted the arm of my excellent colleague Costas Mourselas into boiling down the intriguing story he did last week with Robert Wright, about two things that never seem...
...The S&P 500 is not yet quite as expensive as it was in the zero-rate, fiscal bonanza, everyone-has-loads-of-cash glory days of 2021. But it is getting closer....
...And sometimes this turns into a bonanza. There was a heart failure drug that Pfizer was working on that was going OK, but they discovered it had this interesting side effect....
...And finally Kick off dry martini January in style with my colleague Robert Armstrong’s guide to the best martinis in Manhattan. My personal favourite is Bemelmans Bar at The Carlyle....
...Yes, this is down from the job bonanza of the post-pandemic recovery, but 200,000 would be a good month in the pre-pandemic era....
...Founded by former Virgin Media executives Eamonn O’Hare and Robert Samuelson, Zegona has played a role in overhauling the Spanish telecoms market, helping facilitate the sale of Spain’s Euskaltel to its...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Investing in retail Bed Bath & Beyond declared bankruptcy over the weekend, and it plans to shut down all of its stores. The news was expected....
...Now read these Robert Habeck: How Russia’s invasion of Ukraine called into question everything the German Green stood for. A must-read profile by Guy Chazan....
...This would be a bonanza for potential front runners, but the vast majority of CTA managers are not that stupid....
...“Banks will miss a bonanza,” Kirk argues. “Moral high grounds invariably crumble.” Kirk’s argument is sound. But I humbly posit a different viewpoint....
...john.plender@ft.com Letter in response to this comment: Inflation string theory / From Robert Oser, Castlecrag, NSW, Australia...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Retailer results, the US consumer, and the Fed Target is a very big retailer....
...But the big story will remain how companies wean themselves off government largesse, which has been an absolute bonanza. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...online fashion retailer Zalando is betting the current slump in internet shopping is just a blip and it can avoid the kind of mass job cuts being undertaken by rivals, co-founder and co-chief executive Robert...
...The May bonanza brings total local issuance for the year to more than Rmb5tn, the SCMP reports. Some Rmb3.4tn of this is special purpose bonds, which funds infrastructure....
...Hat tip to the FT’s UK editor-at-large Robert Shrimsley for “recovering” these emails....
...Chief UK political commentator Robert Shrimsley says some Tory MPs may believe it is better for the time being to pretend that Hunt, and not Truss, is in charge and see how far it takes them....
...It wasn’t long until silver from the Sierra Nevadas, one of the largest finds in history, touched off another bonanza....
...As she unveils a supply-side bonanza at home, including tax cuts, low-regulation investment zones and a ‘big bang 2.0’ in the City, global sentiment on the UK remains bearish....
...Analysts have begun to notice that the earnings bonanza (largely driven by margins) might be winding down....
...But if this doesn’t change before the investment banking bonanza ends, or short-term rates rise, big bank revenue is going to slow down fast....
...“In some instances, it will be more evident that some banks will have more excess capital than others and the market will make a knee-jerk reaction,” said David George, senior research analyst at Robert...
Spanish group has amassed a vast mast empire but faces growing debt and competition
...Chart du jour: LNG bonanza Europe has the infrastructure to regasify 170 bcm of LNG but most spare capacity is on the Iberian peninsula, which does not have sufficient pipelines to move supplies further...
...Mitch McConnell, the Senate’s top Republican, called it a “bonanza for blue-state millionaires and billionaires”....
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