Hints and tips:
...“The recovery in 2021 has been quite good and I’m confident for 2022.”...
...Mike Lewis, head of US equities cash trading at Barclays, said that while he expected the drop in the stock market to be shortlived, investors were no longer baking in a powerful V-shaped recovery....
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...It is not clear, said miner Rio Tinto on Wednesday, whether the recovery will be “L-shaped or V-shaped”. That depends on the ability of people to return to work and the shape of government stimuli....
...[T]he impact of the lockdown followed by a V-shaped recovery [suggests] European profit could contract by between 14% and 35% in 2020 depending on the length of the lockdown....
...Appearing via video link from a locked down Madrid, Ms Botin said those estimates were based on a “V-shaped” recession — a sharp shock followed by a rapid recovery, but stressed this was only one possible...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...Corporate tax cuts that went into effect this year and a strengthening US economic recovery are a hefty tailwind for smaller companies, in contrast to the outlook for multinationals, which is clouded by...
...Even Ben Inker, head of asset allocation at GMO — the Boston asset manager famous for refusing to buy internet stocks in the late 1990s dotcom boom and calling an asset bubble ahead of the 2008 crisis, has...
...“But with the bad news out for now, it would be easier to aim for a V-shaped recovery.” Despite the writedown, Toshiba maintained there was no change to the potential of its nuclear business....
...So was declining margins, as wages started a slight recovery. Both earnings and margins tend to by cyclical, implying both could have further to fall....
...He points to the attraction of strong dividends from blue chip companies, especially in the US, a view supported by asset managers such as Goldman Sachs and Russell Investments, which plan to roll out US...
..., a W recovery, a V recovery, a W-W recovery or will recover....
...At one point the debate was between a V (a sharp recovery after a sharp fall) and a U (a slower recovery with a longer time spent at the bottom)....
...The next ugly leg of the bear market begins as we get into the July through September ‘tipping zone’, driven by the failure of the data to validate the V (shaped recovery) that is now fully priced into markets...
...than a recovery today,” said Alan Ruskin, chief international strategist at RBS Greenwich Capital....
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