Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...and inflation go hand in hand Bouchaud et al. find that when people trust an “active” central bank, reining in inflation is the outcome of trust, not interest rates....
...But it takes short-sighted self-interest to a whole new level for Poland et al to threaten to smash apart the mechanisms of the single market and the EU’s common trade policy because of the short-term impact...
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...Saudi Arabia is far from hanging up its jersey Yasir al-Rumayyan has had a busy few seasons....
...The 76,500-tonne M/V Glory, registered in the Marshall Islands, was grounded while joining a southbound convoy near Al-Qantara, according to a shipping agency....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...The evidence we have suggests that as an inflation hedge bitcoin is useless (Smales, 2021), mostly useless (Conlon et al, 2021), randomly worse than useless (Matkovskyy and Jalan, 2020), or consistently...
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
...And generally speaking, they are the stocks that have been hardest hit by the past, probably 12 to 14 months of regulatory crackdown under Xi Jinping, who has been sort of making Alibaba, Tencent et al feel...
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
...However, Bebchuk et al conclude that this throws the ball into the government’s court....
...al...
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