Hints and tips:
...in stock markets as global interest rates sharply climbed brought only a minor reprieve, with long/short equity funds falling 13.5 per cent, 6 percentage points less than the decline suffered by the S&P...
...The dollar has climbed 4.7 per cent against a basket of six peer currencies this year, while in the same period Wall Street’s benchmark S&P 500 has added 7 per cent....
...SELL: Hotel Chocolat (HOTC) Cost base efficiencies are yet to have a pronounced impact at the chocolate retailer, writes Mark Robinson....
...The Russell 2000 index has risen 24 per cent since the beginning of 2020, lagging behind the S&P 500’s more than 60 per cent gain over the same period. Read the full story. 4....
...And on Wall Street, the S&P 500 has hit record highs this year. So what’s going on? Shouldn’t voters love all of this?...
...Among companies that have reported (about 40 per cent of the S&P 500), nearly four in five have beat earnings expectations, with an average beat of 7.7 per cent, compared with a one-year average of 4.4 per...
...The S&P 500 ended the day up around 1 per cent. [MUSIC PLAYING] Some people are now allowed to cross the border from Gaza into Egypt....
...Women were outnumbered five to one in the 533 most senior leadership positions in S&P 100 businesses in 2023, with only 17 black women on that list, according to USA Today in March....
...“Simply stated, we’re in a freight recession,” said Shelley Simpson, chief executive of trucking group JB Hunt, on a recent earnings call....
...Jancis Robinson is away Follow @FTMag to find out about our latest stories first...
...BUY: Lok’n Store (LOK) The storage company’s development pipeline is the key to driving its growth, writes Mark Robinson....
...Then again, Jancis Robinson made a case (ahem) for these not so long ago. Do enjoy your weekend. Alan LivseyLex Research Editor...
...Lee Robinson’s Altana Wealth wrote to investors in recent days to declare that “bonds are back”....
...Analysts at Berenberg said last week that the S&P 500, Stoxx 600 and FTSE 350 were in net-downgrade territory for the first time since 2020....
...In September, Republican senator Shelley Moore Capito and Democratic senator Joe Manchin introduced competing permitting reform bills....
...BUY: Tesco (TSCO) It’s all about price points at the UK’s largest grocer as inflation reduces real household budgets, writes Mark Robinson....
...HOLD: Oxford BioMedica (OXB) The market fears that the boost provided by Covid-19 may be coming to an end, writes Mark Robinson....
...One is Domaine A&P de Villaine in Bouzeron, just two miles from Santenay in the Côte d’Or....
...HOLD: Saga (SAGA) The over-50s specialist has not shaken off legacy issues linked to the pandemic, writes Mark Robinson....
...Nate Shelley Are you drunk? Ted Lasso You’re giving the pre-game talk....
...For Pierre de Benoist, who looks after Domaine A & P de Villaine in Bouzeron on behalf of his uncle Aubert de Villaine of the world-famous Domaine de la Romanée-Conti, 2021 will be “a vintage that sorts...
...“Those working behind the scenes who can bridge the understanding gap between leaders in siloed disciplines and roles . . . play a crucial role” — Karina Robinson, chief executive of Robinson Hambro Fashion...
...FactSet reported last week that more S&P 500 companies had issued negative earnings guidance than in any quarter since before the pandemic....
...Mentions of “inflation” or “shortage” in S&P 500 earnings transcripts in the second quarter reached the highest level since at least 2010....
...BUY: Prudential (PRU) Demographics have triggered the shift into high-growth markets for the insurer with strengthening sales across Asia, ex Hong Kong, writes Mark Robinson....
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