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...“This has resulted in a positive start to 2024’s housing market,” she added. Last week, lender Nationwide reported that house prices rose 0.7 per cent month on month in January....
...The risk was not a precipitous crash but rather a slow-burn (S&L-style) squeeze on asset returns and bank profitability. That squeeze will continue....
...Economic indicators: S&P Global releases the latest purchasing managers' indices for the EU, France, Germany, Italy and the UK....
...are not directly affected by the Supreme Court decision, many have watched with dismay as, following the ruling, lawsuits have challenged the legality of diversity programmes, including fellowships at Perkins...
...Foxtons FY, Fresnillo FY, Greggs FY, Hiscox FY, Inchcape FY, IWG FY, Johnson Service Group FY, Keller FY, Reach FY, Ross Stores Q4, SIG FY, STV Group FY, Target Corp Q4, Thales FY, TKH Group FY, Travis Perkins...
...Markets now find themselves in “an endless loop where everyone is frustrated”, said Dario Perkins, head of global macro at research firm TS Lombard....
...Elsewhere, Wall Street’s S&P 500 closed 0.2 per cent lower, with energy and industrials ranking as the benchmark’s worst-performing sectors. The tech-heavy Nasdaq Composite also fell 0.2 per cent....
...Yet Perkins points out that the ultimate impact of technology on labour markets is theoretically ambiguous....
...The pharmacy group’s former CEO abruptly stepped down last month Results: Philips Q3 Tuesday IEA World Energy Outlook report Canada, EU, France, Germany, Italy, Japan, UK, US: S&P Global/Cips flash October...
...Harry S Truman was returned to office in 1948, though it was a close-run election (and the Chicago Tribune famously miscalled it for Thomas Dewey)....
...Despite worries about the impact of higher rates and slowing global growth, second-quarter earnings for the S&P 500, while lower than the extraordinary results of a year ago, surprised to the upside (the...
...In addition to directing the film, Nolan also wrote the screenplay, which he based on the Pulitzer-winning, 700-page Oppenheimer biography American Prometheus by Kai Bird and Martin J Sherwin....
...To close it off, we have TS Lombard’s Dario Perkins on things that definitely won’t happen in 2023 (#timestamp). Feel free to include links to other research we might have missed in the comments....
...But looking down a screen of the S&P 500, few cyclical companies — few companies of any kind, really — seem to price in any probability of a tough 2023....
...Dario “inventor of the moron risk premium” Perkins at TS Lombard maintains this has always been silly....
...“The Battle Hymn of First Republic”* This brings us to First Republic, which has been downgraded to junk by Fitch, Moody’s and S&P Ratings, with S&P downgrading the bank again on Sunday....
...Alex Scaggs, whose excellent regional-banks primer will publish later today on Alphaville, shows this chart from Dario Perkins of TS Lombard....
...Q4, AMC Entertainment Holdings Q4, Bayer FY, Duolingo Q4, Ferrovial FY, HP Q1, Jones Lang LaSalle Q4, Man Group FY, Moncler FY, Ocado FY, St James’s Place FY, Schrodinger Q4, Serco FY, Target Q4, Travis Perkins...
...The S&P 500 is up 10 per cent from its lows of two weeks ago, and 5 per cent above where it closed last Thursday....
...Bryan Perkins, whose family has farmed a patch of the Canadian prairie for more than a century, has never seen his costs rise like they have in recent months....
...Plus, S&P to review the UK’s credit rating AA (negative outlook); Moody’s to review the UK’s credit rating....
...The benchmark S&P 500 index fell 2.5 per cent on Thursday on the back of hawkish noises coming out of the ECB....
...Results: NatWest, Rémy Cointreau, Smurfit Kappa, Travis Perkins, AstraZeneca, Danske Bank and Electrolux will also publish results....
...Futures markets suggest a small recovery today, with the S&P 500 opening up 0.1 per cent and the Nasdaq up 0.2 per cent....
...“The spending pie was heavily skewed toward product and goods [and away from services] in 2020 and 2021,” said Ken Perkins, president of research firm Retail Metrics....
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