Hints and tips:
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
...“Markets are pricing a V [shaped recovery], everyone’s coming back to work, and this is going to be fine,” Mr Falco said. “I don’t think it’s going to be that easy quite frankly.”...
...recovery is no longer in the cards....
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...SoftBank founder predicts WeWork V for Victory Masayoshi Son admitted today he had turned a “blind eye” to governance lapses at WeWork but promised a “sharp V-shaped recovery” for the shared offices provider...
...And Simmons Energy, the provisional wing of Piper Sandler, is positive on Shell and BP in a note advising its clients to switch into the European oilers....
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...and their existing balance sheets are compelling features of this deal, in addition to the continuing favourable trend of much-needed industry consolidation in offshore drilling,” said Ian Macpherson, Simmons...
...Last year was exceptional for Europe Inc in terms of growth, profitability and business expectations....
...It comes as the music industry is facing a big test of the sustainability of its recovery....
...Related links: Shared mobility V.1, USSR edition – FT Alphaville Do the economics of self-driving taxis actually make sense? – FT Alphaville Who are Tesla’s competitors, really?...
...Broadcasters are, however, riding a recovery in advertising sales....
...(FastFT) Despite the UK’s economic recovery, productivity growth is “still abysmal”, real wages are running below the rate of inflation, and gross domestic product per head is unlikely to return to pre-crisis...
...These include UK/Prussia v France at Waterloo in 1815, UK/France v Germany between 1914 and 1918 and France/Germany v UK in Brussels ever since 1973....
...“Even though this swift exodus may soon be followed by a ‘V’ shaped recovery, should a resolution be forthcoming, a lot of technical damage has already been done,” he added....
...Gas-directed drilling rigs last week fell to the lowest level since May 2002, said Baker Hughes, an oilfield service company....
...This was expected but it’s still a potentially damaging blow to Bank of America, Wells Fargo, JP Morgan Chase, Citi, and GMAC, and to a housing recovery that is yet to even begin....
...After the steep decline in 2008-9, even 4 per cent global GDP growth in 2011, the projection of Barclays Capital, would not really count as a sharp, V-shaped recovery....
...Asia’s V-shaped recovery from the global financial crisis has triggered a boom among budget airlines in the region as carriers position to meet forecasts for rising traffic....
...However, we expect the debt to increase much more owing to a shortfall in government’s targeted fiscal consolidation, primarily on account of lower-than expected economic recovery....
...“Most investors have abandoned hope for a clean V-shaped recovery and are now extremely data-point sensitive,” said Lawrence Creatura, vice-president and portfolio manager at Federated Clover Investment...
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