Hints and tips:
Related Special Reports
...MultiChoice shares rose by up to 5 per cent on Monday, taking their gain since Canal+’s first approach to about 24 per cent....
...Such quant funds are down on average by around 6 per cent this month, according to a Société Générale index of these portfolios....
...“Revenue momentum is as weak as [SocGen]’s update at the capital markets day suggested,” Anke Reingen, analyst at RBC Capital Markets, said in a note on Friday....
...Goldman Sachs, Bank of America and Société Générale have all recently raised their end of year forecasts for the S&P, which has notched more than a dozen record closes in 2024....
...If communicated poorly, as Société Générale’s Slawomir Krupa discovered in September, the event could cause more harm than good....
...“The market is clearly trying to push back on the expectations from the Fed’s median dots,” said Subadra Rajappa, head of US rates strategy at Société Générale, referring to the Fed’s so-called “dot plot...
...“[Kashkari’s] comments wouldn’t lead to a rally in bonds,” said Subadra Rajappa, head of US rates strategy at Société Générale, adding that Thursday’s moves “are more to do with geopolitical tensions and...
...As a result of this, there’s a “very decent” correlation between equity volatility in a given year, and the range of forecasts strategists produce for the coming year, writes Société Générale’s Jitesh Kumar...
...Since a painful 10 per cent correction between July and October, the S&P 500 has risen more than 25 per cent....
...Saada denied that Canal+’s takeover bid was prompted by MultiChoice deepening its ties to other international partners....
...As key markets hunker down for a long weekend, the S&P 500 index of blue-chip US stocks has wrapped up the first quarter of this year with a gain of 10 per cent, on top of the 11 per cent climb in the final...
...But their reaction on Wednesday to the Fed’s announcement was far from disappointment, with a sharp rise in equities feeding a rally that has added 27 per cent to the S&P 500 since October....
...Large companies with access to bond markets have in effect played the yield curve in reverse, says Société Générale strategist Albert Edwards....
...“The oil market is waiting,” said Daniel Yergin, author and vice-chair of S&P Global....
...A model portfolio run by Société Générale, which aims to replicate the positions typically taken by computer-driven trend-followers, is showing losses in all asset classes this month....
..., UK, US: S&P Global/HCOB services purchasing managers’ index (PMI) figures Indonesia: Q4 GDP figures Mexico: Constitution Day holiday....
...A critic’s complaint about the painting gave Impressionism its name; the artists had originally banded together under the neutral title Société anonyme des artistes peintres, sculpteurs et graveurs....
...Last week, Société Générale became the latest lender to re-enter with a $500mn offering....
...While AI as a theme has been with us for a while and we suggested being long SG Robotics and AI Equity as a secular theme last year, it is tough to fight against a very strong hype on a very short-term....
...Manish Kabra, head of US equity strategy at Société Générale, said companies that missed earnings expectations tended to be punished more harshly if they reported when the broader stock market was falling...
...Gains for energy stocks, as the price of crude rose, as well as a 1.7 per cent advance for index heavyweight Apple helped offset declines from the S&P 500’s materials and consumer discretionary sectors....
...S&P gave the new UBS AT1 a BB rating, five notches below its A- credit rating on the bank....
...Société Générale’s CTA index — which measures the performance of 20 major funds, including those managed by Man Group, Lynx Asset Management and Pimco — rose almost 20 per cent last year as equity markets...
...Net short positions — bets on price falls — held in derivative contracts linked to the S&P 500 have increased sharply in recent weeks, according to a Société Générale analysis of a combination of futures...
...“European banks do not exhibit a combination of large unrealised losses on securities portfolios and highly confidence-sensitive funding models,” S&P analyst Giles Edwards said in a recent report....
International Edition