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...GS did this by screening for companies/stocks that 1) discuss AI a lot in their corporate communications and point to a specific or obvious way to use it; and 2) trade with a relatively high correlation...
...What’s more, the amount of coupon-bearing Treasuries the private sector will need to absorb will see a smaller jump, rising to $1.85tn from $1tn, according to GS’s estimates....
...The peak impact comes four quarters after a slowdown, with spending falling by 0.25% for every 1% decline in revenues, all else equal....
...He’s on course to end up with about 29 per cent of the club by the end of the year, for around $1.3bn....
...“I would like a fully fledged fair in Asia but am starting carefully,” says 1-54 founder Touria El-Glaoui....
...According to SWIFT, the Chinese currency’s market share has more than doubled over the past decade, from 1.1 per cent in 2013 to 2.5 per cent at the end of May 2023....
...provides this handy chart showing how the March fed-funds futures contract traded during the day: Earlier in the day, after a slightly weaker-than-expected Employment Cost Index report (+0.9% instead of +1%...
...The strategists settle on an LTV below 60 per cent; an implied mortgage rate from of at least 7 per cent; and a debt service coverage ratio above 1.3 to 1.5 depending on the property type....
...The U6 underemployment rate increased by 0.1pp to 7.1%, reflecting an increase in the number of part-time workers for economic reasons (+217k)....
...As evidence of residual seasonality, Exhibit 3 compares the revisions to pre-pandemic seasonally-adjusted continuing claims[1] to the latest vintages of seasonally-adjusted continuing claims in 2023....
...“Students in GS feel like a doormat. They provide diversity but do not have the same standing.”...
...If Toby’s note whets your appetite, the full note is available outside the GS paywall....
...Frankly not very much, GS’s economists say....
...But GS points out that most of the bank-reserve shrinkage happened last year....
...GS make the point that index concentration is an increasingly big deal not only because: 1....
...The speedy delivery service — which in some places will use drones to deliver drugs — is expected to expand to other US cities by the end of the year....
...Maintenance costs (+1 pc) grew faster than repairs and body work (+0.5 pc and +0.7pc) for the month. As for the insurers themselves, it looks like profit pressures are lifting....
...But blaming the planning system and Nimbyism (“not in my back yard”) is to miss a core issue — building more homes will not on its own solve the crisis since new builds contribute less than 1 per...
...power accuracy to within +/-1 per cent; and performs smoothly in ERG mode....
...GS strategist Guillaume Jaisson writes that the Granolas accounted for 60 per cent of Stoxx 600 gains in the past year. That might be true, but it wasn’t exactly a collective effort....
...Join FT journalists and expert guests for a webinar on April 17 13:00-14:00 GMT +1 as they unpack the business impacts of the upcoming election. Register here and put your questions to the panel....
...Some increases have been more aggressive than others: the price of some Louis Vuitton Speedy bag models in France has doubled to €1,600 in that period, while a large Chanel flap bag is more than 80 per cent...
...And finally, the economists expect the UAW strike to weigh down Q4 growth by 0.05 to 0.1 percentage point for each week it continues....
...This is especially the case since the Ginnie/Fannie swap is cheap relative to history (Exhibit 1 and 2)....
...At Mallucci’s clinic in Mayfair, Moxi can also be boosted with BBL, a broadband light laser treatment (£1,350 a session including BBL; three to four sessions recommended four weeks apart)....
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