Hints and tips:
...And in recent years, the securitisation market has become a welcoming home to deals backed by everything from music rights to software companies’ private credit loans....
...These factors mean that what was supposed to be a V-shaped trajectory in AxJ would look more U-shaped....
...On the last Sunday of April 2019, a sleek Gulfstream V jet belonging to Occidental Petroleum touched down at Omaha airport....
...Italy/ U.S.: 11,442/ 5,436 as of 5-Apr vs. 1,423/ 42 as of 12-Mar)....
...AstraZeneca Plc has made a preliminary approach to rival drugmaker Gilead Sciences Inc. about a potential merger, according to people familiar with the matter, in what would be the biggest health-care deal...
...We remain firmly in the V camp mainly because like a Unicorn, U shaped recoveries coming out of a recession don’t exist, particularly when the recession is so steep like the one we are experiencing today...
...Elsewhere in sellside, Morgan Stanley has a very belated downgrade of Hurricane Energy as part of a big E&P sector thing....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...Morgan Stanley can summarise: Sales for the quarter are down 38%....
...The Covid-19 vaccine(s) will prove a shot in the arm for both the UK economy and its peers....
...President Donald Trump tweeted in response: “In NYC, looks like another attack by a very sick and deranged person. Law enforcement is following this closely. NOT IN THE U.S.A.!”...
...Home Depot, for example, has slightly outperformed the S&P 500 in the last year as other retailers have cratered. But the squeeze is on....
...his two home cities, where he tipped the porters generously, proclaiming a belief in redistribution....
...at a Home Depot store from April....
...Both Gap and Home Depot lifted guidance, on rosier second half expectations....
...Excluding that adjustment, sales fell 3 per cent from a year earlier. Home Depot shares advanced 4 per cent to $80.98....
...(Bloomberg) GM “must turn over documents related to its subprime auto-lending under a subpoena issued by the U.S....
...(Details here) Markets: Asia-Pacific bourses were on the ascent after a dovish outlook from the Federal Reserve propelled the S&P 500 to a fresh record high, jumping 0.8 per cent to 1,956.98....
...(WSJ) How to use a bank tax to make the financial system safer (Financial Times) Bullish Chevron to outspend Exxon (Financial Times) Lenders warn over rush to build luxury London homes (Financial Times...
...US: Dell, Home Depot, JC Penney. “The Justice Department is investigating whether J.P....
...Markets: “U.S. stock futures and the dollar came under pressure on Monday as a shutdown of the U.S. government seemed increasingly likely, while the euro had political troubles of its own as the Italian...
...under the U.S....
...(Financial Times) (NYT) “A U.S. regulator filed lawsuits against Morgan Stanley and eight other banks over the sale of nearly $2.4 billion in mortgage-backed securities to two credit unions that later failed...
...(Financial Times) “Top U.S. hedge fund managers in the third quarter zoned in on the consumer sector, with investment plays ranging from Sotheby’s, a high-end auction house that caters to millionaires,...
...While the broad S&P 500 index has doubled in value from its low in March 2009, the retail index of 32 members, led by Home Depot, Amazon and Target, has risen 190 per cent over the same period....
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