Hints and tips:
...As you know, Steven, you’ve been covering us for a long time giving quarterly guide. We want to expand that....
...Now TS Lombard’s Steven Blitz is proposing his own version, and it’s less baroque (no adjusting “shadow rates” for “financial repression” or anything) and rather . . . real-er....
...Cyclical hiring was also highlighted by TS Lombard’s Steven Blitz, who took a more upbeat view of Friday’s report....
...Steven Blitz, chief US economist for TS Lombard, says that the wealth effects of loose financial conditions (aka “line go up” for stocks and home values) isn’t a liability, but a tool the Fed has learned...
...This month’s run on Silicon Valley Bank has pushed a wave of small deposits into larger banks, as TS Lombard’s Steven Blitz points out Monday....
...There’s also a muckraker’s history written by Steven Pizzo, Mary Fricker and Paul Muolo right after the crisis....
...(Steven Kelly) — Is it good when all of a country’s flights are temporarily grounded because of tech problems?...
...And the largest banks haven’t extended credit as aggressively in recent years, leaving them with more reserves relative to assets and loans, as TS Lombard economist Steven Blitz pointed out in February:...
...Think similar problems, but on a different scale, says TS Lombard economist Steven Blitz....
...Companies are “extending the amount of the capital structure that the senior secured debt is occupying, which means that if the company does falter, your cushion is much smaller than it used to be,” said Steven...
...With stocks falling in the New York morning, Steven Mnuchin, US Treasury secretary, tweeted that new investment restrictions would not be China-specific, but would be a broader attempt to deal with “all...
...Before he was banned from the securities industry, prosecutors said Steven Rattner's private-equity firm collected more than $13m in management fees from the New York State Common Retirement Fund....
...For Steven Englander of Rafiki Capital, the comment carried a “huge element of dovishness” and helped to explain the fall in the dollar....
...The trading pattern comes after Steven Mnuchin, US Treasury secretary, on Sunday told Fox News the US was negotiating with China and that he was “cautiously hopeful” an agreement could be reached....
...Please send them to alphaville[@]ft.com or alex[dot]scaggs[@]ft.com. This will be the last edition of Alpha Agenda until the 8th of January. Happy holidays!...
...While the delay itself isn’t terribly controversial, George Michael Gerstein of Stradley Ronon Stevens & Young points out an interesting line buried on page 20: The Department also anticipates it will propose...
...And if Steven Mnuchin & Co. have their druthers, they’ll be able to (1) determine the OFR’s budget (2) appoint its director and (3) remove him or her at will....
...alexandra.scaggs@ft.com...
...Steven Mnuchin, the Treasury secretary, has publicly hinted at alternatives to default if the debt ceiling is breached....
...Steven Rattner, our buddy who was banned after a pay-to-play scandal at his private-equity firm, has been deemed a national authority on tax policy. Sure!...
...From last week’s confirmation hearing for President Trump’s Treasury nominee Steven Mnuchin: Mnuchin: He hasn’t suggested a border tax....
...A second explanation was offered to my colleague Alex Scaggs by Robert Tipp of Prudential: The fear is of the Fed breaking the system and creating a risk correction....
...One reason it’s notable is that Trump’s pick for Treasury Secretary, Steven Mnuchin, said he would make it a priority to encourage lending to small firms in his Congressional confirmation hearing last month...
...administration’s populist credentials by highlighting its reliance upon figures such as Gary Cohn, the former Goldman Sachs executive who now heads the National Economic Council, and Treasury Secretary Steven...
...(Of course, those reports were unambiguous, unlike last year’s statements from Trump Treasury nominee Steven Mnuchin. He simply said he’d “look at everything and see what makes sense.”)...
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