Hints and tips:
...Peltz, 81, dressed in the off-duty-billionaire uniform of navy blue polo shirt and zip-up jumper, is a busy man....
...He drives a Tesla model S (with the paint stripped off to reveal the bare metal) and sails an 82ft Mark V special operations craft, a $3mn camouflaged Navy Seal vessel mounted with decommissioned machine...
...Magugu’s designs include a print symbolic of sisterhood that appears on a T-shirt, the Diorcamp bag and a silk scarf. charlizeafricaoutreach.org; dior.com N is for Ninety PercentThe Camden-based fashion...
...This article is part of FT Globetrotter’s new series on the joy of tennis A Alcaraz The future of men’s tennis, with a forehand like a Switchblade missile....
...What would be a great summer picnic wine? Jancis RobinsonAnd what about if a picnic wine for a light red that’s nicely chilled, could be Cinsault, C-I-N-S-A-U-L-T....
...A ring of LEDs shaped like LV’s signature flowers lights up in a kaleidoscope of shades in time to the music, and a further circle of lights flashes “L-O-U-I-S-V-U-I-T-T-O-N.”...
...Is America heading for a V-shaped economic trajectory after the Covid-19 shock? Or does a U, W — or dreaded L — shape loom instead?...
...Cash has also flooded back into a V-shaped market recovery at a pace that is anything but glacial, or U-shaped in geographical terms....
...And Barclays: While the AstraZeneca U.S. study had only recently opened, the vaccine had been administered to >15K volunteers, providing some context – although drawing broader conclusions on a n=1 is challenging...
...for a strong recovery; ii) commodity supply is broadly tight; iii) global stimulus offers a demand safety net; iv) reflation could re-emerge; and v) the US dollar appears overvalued, as per our macro team...
...And why shouldn’t i n n o v a t i o n come first for once? What’s that you say? Innovation has come first in the past and things haven’t necessarily turned out that well?...
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
...Regionally, N. Europe continued to perform well with pleasing recovery in S Europe & E Europe since May. In N....
...This reflects the strong performance of large tech and healthcare companies of late that happen to dominate the benchmark....
...What is the likely shape of the growth trajectory? V, U, or L?...
...Rémy Cointreau has been amazingly strong since 2nd Mar, rising 9% as the market crashed....
...We think valuation already largely reflects a strong v-shaped recovery and so we adopt a more cautious stance on the shares. Sales densities likely to be lower in high traffic locations....
...short-term trades with a strong element of seizing on opportunities....
...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...
...100’s still underperforming the global death toll by 1,188 percentage points....
...According to sources, members of the board of LVMH Moët Hennessy Louis Vuitton called a meeting in Paris Tuesday night specifically to discuss the matter amid a deteriorating situation in the U.S. market...
...For S&N it all boils down to 2020 adjusted trading profit of $1,218bn to US$1.241bn versus a consensus of $1.243bn, so hardly a warning at all....
...With this in mind, investor focus has understandably turned to liquidity, leading to a strong sell-off in leveraged or cash-constrained stocks including ASOS (Buy), DFS (Buy) and M&S (Buy)....
...FCF was particularly strong, partly due to a c.35% cut in capex in H1....
...The U.S. government assumes that a pandemic will last 18 months or longer and could include multiple waves of illness....
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