Hints and tips:
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...Among large banks, only Wells Fargo has grown assets as fast over the past two decades, and its growing pains are well known. Some regionals have grown faster, but off much smaller bases....
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
...Here are the 30-day card delinquency rates for Bank of America, JPMorgan and Wells Fargo (Citi has an annoying comparability issue with its historical data so we left it out) the past five first quarters...
...as well from a systemic financial stability perspective....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...Either Trump is right, and there’s a deep state conspiring to sow fake links between him and the Kremlin, which requires a leap of magical thinking, or else the FBI et al are closing in on their prey....
...That marked the beginning of a long saga, pitting the forces of international bond markets (Pimco, BlackRock et al) against the Portuguese central bank and, by extension, the country’s broader financial...
...The lawyers representing BlackRock et al argue that the retransfer of the bonds was “unlawful”. Only five bonds were moved, out of a total of 52 conceivable candidates....
...On my reckoning, other results in the Engel et al paper indicate that the QE programme increased US equity prices by 11-15 per cent, and reduced the dollar effective exchange rate by 4.5-5 per cent....
...World Bank research by Dilip Ratha et al is clear on how migration helps economic outcomes....
...Wells Fargo Advisors, which serves regular folks, used to be Wachovia Securities but was re-branded after the smaller bank was acquired during the crisis. Wells Fargo Securities is an investment bank....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...chart from Cap Econ attempting to summarise China’s current position from a purely economic standpoint: And an extra large chart covering RMB promotion from Xi et al from Deutsche for those who can be bothered...
...If the concerns raised by the IMF, the Pope, et al are to be addressed, we need concrete action to redistribute wealth from top to bottom and ensure the poorest share in the proceeds of economic growth....
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...(Reuters) - The escalating role of central banks in EM currency. (Wall Street Journal) - Goldman et al should be forced to incur losses on mistaken trades, says Myron Scholes....
...No surprise to see GMO et al flag up “impact on third parties” from the start....
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
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