Hints and tips:
...The context for that was the turmoil around Silicon Valley Bank, et al....
...Given how volatile the data was during Covid-19, Williams et al suspended their estimates until May....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...A Federal Reserve Board of Governors paper by Edmund Crawley et al says $2.5tn of Fed balance sheet unwind would approximately equate to a 0.50 percentage point of tightening, or 20 basis points per trillion...
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...The deflationary narrative of disruptive technology expounded by Brynjolfsson, McAfee et al runs deep....
...Chetty et al. (2017) find that there is a 14 years life expectancy gap between top and bottom 1% males in the US, and that this gap has widened since 2001....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...According to a recent NBER paper by Francesco Bianchi et al, the average short term effect of each tweet has been to reduce forward interest rates by 0.28 basis points, implying that the effect of all the...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
...Bank shareholders lost money as well, but the survey data from Brown et al found that shareholders did not increase their holdings of cash if they had avoided any haircut on deposits or bonds: The type...
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...This is on whether Macron et al will push ahead with a reform to deduct income tax at source. Yup, really....
...Going back to Firestone et al, they found that adding additional percentage points to the capital ratio reduces the risk of crisis by less and less as the level of capital rises....
...The gap has also been widening, rising by 2.34 years for men and 2.91 years for women since 2001 (source: Chetty et al 2016) – with deaths by suicides, substance abuse, and drug overdoses rising for certain...
...Goodhart et al. make a good case for blaming demography for all three — and for thinking that the fall in working-age populations may help, largely because the market response to labour scarcity will be...
...Here’s the Fed’s recent hike in context, courtesy of BofAML’s Hartnett et al....
...Mowat et. al, Oct 8 2014)....
...Unsurprisingly, Greenspan et al believe China’s integration of its low-cost workforce and state-subsidised capital into the world economy over the past two decades has depressed prices everywhere....
...Williamson and Gomme et al. suggest as much. While investment is lower than before the crisis in Europe, that is not true in the US....
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