Hints and tips:
...Between 1:17 pm ET and 3:59 pm ET, Hedge Fund A synthetically sold short 87,000 shares or approximately $3.8 million of MEDP using equity swaps....
...s=20&t=EM3RsHVfsrJHJxE6QLPTug Terra/Luna 8 May 2022:https://twitter.com/stablekwon/status/1523176135772700674?...
...and traditional currencies....
...By the end of the week, his U-turn was complete. “Covid Relief Negotiations are moving along. Go Big!” he tweeted on Friday....
...In the UK, we have never had such a poor record, including abrupt U-turns, in macroeconomic management....
...“OUR GREAT USA WANTS & NEEDS STIMULUS. WORK TOGETHER AND GET IT DONE. Thank you!” he wrote on Twitter over the weekend....
...At this juncture of the pandemic, market debate leans more towards a slow recovery, dubbed a U or a W, rather than a V-shape rebound....
...Emma Jacobs Almost four months into homeworking and I’d like to say that I miss chance discussions with colleagues about the shape of the economic recovery (U, V or W) or the creativity sparked by serendipitous...
...He adds: “I don’t believe in a V-shaped recovery. I believe in an L-shape or a U-shape, with the second leg being at 45 degrees. There is nothing in place to justify another strong rally.”...
...Campari will be hard hit by COVID-19 due to high On Trade exposure, especially in core markets of Italy and the USA....
...Delta is the most exposed in the U.S. - Europe ex-U.K. market, followed by United, while American is primarily exposed to London....
...Demand for ballistic flares and fighter jet gauges looks to be unaffected by plague, with revenue up 46 per cent and 24 per cent respectively on a constant currency basis....
...Mr Trump made it clear he thought this represented an effort to weaken the euro, “making it easier for [the eurozone] to compete against the USA”....
...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...
...Stay U/P SM; valuation still too rich. ......
...My own feeling is that this will not be a V or even a U-shaped recovery, but a downwardly trending W that has a high risk of turning into a L....
...Tim Bradshaw 46....
...Europe and the U.S....
...WPP will also reduce is planned capex from £400m to v£300m....
...Having announced the sale of 2 parks in 2H19 at yields of 7.8% and 8.5%, press-reported pricing for the remaining parks suggests a material discount in the region of 25-30% to 1H19 book value of £625m (implied...
...From November 20, 2008 to the end of 2009, gold ultimately rose to $1,096/oz (+46%) and gold equities rocketed up 175%....
...“China’s economic trajectory will be “L-shaped”, rather than “U-shaped”, and definitely not “V-shaped....
...Our 2020-24 EPS estimates are down 13%-19% and our 5Y NAVps estimates are also down 8%-10%....
...The rise in credit spreads has pushed up our model of the warranted ERP from 4.6% to 8.2% against an actual of 8.6%....
...Unemployment is likely to reach close to 8 per cent in 2021....
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