Hints and tips:
...L-T....
...Shares in the asset manager rose 5.7 per cent on the day the deal was announced, and this year they have nearly doubled the S&P 500’s performance....
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...How else to explain asset prices that currently assume a V-shaped recovery, even as we seem to be witnessing a second wave of infections in several US states?...
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...of the S&P 500 to growth and momentum”....
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...more of a primary event), UK P&C (~14% of premium), and then the multilines (~10%)....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...What is the likely shape of the growth trajectory? V, U, or L?...
...We should also note this guy, who’s doing his thing: A reminder that Donald Trump, who despite everything remains The Actual President of the United States, tweeted on April 2 that a deal to end the oil...
...The boom in debt issuance by corporate America has been good to S&P Global, the largest credit rating agency. Its shares have jumped a fifth in 2020, far outpacing its namesake S&P 500 index....
...s largest private landlords, and SL Green Realty, an S&P 500-listed real estate investment trust....
...The stock market calm contrasts with an average of four 5 per cent peak-to-trough declines in the S&P 500 annually since 1927....
...“We doubt that the replacement of Ali al-Naimi will lead to a drastic change in the Kingdom’s oil strategy,” said Jason Tuvey at Capital Economics....
...Forget the mid-life crisis of the 40s, the peak age of a business person is fifty-something, at least according to an analysis of the Capital IQ database of global companies....
...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...
...(FT) Markets Data 05:22 GMT Asian markets Nikkei 225 down -81.38 (-0.46%) at 17,430 Topix down -1.21 (-0.09%) at 1,402 Hang Seng down -32.34 (-0.13%) at 24,818 US markets S&P 500 down -11.33 (-0.55%) at...
...(Bratsberg et al. 2002)....
...US officials have defined the advances made by the Islamic State of Iraq and the Levant (known as Isis) – an offshoot of al-Qaeda – as a potential direct threat to US national security....
...new fiscal crisis in America....
...Good morning New York, FT ALPHAVILLE Naming and shaming in Japan: David notes another angry reflection of how important rising wages are to Abenomics’ success and how irritated Abe et al are at those big...
...(Financial Times) Meredith Whitney told Finra that she had set up a business called Kenbelle Capital....
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
...BofA to raise lending after years of cuts: “Bank of America is ramping up mortgage and corporate lending after two years of focusing on capital levels and cost-cutting under chief executive Brian Moynihan...
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