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....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...The climate summit yielded a mixed bag of results that left some observers outside of the carbon markets torn between acknowledging the historic nature of the deal brokered by COP28 president Sultan al-Jaber...
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...The perception of higher masculinity as indicated by a high [dominance] score violates the female stereotype, which Oh et al. [2019, 2020] suggest dominant-looking female analysts are perceived as less likable...
...What is interesting though is there is still a lot of talk around in the United States market that this is an Nvidia rally or it is a tech rally or it is a big-cap tech rally....
...But it takes short-sighted self-interest to a whole new level for Poland et al to threaten to smash apart the mechanisms of the single market and the EU’s common trade policy because of the short-term impact...
...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....
...Eurostar narrowly dodged bankruptcy in 2021 after being bailed out by shareholders including French state railway SNCF, Canadian institutional fund manager Caisse de dépôt et placement du Québec and Hermes...
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...being undermined by the leadership of United Arab Emirates oil executive Sultan al-Jaber....
...But there’s another royal tycoon that tends to slip under the radar: MBZ’s brother Sheikh Tahnoon bin Zayed al-Nahyan, the United Arab Emirate’s national security adviser who also controls some of the country...
...Need to know: Global economy Sultan Al Jaber, the president-designate of COP28 and head of the Abu Dhabi National Oil Company, promised to “supercharge” global climate finance, finalise a $100bn fund to...
...His name is Sheikh Mohammed bin Zayed al-Nahyan . . . He is one of the most powerful men on Earth, and yet the ruler of the United Arab Emirates maintains a relatively low profile on the world stage....
...That global macroeconomic movements this year have been in large part due to the United States Federal Reserve is so obvious that this paragraph is pointless....
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
...al) wouldn’t bring globalisation to a halt....
...It comes iced, nitro (cold brew made with nitrogen gas for an ultra-smooth texture) or hot, with all of the usual suspects represented: macchiato, cappuccino, cortadito et al....
...To this day, many Americans will take their first steps on the road to appreciating art via the legacy of Frick, Rockefeller, Carnegie et al....
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
...Despairing of a strong US presence, America’s allies in the region (Japan, Australia, New Zealand et al) will agonise about how much they can slow-walk China’s application to join the CPTPP....
...The SEC charged the United States Oil Fund, the exchange traded product at the centre of last year’s sub-zero oil market meltdown, and its partner United States Commodity Funds, for “misleading statements...
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