Hints and tips:
..., and from the United States . . ....
...Corporate America and investors quickly followed suit, scrambling to sign up to net zero carbon plans and launching funds that included environmental, social and governance (ESG) factors in their investment...
...ICE) and S&P....
...When he wrote on his website, “I believe in the United States of America. I believe in a strong national defence....
...Amos Hochstein, the state department official co-ordinating much of Biden’s energy strategy, told the Financial Times that wasn’t good enough....
...In the immediate aftermath of 9/11, friends and colleagues of Kern, who then worked at consultancy Alpine Capital, moved out of New York and warned that they would never travel again....
...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....
...The S&P’s energy index, one of the worst returning subsectors over recent years, outperformed the broader market by almost 4 percentage points in recent weeks....
...If you are looking to predict the shape of the US economic recovery — be it V, W, L or even K — don’t look at the markets....
...On Wednesday, the quarter-trillion-dollar New York State pension fund unveiled a sweeping fossil fuel divestment programme and a plan to push every other company in its portfolio to commit to net-zero emissions...
...given its P&L seasonality (2H represents 77% of EBIT vs 56% for luxury peers)....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...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...
...This should nevertheless ensure that current consensus expectations of 10% earnings growth decline at best to zero this year....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...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...
...Based on company commentary so far, we still believe potential COVID-19 claims (including BI) are a manageable P&L event for the sector, although the devil will be in the detail when it comes to BI policy...
...a third country vis-à-vis the EU from January 1st....
...What is the likely shape of the growth trajectory? V, U, or L?...
...As about 60 heads of state prepare to take to the stage at the UN climate summit on Monday with new climate announcements, the report — a synthesis of research from eight groups including the UN Environment...
...Thus it seems the infection development are still in the early stage of development in those countries....
...The purpose of a company, it says, “is to engage all its stakeholders in shared and sustained value creation”. Multinationals, it adds, must do nothing less than “improve the state of the world”....
...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....
...With that we reach the current stage of volatility's evolution....
...Without the debt-fuelled house price increases in the key Sunbelt states in 2004-2006, the stage would not have been set for a crisis....
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