Hints and tips:
...The context for that was the turmoil around Silicon Valley Bank, et al....
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...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....
...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...
...It’s not a consumer bank. It’s not a business bank....
...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....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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...
...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...
...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....
...During the financial crisis, the real-time, practical manifestation of the liquidity v. solvency debate was about what financial institutions were worth saving....
...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....
...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....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...The net effect can be seen below: According to Greenspan et al, the shifting proportion of workers to retirees will supposedly increase demand for goods and services relative to supply....
...That makes China’s leaders v nervous and restricts policy options....
...al (2014)....
...The question is whether that benefit would look so attractive were JPMorgan et al forced to internalise most of the costs of a breakup while remaining in their current form....
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