Hints and tips:
...That is why those interested in the “E” in “ESG” could welcome the findings of a much-cited 2020 study from Patrick Bolton and Marcin Kacperczyk....
...Up until the Powell pivot in 2018-19 [when Jay Powell’s Federal Reserve switched from raising to lowering rates], tech wasn’t at a particularly substantial P/E premium relative to the market....
...Acme Atelier sells muted, made-to-order kilts (from £950) via ecommerce site Old Stone Trade, an e-retailer focused on small artisan producers with a niche skill....
...Here is how we respond to points (a) through (e): Excess savings will soon be exhausted....
...Heartland, PG&E and Internet Brands did not respond to requests for comment....
...researchers reckon: . . . for the 10% conditional quantile of GDP growth (upper panel), we find that countries with a relatively more flexible exchange rate regime exhibit a significantly more moderate (i.e....
...Could well be, though it would mean the popular Shiller p/e ratio, which is very high now, has misfired....
...The markets could have their Wile E. Coyote moment. Lay-offs may spur more lay-offs now that businesses are confident they can hire back if necessary....
...Robert Armstrong I have a contrarian long on Jay Powell (Pronounced as Paul). Do we say Powell? Ethan WuPowell. (Laughter)Robert ArmstrongPaul is the English . . . I’ll say the name....
...In the more immediate future, today’s data should lock in a pause at the June FOMC meeting, i.e. no rate hike....
...A loan extension for California utility PG&E was shelved last month, while Heartland Dental, a provider of services to dentists’ offices, and digital media business Internet Brands had to pay lenders more...
...As Jay Powell put it at his May press conference: “It’s possible that this time is really different. And the reason is, there’s just so much excess demand, really, in the labour market.”...
...We don’t know whether that will happen or not; we wouldn’t make those noises if we were Powell, given that “sticky” prices have hardly slowed; but we are not Powell....
...But at Antelope Point Marina, near Page, you can rent a houseboat and head out to explore Lake Powell, a reservoir with some 2,000 miles of shoreline surrounded by dramatic, desolate, landscapes....
...But Fed chair Jay Powell struck a more positive tone at the subsequent press conference....
...And, like, the way it’s supposed to work, like, is Jay Powell and the Federal Reserve put a hex on the housing market with higher interest rates....
...Outlook for markets Those comments from Powell helped lift European stocks and are helping US futures contracts to rise....
...may, in turn, lead to broader funding pressures, as described by Credit Suisse’s Zoltan Pozsar in his latest missive which arrived in our inbox overnight (his emphasis): Who drives the bid for cash, i.e....
...E-commerce stocks have taken a beating since last Easter -- to the nearest whole number, guess the percentage fall in fast fashion seller Boohoo’s shares over the last 12 months....
...E-commerce stocks have taken a beating since last Easter — to the nearest whole number, guess the percentage fall in fast fashion seller Boohoo’s shares over the past 12 months. 75 per cent....
...again and again, as Jerome Powell and others have done, doesn’t reduce the injection of uncertainty....
...When the share price of the £1.5bn protein-powder-slash-beauty-retailer-slash-wannabe-e-commerce-platform-provider you founded is down 80 per cent over the past year, how do you relax on the weekends?...
...Referring to, say, Robert Shiller’s cyclically adjusted P/E ratio has been liable to get a person made fun of online....
...So we will punt there, and weigh the possibility of P/E ratio contraction at 50/50....
...The £2bn protein-powder-slash-beauty-retailer-slash-wannabe-e-commerce-platform-provider, led by sun’s-out-guns-out chief executive Matt Moulding, saw its stock crater by 71 per cent over the course of the...
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