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...Consumer confidence fell in February but Prime Minister Rishi Sunak said today that the public was beginning to see the “green shoots” of economic recovery....
...States’ rainy-day funds had climbed to $136.5bn at the end of fiscal 2022, according to S&P Ratings, a 71-per-cent increase from $80bn in 2019....
...Blackstone in September became the first private equity group to be included in the S&P 500 index and its rivals Apollo Global and KKR are hoping they are not far behind....
...The increase was fuelled by the market’s slight recovery in the wake of last year’s turbulence, although BlackRock also reported $110bn of inflows from customers....
...L....
...You can’t just look at the L part of the P&L. Secondly, who really cares anyway? Normal accounting rules don’t apply to central banks. The Fed can create money and operate with negative equity....
...Or if you’ve just got a lot of leveraged repo or interest rate swaps without huge amounts of excess collateral and your collateral value drops at the time that your P&L starts to stink and variation margin...
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...There’s a central problem for the creditors hoping for a recovery from the implosion of Sam Bankman-Fried’s FTX....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...Climate action vs Covid recovery? As governments plough vast sums into the economic recovery from the coronavirus pandemic, what will this mean for the climate agenda?...
...Landsec has bought a 75 per cent stake in MediaCity in Salford, previously a 50-50 joint venture between Legal & General and Peel L&P....
...Japanese carmakers Nissan and Honda will be revealing their P&Ls this week....
...Now, though, S&P expects the economy to grow by 5 per cent this year, and by more than 3.6 per cent for each of the next three years — putting Morocco’s recovery behind only that of Egypt in the region....
...strategist at fund manager Invesco....
...Then the P&L looks something like this: AMC is suddenly profitable! The retail investor, by providing the company with cheap capital, has bootstrapped the company back into the black....
...The second big change happened in mid-2020, when EU leaders agreed with remarkable speed on a €750bn post-pandemic recovery fund....
...But stabilisation around a nadir or a tiny recovery in mood, is not a recovery. If anything, it is an L. For its faults, letter-spotting remains one of the best tools we have....
...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....
...the recovery fund....
...“We are going to nationalise the wages and the P&L [the financial accounts] of almost all our businesses,” Mr Macron said. “That’s what we’re doing....
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
...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....
...I very much believe it's going to be a very strong third pillar for our business, and I think it could be a significant P&L contributor to our company, definitely within five years, and definitely within...
...years resulting in cumulative provisions of 314bps over 2020-22E; and iii.)...
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