Hints and tips:
...But the reality (HT Mitu Gulati) was a bit of a let-down: The United States of America respectfully submits this Statement of Interest in accordance with federal statutes that authorize the United States...
...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....
...After Andreessen Horowitz invested in Anduril in 2019, the mood changed fast. When he wrote on his website, “I believe in the United States of America. I believe in a strong national defence....
...In the US the Federal Reserve is publishing its third Beige Book of the year, while at the end of the week the Bureau of Labor Statistics issues the state unemployment data for March....
...Through the sale of bracelets and pendants, the brand has raised more than $20mn to provide water, immunisations and educational tools to those in need. louisvuittonforunicef.com V is for Visual AidsAcne...
...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....
...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....
...The first is a 1,200-year-old red stone V, one of hundreds that once formed a series of immense African henges along the Gambia river....
...“He’s v bright, tough and politically savvy with a small p,” tweeted Rupert Harrison, the former Tory chancellor’s one-time chief adviser....
...Is America heading for a V-shaped economic trajectory after the Covid-19 shock? Or does a U, W — or dreaded L — shape loom instead?...
...In southern Tamil Nadu state, where the family’s roots lie, giant billboards with Ms Harris’ face appeared, proclaiming “P.V. Gopalan’s granddaughter is victorious”....
...given its P&L seasonality (2H represents 77% of EBIT vs 56% for luxury peers)....
...advice for EU states to stave off the threat of Chinese takeovers....
...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...
...path in the United States, we think the road will be a difficult one for GLPG shares and we downgrade to EW, and reduce our PT to EUR 140....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...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...
...What is the likely shape of the growth trajectory? V, U, or L?...
...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...
...Before accounting rules changed and forced companies to put equity compensation in the GAAP P&L, the underlying shares still appeared in the sections of securities filings that listed the details of stock...
...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....
...“The good news for the wonderful United Kingdom is that they will soon have a new prime minister,” tweeted Mr Trump....
...L Brands, the parent of lingerie maker Victoria’s Secret, also faced pressure in the pre-market after it disclosed a disappointing earnings outlook....
...The immediate effects of the storm have been to knock out more than 3m barrels per day of oil refining capacity, or 16 per cent of the US total, according to S&P Global Platts....
...The next excerpt from Debt Spiral (p. 123) shows the extent of home price appreciation that took place in the four boom Sunbelt states (California, Arizona, Nevada and Florida) in the critical years 2004...
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