Hints and tips:
...From July 14 to 20, or July 22 to 28; it costs £1,950 per person....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...Trump et al v....
...et al, with just $9bn on legacy oil and gas....
...However, it also guided to net E&C margins (E&C is ~75% of revenues) of only 2.0-2.25% versus our prior forecast of 4.7% and a ‘normal’ expectation of 5-6%....
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
...BHP goes down to “neutral” at Credit Suisse, target £14.50 from £15. In our report from 7 April 2020, we argued the market was too harsh in discounting a -3% terminal growth rate in the share price....
...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...
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...A third of the 4,000 people surveyed in a recent poll described their mental health as “poor or very poor”, while two-thirds said their state of mind had worsened over the past two weeks....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...For Wärtsilä, the exposure is concentrated on LNG ships and Offshore vessels is 7% and Gas Carriers 14% of last year’s equipment order intake in Marine....
...al....
...June World Cup The Fifa World Cup, international football’s showpiece event, begins on June 14, with the tournament under a cloud even before a ball has been kicked....
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
...According to recent econometric estimates by Jan Hatzius et al at Goldman Sachs, and by Bruce Kasman et al at J.P....
...Now it’s much more al desko.”...
...Two of them, Midroc 1 and Midroc 7, were named after Mr al-Amoudi’s conglomerate, the latest additions to a business empire that extends from Swedish oil refineries to Saudi defence contracts and has made...
...David Blanchflower, Bruce V. Rauner professor, Dartmouth College Most unlikely....
...I’m not going to let that happen on my watch....
...European markets Eurofirst 300 down -6.66 (-0.42%) at 1,575 FTSE100 up +14.35 (+0.21%) at 6,961 CAC 40 up +7.10 (+0.14%) at 5,046 Dax up +21.66 (+0.19%) at 11,454 Currencies €/$ 1.12 (1.12) $/¥ 119.64...
...Viewership among 18-to-49 year olds of primetime broadcast and cable shows — some of the most valuable television advertising available — dropped 7 per cent in the final three months of 2014, the third consecutive...
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
...No surprise to see GMO et al flag up “impact on third parties” from the start....
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