Hints and tips:
...“Shale has redrawn the map of world oil in a way most people don’t seem to understand,” said Daniel Yergin, vice-chair of S&P Global and a Pulitzer Prize-winning energy historian....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...S&P. We wouldn’t call ourselves bulls, but at first glance 80-year lows versus the S&P 500 seems big. Or it would be, if the analysts were talking about valuations. They aren’t....
...West Texas Intermediate, the US marker, rose 2.6 per cent....
...One of the highlights of my five years as an ex-pat living in Manhattan’s Upper West Side was watching the Macy’s Parade giant balloons being inflated on Central Park West....
...We’d reach the stage in the economic cycle where the traditional correlation between bonds and equities would break down....
...Ideally, I’d love to see my rate at sub-5 per cent. It will take patience and maybe a little bit of gambling. But I’m holding out,” she says....
...And that is incredibly unsettling for the west and its relationship with India....
...You know, then again, if you’d bought it in 2020, you now would be enjoying the new, fresh, all-time highs every day in the S&P 500. God bless....
...On Friday, we’d almost reached this level and traders were sort of itching to take out this level. And then we can see what happens next....
...Canonically, you’d think in a high-rates world we should see lower gold prices. But no, gold has done just the opposite. Today on the show, we ask why....
...The S&P 500 ended last month nearly 9 per cent higher, and US Treasuries had their best month since, well, since leg warmers were in fashion....
...Russia said its 300,000 b/d export reduction would also stay in place until December....
...But I’d already written about buying bonds in December and things were looking rosy. Inflation was moderating around the world....
...We’d love to have you....
...Akufo-Addo won re-election, but the pandemic, the election spending, they’d both dug Ghana pretty deep debt hole. And then to top it off . .....
...P Soleil d’Or gives bright yellow berries on red stems, and P rogersiana Flava has glossy yellow fruits....
...You’d be amazed at how much Warren reads — and at how much I read. My children laugh at me. They think I’m a book with a couple of legs sticking out.” “It’s so simple. You spend less than you earn....
...The main index in the US is the S&P 500. You can buy funds that contain all 100 companies in the Footsie for example, or 500 companies in the S&P....
...Last week, rating agency S&P upgraded the country’s debt to investment grade....
...Canada is the world’s fourth-biggest oil producer, pumping 4.8mn b/d of oil last year, of which oil sands accounted for 3.2mn b/d....
...Opec+ member Russia also said it would extend its existing 500,000 b/d production cut until the end of the year....
...If we could do this before they qualify for office, it would make governing a lot more productive and efficient.” — Ajay Doshi p notes...
...In total, the group will now produce almost 6mn b/d less than it could in the first quarter of 2024....
...Saturday Italy, Giro d’Italia cycling race begins UK, the coronation at Westminster Abbey of Charles III and his wife Camilla as King and Queen of the United Kingdom and the other Commonwealth realms...
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