Hints and tips:
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...strikes, car and credit card loan delinquencies, et al)....
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
...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....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London time today. Check back here for details and reaction....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...It’s a big week everywhere for central banks....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...More successful was Hockney’s first one-man show in December 1963, Hockney being the only figurative artist in Kasmin’s stable; all the British artists he showed — Ayres, Bernard Cohen, Caro, Denny et al...
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...But unlike Mr Terry et al, Mr Austin remains the beneficial owner and gets to vote his shares and reap the dividends. IGas’s shares tumbled 24 per cent last week....
...Stephen Green et al at Standard Chartered fill out the picture a little more....
...No surprise to see GMO et al flag up “impact on third parties” from the start....
...That figure pales against the total value of the US housing market – $23.7tn at the end of 2012, according to Zillow – but it could grow exponentially if Blackstone et al are able to get their hands on cheap...
...Azevedo et al called it something different — “in the nature of a bribe”....
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
...Shi Cheng: Short Stories from Urban China, edited by Liu Deng, Carol Yinghua Lu and Ra Page, translated by Eric Abrahamsen, Nicky Harman, Julia Lovell, et al, Comma Press, RRP£9.99, 224 pages An anthology...
...Confident speech by Cameron, followed by the Premiership heavyweights of Wenger, Ferguson et al, all soundtracked by Elbow’s ‘One day like this’....
...Schooled at Eton, he studied history at Oxford, where he drove a blue Porsche and partied with future chancellor George Osborne et al as a member of the Bullingdon Club....
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