Hints and tips:
...“The Magnificent Seven aren’t going to be decrowned anytime soon, but they’re also unlikely to do quite as well in 2024 as they did in 2023,” Shah said....
...Almost no one traded S&P 100 options. The Vix was just there, doing basically nothing. Sandy Rattray: The formula was such that you couldn’t hedge it. There was no liquidity in S&P 100 options....
...Talking of big political set pieces, they don’t come much bigger (in attendance numbers at least) than China’s National People’s Congress, which holds its annual session starting on Tuesday....
...Chiefs of companies on the US S&P 500 index were paid three times more in 2022, earning on average $16.7mn (£13.6mn at the time), according to labour union federation AFL-CIO....
...“When we see there is such euphoria around, and especially names which have historically not delivered consistent returns, we don’t know how sustainable it is,” said Tej Shah, a portfolio manager at Mumbai-based...
...The worst bear markets don’t go down in a straight line, just like the best bull markets don’t go up in a straight market.”...
...“If you consider that the Fed doesn’t want financial conditions to loosen, the dots are very much in line with what you’d expect,” said Ashish Shah, chief investment officer of public investing at Goldman...
...An outright US default is “unthinkable” as it would “wreak havoc” on global financial markets, said Seema Shah, chief global strategist at Principal Asset Management....
...Seema Shah, chief global strategist at Principal Asset Management, said the market “still doesn’t seem to buy into the idea that the Fed isn’t going to cut rates through 2023 — there’s something about [Powell...
...Rating agency S&P said last year that it could lower the bank’s rating “if management — contrary to our expectations — adopts more aggressive financial policies”....
...Seema Shah, chief global strategist at Principal Asset Management, told an FT conference in November that German companies look “screamingly attractive” from a valuation perspective....
...He added that the committee “wouldn’t hesitate” to implement a sharper rise if warranted by economic data....
...But that doesn’t mean we can’t take a look at the more bombed-out corners of the asset pool. Consider emerging markets (EM), for example....
...“Now with the conflict I don’t see how you can justify an overweight position in European equities....
...According to Jump Crypto’s Nihar Shah and Maher Latif, the crucial events happened on a trading pool called Curve over a 75 minute window late on Saturday, May 7....
...Mohammad Zahir Aghbar, Afghanistan’s ambassador to Tajikistan from the former government and now considered Saleh’s deputy, said: “We don’t want a couple of countries to support us, we want the international...
...The return of the exiled King Mohammad Zahir Shah to the throne was also rejected....
...But energy has been the top-performing S&P 500 sector this year, marking a 50 per cent rise in 2021. ESG investing has also drawn unprecedented scrutiny in 2021....
...“Tapering is going to be very late this year, December if not early next year,” said Seema Shah, chief strategist at Principal Global Investors....
...Shah Paikeday says the person in a CDO role needs support. “You need an explicit onboarding process, to help prepare them for the executive role....
...For some tenants, even slashed rental prices couldn’t mitigate the drop in their income....
...“Now it will be up to Powell and other Fed speakers to once again reassure markets that tightening in 2023 doesn’t need to be disruptive.”...
...The day ahead Housing data Standard & Poor’s releases the S&P/Case-Shiller index of home prices for April as Federal Reserve officials begin to worry about the housing market....
...Manish Shah knew it was only a matter of time before he was struck by coronavirus....
...“Customers really didn’t want to default. They were just in a bad situation. The bad situation was amplified by illness and a level of agony.”...
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