HALISTER: Bayer’s Pursuit of $45 Billion Monsanto Greeted With Skepticism

Bayer’s Pursuit of $45 Billion Monsanto Greeted With Skepticism

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
BAYN GR (Bayer AG)
MON US (Monsanto Co)

People
Aaron Gal (Sanford C Bernstein & Co Inc)
Bankhaus Lampe Zam (Bankhaus Lampe KG)
Jeanjacques Le Fur (Natixis SA)
Jeremy Redenius (Sanford C Bernstein & Co Inc)
Jonas Oxgaard (Sanford C Bernstein & Co Inc)

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UUID: 7947283

HALISTER1: U.S. ECO PREVIEW: Leading Indicators Due in 5 Minutes

U.S. ECO PREVIEW: Leading Indicators Due in 5 Minutes

(Bloomberg) -- Index of leading economic indicators seen increasing 0.4% in April after rising 0.2% in March (forecast range +0.2% to +0.7%); tracks 10 economic variables that tend to move before the broader economy.
  • Interest-rate spread (UST 10Y yield less fed funds rate) has been biggest positive contributor to index in recent months
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER1: Brazilian Assets May Keep Outperforming Amid Reforms: Quantitas

Brazilian Assets May Keep Outperforming Amid Reforms: Quantitas

(Bloomberg) -- Brazilian assets such as BRL are likely to continue outperforming EM peers through the year while acting president Temer embraces efforts to approve reforms needed to fix the economy, according to investments firm Quantitas.
  • Temer’s economic team is better than that of previous government; “its diagnosis on Brazil crisis is correct,” portfolio manager Eduardo Longo says in a phone interview
  • Market optimism will depend on the approval of reforms; while passing measures in Congress is challenging, people seem more aware of the need for spending cuts
  • Despite being supported by reforms, BRL may suffer should the Fed raise rates, which would impact EM markets
  • BCB may start a rate-cut cycle of at least 200bps between its July 20 and Aug. 31 meetings, Longo says
  • NOTE: BRL up 10% YTD, best performance after RUB among EM currencies as investors anticipate president Rousseff’s impeachment; process started after a Senate vote on May 12
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Dilma Rousseff (Federative Republic of Brazil)
Eduardo Longo (Quantitas Gestao de Recursos SA)

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UUID: 7947283

HALISTER1: Matt Levine's Money Stuff: AI Trading and Agency Bond Prices

Matt Levine's Money Stuff: AI Trading and Agency Bond Prices

Alert: HALISTER1
Source: BV (Bloomberg View)

People
Carl Icahn (Icahn Enterprises Holdings LP)
Daniel Gilbert (Quicken Loans Inc)
Daniel Loeb (Third Point LLC)
Paul Singer (Elliott Management Corp)
Philippe Buhannic (TradingScreen Inc)

Topics
Quantitative Science

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UUID: 7947283

HALISTER1: Wall Street Journal: Philippines Senate ends probe into laundering of Bangladesh central bank-heist money on.wsj.com/27DlPs0

Wall Street Journal: Philippines Senate ends probe into laundering of Bangladesh central bank-heist money on.wsj.com/27DlPs0

Alert: HALISTER1
Source: TWT (Twitter)

Tickers
32663Z US (United States Senate)

Topics
Tweets from Major Media
Twitter Verified Handles

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UUID: 7947283