HALISTER: Bank Stocks May Be ‘Decent Place’ After Volatility, Schutte Says

Bank Stocks May Be ‘Decent Place’ After Volatility, Schutte Says

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
2142Z US (Northwestern Mutual Life Insurance Co/The)

People
Brent Schutte (Northwestern Mutual Life Insurance Co/The)
James Dimon (JPMorgan Chase & Co)

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UUID: 7947283

HALISTER: Delta Seriously Considering Bombardier C Series: New CEO Bastian

Delta Seriously Considering Bombardier C Series: New CEO Bastian

(Bloomberg) -- Delta Air Lines may add up to 50 100-seat class jets, other manufacturers are under consideration, incoming CEO Ed Bastian says in interview at the Atlanta airport.
  • Doesn’t see international capacity cuts throughout summer
  • Says it bought the used 777 for $7.7m to be used for parts
  • Isn’t any truth to rumors of cocktail bars on A350s
    • Quickly ruled out bars on board
  • NOTE: Bombardier reports results Feb. 17 pre-mkt
  • NOTE: Earlier, Delta Regains Investment Grade After Anderson Leads Comeback
    • Feb. 3, Delta Names Bastian CEO as Anderson Departs After Merger Success
    • Dec 22, Delta’s Anderson, West Toured Bombardier C Series Plane Last Wk
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
DAL US (Delta Air Lines Inc)
BBD/B CN (Bombardier Inc)
AIR FP (Airbus Group SE)
BA US (Boeing Co/The)
EMBR3 BZ (Embraer SA)

People
Edward Bastian (Delta Air Lines Inc)

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UUID: 7947283

HALISTER: Hedge Fund Losses Push AIG Shift to Commercial Mortgages, Bonds

Hedge Fund Losses Push AIG Shift to Commercial Mortgages, Bonds

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
AIG US (American International Group Inc)
IEP US (Icahn Enterprises LP)
573991Z US (Paulson & Co Inc)
BLK US (BlackRock Inc)

People
Sid Sankaran (American International Group Inc)
Carl Icahn (Icahn Enterprises Holdings LP)
John Paulson (Paulson & Co Inc)
Peter Hancock (American International Group Inc)
Samuel Merksamer (Icahn & Co Inc)

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UUID: 7947283

HALISTER1: RATES: No Near-Term Catalyst for G4 Bond Selloff, Barclays Says

RATES: No Near-Term Catalyst for G4 Bond Selloff, Barclays Says

(Bloomberg) -- This week’s sharp decline in global safe-haven yields “is not justified,” as “concurrent economic data strongly suggest that fundamentals are not that bleak,” however “we do not see a convincing near-term catalyst for a reversal,” strategists led by Rajiv Setia say in Feb. 11 note.
  • Also, “if market volatility stays at such elevated levels, it may very well adversely affect confidence and the economic outlook”
  • Fed “implicitly expects markets to come around to their view that fundamentals remain solid,” a divergence that “is likely to continue in the near term”
  • Barclays was stopped out on recommendation to be short FFJ6 contract and pay 2Y OIS, and has turned neutral on 5/30 curve flattener view
  • “Given the flattening over the past week, despite a sharp rally in intermediate rates, the curve looks only marginally steep versus our fair value model”
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Rajiv Setia (Barclays PLC)

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UUID: 7947283

HALISTER: Schaeuble Says Portugal Debt Woes Trump ‘Strong’ Deutsche Bank

Schaeuble Says Portugal Debt Woes Trump ‘Strong’ Deutsche Bank

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
DBK GR (Deutsche Bank AG)
1174Z PL (Portuguese Republic)
JPM US (JPMorgan Chase & Co)

People
Wolfgang Schaeuble (Federal Republic of Germany)
Antonio Costa (Portuguese Republic)
James Dimon (JPMorgan Chase & Co)
Pierre Moscovici (European Commission)

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UUID: 7947283