The Zeitgeist | 2.21.2019


This is our feature of the 10 (or so) most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Most European Bank Stocks Recover. Societe Generale Misses the Boat

People moves: New leadership for 406bn asset manager

UPDATE 2-GAM expects another challenging year, sacks suspended director

The S&P 500 Lost 11% of Value From Trump’s Trade War, Research Says

Cheesecake Factory Issues FY19 Outlook – Quick Facts (Ed Note: It may say Quick Facts, but it’s really 85 laminated pages)

Treasury yields move higher on US-China trade deal hopes (Ed Note: C’mon CNBC. ‘Move’? Are we really out of words already?)

Okta CEO: ‘We’re on the Right Side of History’ as Cloud Services Market Grows

DAX Inches Higher On Trade Deal Optimism (Ed Note: ‘Inches’ isn’t bad. Good job, good effort.)

Overnight Markets: Wall Street advances on US-China trade optimism (Ed Note: I’m really not making this up, people)

BAE’s Saudi Arms Deals Hit by German Export Ban Over Khashoggi


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