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Markets Now – Friday 27th March 2020

Summary:
Today we’re testing positive for MIFID II violations. What follows is little more than a comprehensive bundling of sellside research. We’re defaulting to this approach because it’s another day of flow-driven trading where the on-the-tape news varies between nearly irrelevant and totally irrelevant. If you really need to see what’s going on in markets, it’s this:  Berenberg has spent the week publishing huge sector-by-sector breakdowns of Covid-19 exposures as a kind of roman-fleuve of dismality. Today there’s a selection of 15 reports to pick through, including one on mid-cap leisure (81 pages!) that does the necessary on Cineworld and Restaurant Group:• Our UK mid-cap leisure coverage is in the eye of the current storm. Precisely what happens next is unknown. But having spoken to

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Today we’re testing positive for MIFID II violations. What follows is little more than a...

FT Alphaville
FT Alphaville is a free daily news and commentary service giving finance professionals the information they need, when they need it. In a world where market professionals are inundated with information there is a pressing need to edit and filter, and hopefully sow a few ideas along the way. That’s where the FT Alphaville team comes in.

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