Look for the Silver Lining – Literally
Chart of the Week – Price & Trend: S&P 500 (SPX)
2020 Low in Natural Gas? Not Yet!
U.S. Corporate Bonds (Jan 27-31): Going Green Gains Steam
Featured Stock in January’s Exec Comp & ROIC Model Portfolio
Weekly Market Recap: Jan. 27, 2020
Economic Update: Jan. 27, 2020
3Q19 real GDP growth came in at 2.1%, driven by consumption and with positive contributions from government spending and housing that were partially offset by business fixed investment and net exports. Global preliminary manufacturing PMIs rose in France, Germany, the UK and Japan, due to a softer decline in manufacturing, although all but France remain in contractionary territory.
Five Best-Performing Healthcare Services Stocks Returned 24% in 2019
There are 18 healthcare services companies and two healthcare REITs listed on SGX with a combined market capitalisation of about S$25 billion. They operate patient care services and facilities, both locally and worldwide.
Intel made its way through chip after chip last quarter, and its relentless hours of commitment paid off: the world’s largest microchip-maker reported a powered-up outlook for 2020 late last week, and its shares rose over 7%.
Securities Lending Report: 1/20/20 – 1/24/20
Morning Express: Jan. 27, 2020
U.S benchmarks gapped lower last night and selling pressure picked up again when Europe opened. In China, the confirmed Coronavirus death toll has topped 80 and the number of confirmed cases is nearing 3000. The two major concerns driving sentiment are the thump to growth figures and the incubation period of the virus. First, we imagine the growth scare is exacerbated in the near-term and smoothed out over the long-term.
Coronavirus Worries Flip Switch from Risk on to Risk Off
The most prominent factor is the concern involving the spread of the Wuhan coronavirus, which is showing up in more countries and is fostering some fear in the market’s mind that it is going to adversely impact economic growth and earnings growth.
3 Microsoft-Heavy ETFs To Watch Ahead Of Earnings
In what will be a brisk week of earnings reports from the always widely watched technology sector, the largest sector weight in the S&P 500, MSFT is one of the names stepping into the earnings confessional.
UK Data Slam; BoE Rate-Alert Special
Weekly Corporate Highlights Jan. 27 – Jan. 31, 2020
Staying on top of corporate events is critical for any investment firm. Here are the selected events from Wall Street Horizon impacting the most widely held securities scheduled for this week. Mon 1/27/2020 – General Electric Co. (GE): Pay date for Quarterly dividend of $0.010; Royal Bank of Canada (RY): Record date for Quarterly dividend of CAD 1.050
UK Sparks: AstraZeneca Sells Hypertension drugs for $390m
AstraZeneca is selling the global commercial rights to five branded pharmaceutical products to Atnahs Pharma, a specialty pharmaceutical business majority-owned by funds advised by Triton Partners, for up to $390m. Included in the deal are beta-blockers Inderal and Tenormin, plus Tenoretic, which is used to treat high blood pressure, and hypertension drugs Zestril and Zestoretic.
Soybean (ZS) Retraces Nearly All of December Bounce
Update on the Fed’s Balance Sheet
How Europe’s Tech Sector is Hiding in Plain Sight
Europe does have cutting edge tech companies that are crucial not only to the functioning of our existing devices (such as smartphones) but also to the development of new technologies in the automotive sector and the internet of things.
ECB Meeting: One for the Specialists
The ECB meeting on January 23 concluded as expected: Rates were left unchanged, and the bank’s press statement was also mostly unchanged from the previous one, save for some upside tweaks to the language on growth and inflation.
On My Mind: Oops! They QE’d Again
Three Stocks That Could Surprise During Earnings Season
9 Winners Managing ESG Risk
As ESG considerations grow in importance, companies that can successfully adapt should benefit more than those that don’t. As such, our analysts are looking at their respective industries through the lens of ESG risk.
The Recession That Never Was…
Bitcoin Has Its Best Start to a Year Since 2012 as Market Banks On Institutional Investors
3 Trends to Watch in The Chinese New Year
Whirlpool Data Signals Growth Plans in Wake of US-China Trade Deal
Whirlpool ($NYSE:WHR) has a new CEO, who’s got the sense to admit that A) the Trade War didn’t help Whirlpool, and B) it was forced to pass price increases along to consumers.