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
Best Ideas 2020: ICU Medical Inc. (ICUI)
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.
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.
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 $0.010; Royal Bank of Canada (RY): Record date for Quarterly dividend of CAD 1.050
January 27, 2020
Technical Analysis Heading into Monday’s Open: Jan. 27, 2020
Update on the Fed’s Balance Sheet
ESG: To Tree or Not to Tree? Focusing-In on Forest Management
On My Mind: Oops! They QE’d Again
Three Stocks That Could Surprise During Earnings Season
9 Winners Managing ESG Risk
As ESG considerations grow in importance, companies that can successfully adapt should benefit more than those that don’t. As such, our analysts are looking at their respective industries through the lens of ESG risk.
The Recession That Never Was…
Bitcoin Has Its Best Start to a Year Since 2012 as Market Banks On Institutional Investors
Will US Home Sales Continue to Surge Higher?
Whirlpool Data Signals Growth Plans in Wake of US-China Trade Deal
Whirlpool ($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.
Grain Express: Jan. 24, 2020
Corn futures caught a bid yesterday on some good export news, sales of 255,224 metric tons to Guatemala and Unknown (presumably South Korea) were reported. Export sales this morning came in at 1,006,900 metric tons, 28% higher than last week and 92% above the 4-week average.