Is the Market in the Process of Bottoming Out?
Why FinTech is Thriving in Emerging Markets
Navigating the Collapsing Oil Market
Economic Fallout: Here Comes Congress!
The massive U.S. stimulus bill that President Trump signed last week is designed to help individuals and businesses facing disruption caused by the coronavirus. However, Congress may have to do more in the months ahead.
The Immune System
In a recent report, investment banking giant Goldman Sachs picked a handful of stocks that should vaccinate investors against the coronavirus pandemic – and even some that could help them come out stronger.
Sifting Through The Industrials
The Impact of The Coronavirus on Dividends
As UK banks temporarily suspend all dividend payments, we discuss the effect coronavirus could have on a vital source of income for investors.
A Global Pandemic Reflected in Economic Data
Q2 reports on consumer spending, GDP will be the first real signs of the coronavirus economic toll. Upcoming Q1 earnings will not tell the entire story due to a strong period to begin the year.
The CARES Act: Fighting the Coronavirus Pandemic and Supporting the Economy
Bold action to support the U.S. economy has arrived in the form of the Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act. This massive, roughly US$2 trillion stimulus, which was signed into law on March 27, is the largest economic relief effort in modern American history.
UK Sparks: Banks Scrap Dividends After Pressure From PRA
Britain’s largest banks HSBC Holdings, Barclays, Lloyds Banking Group, Royal Bank of Scotland and Standard Chartered have scrapped dividend payments after pressure from the Bank of England’s Prudential Regulation Authority to preserve capital. The banks have agreed to cancel remaining payouts for 2019, not pay any other dividends this year and suspend any share buyback programmes. Barclays chairman Nigel Higgins says: “These are difficult decisions, not least in terms of the immediate impact they will have on shareholders. The bank has a strong capital base, but we think it is right and prudent, for the many businesses and people that we support, to take these steps now.”
GUOSEN Closing Bell (April 1)
Chart Advisor: Worries Prolong
What a Quarter!
Zoom Shares Drop As New York Attorney General Looks Into Company’s Privacy, Security Practices
The shares of Zoom Video Communications ZM 3.85% dropped 6.14% lower at Monday’s close compared to the day’s open at $160.76.The drop came as the New York Times reported that the office of the New York Attorney General is probing the company’s data privacy and security practices.
PMIs Rebound: Bringing Both Optimism and Caution
This is a massive uptick versus analyst expectations. PMIs are calculated on a month to month basis which helps explain the jump. The National Bureau of Statistics compiles the “official” PMI by surveying several thousand large and mid sized companies, many of which are State Owned Enterprises.
Where Do Stocks and Bonds Go From Here?
Members of Invesco’s Global Market Strategy (GMS) team in Hong Kong, Italy, London, Tokyo and New York shared their on-the-ground insights of the fight against coronavirus from a health care, monetary, and fiscal perspective.
Securities Lending Report: 3/23/20 – 3/27/20
Chart of the Week – Johnson & Johnson (JNJ)
That Awkward Moment
As if it wasn’t mortifying enough that EasyJet had to ground its entire coronavirus-anchored fleet on Monday: the UK airline’s biggest shareholder now wants it to back out of an almost $6 billion deal too.
Amid the Carnage, Signs of Life
The U.S. Week Ahead (Mar 30-April 3): Jobs Under Siege
Morning Express: March 31, 2020
U.S benchmarks surged higher yesterday and into today’s quarter-end. A largely accepted catalyst for the strength that began last week was quarterly rebalancing.