- Three tech companies - Google, Amazon, and Microsoft - reported strong earnings which led to a $100 billion increase in their combined market capitalization.
- The document discusses speculative valuations and bubbles in certain sectors like tech, pharmaceuticals, and biotech that have been fueled by low interest rates and stimulus seeking growth.
- Both oil and natural gas prices declined during the week as inventories rose more than expected and demand remains weak despite stimulus measures.
Yield differentials and US retail sales key this weekRichard Perry
After a few weeks of recovery on the dollar there are now a few question marks over the longevity of the rebound. Economic data and yield differentials are playing a big role again. We consider the outlook for forex, equities and commodities this week.
Yield differentials and US retail sales key this weekRichard Perry
After a few weeks of recovery on the dollar there are now a few question marks over the longevity of the rebound. Economic data and yield differentials are playing a big role again. We consider the outlook for forex, equities and commodities this week.
This report details performance, investment themes, and position changes to the Seton Hall University Student Managed Investment Fund Portfolio thru May 2018.
I wanted to pass along our 4th quarter Economic Insights piece that we have just put together. This is a 15 page chart book that reviews market performance and looks at the various events that will impact the markets in the coming months. Of particular note, I think you will find the correlation of the markets and the U.S. election interesting (page 8). We also point out a number of themes (on pages 4-5) that could affect all of our client portfolios. As always, we use a lot of graphs and pictures to try and paint a simple story.
China and expectations over a Fed rate hike continue to dominate trading sent...Hantec Markets
The build up to Non-farm Payrolls is always much hyped and as we get ever closer to the point of which a rate hike could be announced, the focus on tier one US economic data is magnified even more. On the headline figure 215,000 jobs added with an upward revision of last month to 231,000 is solid if a little unspectacular. Unemployment remains at 5.3% just above the 5.0%/5.2% that the Fed deems to be “full employment”. All fine so far. However, the average hourly earnings fell to 2.1% on the yearly data which remains stubbornly low.
UK assets have been given a significant shot in the arm as the General Election confounded all expectations of the pollsters and returned a Conservative majority government. Broadly speaking this was considered to be the best case scenario for traders and investors with the Tories considered to be the most pro-business, pro-market and pro-wealth creation.
Will this risk rally be derailed in March?Hantec Markets
In the coming weeks, a raft of key central bank decisions could be set to drive significant volatility across the forex, bonds and equity markets alike
Energy Industry Report: Energy Perspectives - January 2015Duff & Phelps
This edition of Energy Perspectives provides a recap of industry activity in 2014. Despite fairly consistent falling crude oil prices over the past six months, the industry experienced a record number of oilfield (OFS) M&A transactions for the fourth year in a row, achieving 329 announced transactions in 2014. For more detail on recent OFS trends, public comps and deal activity, read the report.
Quarterly analyst themes of oil and gas earningsEY
As it almost always is, oil and gas profitability was driven by crude oil, refined product and natural gas market conditions in Q2 2019. Oil prices seesawed, rising steadily during the first half of the quarter, falling during most of the second half of the quarter, before rising again at the end.
This report details performance, investment themes, and position changes to the Seton Hall University Student Managed Investment Fund Portfolio thru May 2018.
I wanted to pass along our 4th quarter Economic Insights piece that we have just put together. This is a 15 page chart book that reviews market performance and looks at the various events that will impact the markets in the coming months. Of particular note, I think you will find the correlation of the markets and the U.S. election interesting (page 8). We also point out a number of themes (on pages 4-5) that could affect all of our client portfolios. As always, we use a lot of graphs and pictures to try and paint a simple story.
China and expectations over a Fed rate hike continue to dominate trading sent...Hantec Markets
The build up to Non-farm Payrolls is always much hyped and as we get ever closer to the point of which a rate hike could be announced, the focus on tier one US economic data is magnified even more. On the headline figure 215,000 jobs added with an upward revision of last month to 231,000 is solid if a little unspectacular. Unemployment remains at 5.3% just above the 5.0%/5.2% that the Fed deems to be “full employment”. All fine so far. However, the average hourly earnings fell to 2.1% on the yearly data which remains stubbornly low.
UK assets have been given a significant shot in the arm as the General Election confounded all expectations of the pollsters and returned a Conservative majority government. Broadly speaking this was considered to be the best case scenario for traders and investors with the Tories considered to be the most pro-business, pro-market and pro-wealth creation.
Will this risk rally be derailed in March?Hantec Markets
In the coming weeks, a raft of key central bank decisions could be set to drive significant volatility across the forex, bonds and equity markets alike
Energy Industry Report: Energy Perspectives - January 2015Duff & Phelps
This edition of Energy Perspectives provides a recap of industry activity in 2014. Despite fairly consistent falling crude oil prices over the past six months, the industry experienced a record number of oilfield (OFS) M&A transactions for the fourth year in a row, achieving 329 announced transactions in 2014. For more detail on recent OFS trends, public comps and deal activity, read the report.
Quarterly analyst themes of oil and gas earningsEY
As it almost always is, oil and gas profitability was driven by crude oil, refined product and natural gas market conditions in Q2 2019. Oil prices seesawed, rising steadily during the first half of the quarter, falling during most of the second half of the quarter, before rising again at the end.
Tyrosine-protein kinase that plays an essential role as cell surface receptor for neuregulins and EGF family members and regulates development of the heart, the central nervous system and the mammary gland, gene transcription, cell proliferation, differentiation, migration and apoptosis. Required for normal cardiac muscle differentiation during embryonic development, and for postnatal cardiomyocyte proliferation. Required for normal development of the embryonic central nervous system, especially for normal neural crest cell migration and normal axon guidance. Required for mammary gland differentiation, induction of milk proteins and lactation. Acts as cell-surface receptor for the neuregulins NRG1, NRG2, NRG3 and NRG4 and the EGF family members BTC, EREG and HBEGF. Ligand binding triggers receptor dimerization and autophosphorylation at specific tyrosine residues that then serve as binding sites for scaffold proteins and effectors. Ligand specificity and signaling is modulated by alternative splicing, proteolytic processing, and by the formation of heterodimers with other ERBB family members, thereby creating multiple combinations of intracellular phosphotyrosines that trigger ligand- and context-specific cellular responses. Mediates phosphorylation of SHC1 and activation of the MAP kinases MAPK1/ERK2 and MAPK3/ERK1. Isoform JM-A CYT-1 and isoform JM-B CYT-1 phosphorylate PIK3R1, leading to the activation of phosphatidylinositol 3-kinase and AKT1 and protect cells against apoptosis. Isoform JM-A CYT-1 and isoform JM-B CYT-1 mediate reorganization of the actin cytoskeleton and promote cell migration in response to NRG1. Isoform JM-A CYT-2 and isoform JM-B CYT-2 lack the phosphotyrosine that mediates interaction with PIK3R1, and hence do not phosphorylate PIK3R1, do not protect cells against apoptosis, and do not promote reorganization of the actin cytoskeleton and cell migration. Proteolytic processing of isoform JM-A CYT-1 and isoform JM-A CYT-2 gives rise to the corresponding soluble intracellular domains (4ICD) that translocate to the nucleus, promote nuclear import of STAT5A, activation of STAT5A, mammary epithelium differentiation, cell proliferation and activation of gene expression. The ERBB4 soluble intracellular domains (4ICD) colocalize with STAT5A at the CSN2 promoter to regulate transcription of milk proteins during lactation. The ERBB4 soluble intracellular domains can also translocate to mitochondria and promote apoptosis.
To purchase this antibody, use the following link: http://www.stjohnslabs.com/erbb4?filter_name=STJ27886
I’m in Love Project – Tim Murphey
Short Summary for CUE/TED sigs Forum 11 a.m Oct 26 -- 5 min presentation
I am mixing stories with activism as I wish to excite the audience into action. I will briefly describe and sing some short songs and then challenge the audience to sing with me and to enact Cuddy’s power posing and telling the world “I’m in love.” In love does not have to be with someone but could be with life, or teaching, or soccer. There are so many things one could love. Time allowing I will explain new findings about love, power posing, and daring to be brave. Finally I will be challenging the audience to let others know that they are in “love” with some video homework.
The US shale oil revolution is a classic example of high prices and technological innovation spurring previously unimaginable increases in production. But can the boom continue despite the drop in global prices, driven by further technological development, or are we set to see some unravelling as margins evaporate?
« Market Perspectives » est notre revue mensuelle des marchés. Elle présente de la façon la plus synthétique possible :
- notre analyse des principaux faits marquants et indicateurs macro susceptibles de dessiner les marchés sur le mois.
- notre vision sur les différentes classes d’actifs
Cette revue sera continument enrichie avec nos indicateurs quantitatifs.
La plupart de nos analyses sont disponibles sur www.finlightresearch.com
Our monthly publication “Market Perspectives” presents a synthetic view of all the asset classes we cover.
The report is composed of six sections covering Macro, Equities, FI & credit, FX, Commodities and Alternatives.
Each section is preceded by a summary of our views on the related asset class.
Most of our publications are available on our web site www.finlightresearch.com
The U.S. Tech sector’s new record high has brought back memories of the dot-com bubble. But unlike then,
today’s Tech sector is not propped up by fanciful talk. It’s led by companies that are truly transforming the
economy and our lives.
EY Price Point: global oil and gas market outlookEY
The theme for this quarter is reprieve. Crude prices rose steadily throughout 1Q19 as OPEC+ reigned in production to counteract the impact of North American production growth. What lies ahead is uncertain, but downward pressures loom over the marketplace.
Has the Stock Market Sell-Off Ended.pptxAlpesh Patel
A brutal 2022 continues as the S&P 500 continues to face downward pressure. But is the stock market sell-off over, or is there more pain to come?
The market began the year overpriced by many measures like the P/E ratio. Once the fiscal and monetary stimulus was reined in and the Fed announced an interest rate hike to counter rampant inflation, things were always going to be challenging.
Additionally, fears are growing about the US and global economy. High-interest rates make future Tech stock profits less appealing, while retailers are hurting because of supply-chain problems. Even Energy stocks have taken a slight dip.