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PVH Corporation’s Stock Jumps after Its Solid 1Q17 Results

Phillips-Van Heusen Corporation (PVH) reported its 1Q17 results after the market closed on May 25, 2017. The company delivered beats on its top and bottom lines.

BBY-stock-price-1
Best Buy’s Stock Was Soaring, and Here's Why

Best Buy’s (BBY) stock surged 21.5% on May 25 in reaction to the company’s strong fiscal 1Q18 results and upgraded outlook.

COST-Share-Price-1
Costco Tops Estimates: Will Stock Move Even Higher?

Costco Wholesale (COST) posted better-than-expected fiscal 3Q17 results after the market closed on May 25, 2017. COST stock rose ~2.0% after hours.

Asian
Pre-Market Report: Mixed Global Sentiment amid Oil Sell-Off

Weakness in the energy sector along with the rising yen weighed on Japan’s Nikkei index. On May 26, Nikkei closed at 19,686.84 with a fall of 0.64%.

RECENT RESEARCH

2013.03.27 - Five Year Real Interest Rate
Continued decline in real interest rates is positive for commodity prices

Real interest rates are at historic lows and have generally trended downward since YE2012, resulting in a positive catalyst for commodity prices.

2013.03.27 - US Crude Inventories
Crude inventories up more than expected, but prices still rose on refinery utilization data

Oil prices moved up on the day on increased refinery runs despite a larger than expected build in crude inventories.

2013.03.27 - China Export Growth YoY
Another strong China export number bullish for oil prices and stocks

China experienced strong export growth in February, which signals growth in the Chinese economy and therefore oil demand.

2013.03.27 - US Industrial Production
US industrial production exceeded expectations in bullish report for economy and oil

A bullish report from the Fed on US Industrial Production was a positive signal for the US economy and therefore oil prices.

2013.03.27 - Propane Prices
Slightly higher propane prices could mute demand and erode distributors’ margins

Propane prices rose last week which theoretically hurts propane distributors by reducing demand. However, this was likely nullified by colder weather last week that drove increased demand for propane by home heating customers and was probably the driver of the price increase.

2013.03.27 - BAML HY Bond Index Yields
Yield on high yield index continues compression, positive for HY energy names needing funds

Lower yields on high yield energy bonds this month were a positive catalyst for high yield names needing debt funding in the near future.

2013.03.27 - WTI-Midland Differential ST
Midland traded above WTI in mid-March, two crudes near par now benefitting Permian producers

Midland crude has closed the spread to WTI since the beginning of the year, and even briefly traded at a slight premium to WTI in mid-March. These price movements are beneficial to Permian-based producers.

Global M&A 03.27.2013
U.S. merger and acquisition activity carrying the load with a decline in Asia

U.S. mergers and acquisition (M&A) activity in February is picking up the slack from inactivity in Asia. European mergers were steady in February as they have been throughout 2013. Total…

Corporate bond underwriting 03.27.2013
Global corporate debt issuance declines in February after strong January driven by Europe

Global corporate credit issuance in February declined driven by slack in Europe but was held together by strength in the U.S. With the start of systemic worries in the Euro…

2013.03.26 - WTI-Brent LT
WTI-Brent spread closes to narrowest point since July 2012

Last week, the spread between WTI crude and Brent crude continued to narrow and the difference between the two crudes is now at its lowest point since mid-2012.

2013.03.26 - Natural Gas Inventories
Natural gas inventories draw was less than expected, prices down slightly on the day

This week’s smaller than expected draw on natural gas inventories was bearish for natural gas prices and producers.

Brazil Industry Confidence Survey 2013-03-26
Brazil’s industrial confidence index adjusted up on improved expectations

The monthly growth of the Industrial Confidence Index (ICI) by the Fundação Getulio Vargas was adjusted up by 0.8 percentage points from its preview number last week. Value of ICI and preview…

2013.03.26 - Initial Jobless Claims
Jobless claims figures close to expectations resulting in neutral indicator for oil

Last week initial jobless claim figures were close to expectations, resulting in a neutral short-term indicator for oil prices.

US Leveraged Loan Market 2013-03-25
Leveraged loans fund flows show extremely strong demand

Last week was the eighth week with flows above $900 million. Last week was yet another week of steady strong issuance and increased flows into leveraged loan fund flows. New…

Brazilian Industrial Employment 2013-04-08
Brazil industrial employment stagnates despite production growth

While year over year industrial production recovers in Brazil, employment within the sector has shrunk according to January data. The employment rate is one of the most basic indicators of…

2013.03.26 - Fed Funds Target Rate
Statement from Fed boosted crude oil prices

The Federal Reserve noted that it would continue its asset buying program and maintain a low targeted interest rate which provided support to crude oil prices.

Brazilian Inflation 2013-03-30
Brazilian general price index (IGP-M) eases in March

The IGP-M index published by the FGV1 showed a drop in yearly inflation from 8.3% to 8.1% in March. The index is made up of three components, the producer price index…

Foreign markets 03.26.2013
Foreign markets are less developed relaying the biggest opportunity for C, JPM, and GS

When looking at the size of foreign capital markets as a percentage of gross domestic product (GDP), markets including Brazil, China, and Japan spell the best opportunity for the investment…

Brazilian Service Sector, Seasonally Adjusted 2013-04-01v3
Brazil’s services survey flat between February and March, recovery stagnated?

The Services Confidence Survey (ICS) was flat last month and remains close to, but below, the five year average. Confidence surveys can help gauge the overall sentiment in a specific…

Smart device growth 2 03.26.2013
Smart devices at 1 billion units in ’12, tablets and smart phones to lead future growth

The International Data Corporation (IDC) has just reported that smart device sales, including smart phones, tablets, and portable personal computers (PC), just crossed one billion devices in 2012. The IDC’s…

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