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  • The Longevity Phenomenon: Impact on the World
    Macroeconomic Analysis

    The Longevity Phenomenon: Impact on the World

    The longevity phenomenon has given rise to a unique problem. The world’s population is aging rapidly, which could have a negative impact on productivity and growth rates.

    By Chip Castille
  • The Importance of Rebalancing Your Portfolio
    Macroeconomic Analysis

    The Importance of Rebalancing Your Portfolio

    Rebalancing your portfolio means bringing the portfolio back to the asset allocation levels specified in the financial plan. Not rebalancing can expose you to higher risk.

    By BlackRock
  • Financials

    Rate hike horizon: September’s jobs report was largely positive

    After September’s strong jobs numbers, a Fed rate hike could be on the horizon early next year. Russ explains two equity market implications.

    By Russ Koesterich, CFA
  • uploads///Valuations
    Earnings Report

    AXP’s Valuations Down in 4Q15, Targeted $1 Billion in Savings

    American Express (AXP) expects its full-year 2016 EPS to be between $5.40–$5.70. It looks to return to positive EPS growth in 2016 and is targeting a minimum of $5.60 EPS for 2017.

    By Robert Karr
  • uploads///Moving Average Analysis of the SP  Index
    Fund Managers

    What S&P 500 Index Moving Averages Could Indicate

    The S&P 500 Index is trading 1.2% above its 20-day moving average and 6% above its 100-day moving average.

    By Sarah Sands
  • uploads///IBM Has Recorded  Consecutive Quarters of Declining Revenue
    Company & Industry Overviews

    Why IBM’s Earnings Could Fall Going Forward

    International Business Machines (IBM) reported its 2Q17 results on Tuesday, July 18. The company reported falling quarterly profits and sales yet again.

    By Sanmit Amin
  • Financials

    What key PMI indicators mean for stocks and investors

    Last week, the Institute for Supply Management (or ISM) and Markit both released their reports on the Purchasing Managers Index (or PMI). The ISM’s report gave its strongest reading since February.

    By Phalguni Soni
  • uploads///
    Earnings Report

    Could Yum! Brands’ Margins Increase in 1Q16?

    With positive same-store sales growth expected in all three of YUM’s divisions, analysts are expecting the leverage to improve the company’s margins.

    By Rajiv Nanjapla
  • uploads///US Leads in Corporate Tax Rate Among Developed Economies
    Company & Industry Overviews

    Inside the Market’s View of Corporate Tax Cuts

    Are markets upbeat on potential tax reforms? The markets (SPY) (IVV) surged last week with the announcement of a phenomenal update on the corporate tax cut. The S&P and Nasdaq Comp gained ~2% in the week ended February 10, 2017. The Trump administration’s proposed tax cut is likely to boost the economy, though analysts have […]

    By Mary Sadler
  • uploads///Labor Market Situation in the US
    Macroeconomic Analysis

    Kocherlakota said the FOMC could have done more for labor markets

    In evaluating the FOMC’s performance over the past three years, Kocherlakota mentioned that the unemployment rate fell to 5.6%.

    By David Ashworth
  • Financials

    You should pay particular attention to this valuation metric

    I would pay particular attention to the Shiller P/E Ratio, which is a variation on the Cyclically Adjusted P/E or CAPE. This indicator is worth watching as it has historically correlated with long-term stock market returns.

    By Russ Koesterich, CFA
  • uploads///US equities bull run
    Macroeconomic Analysis

    Rising Stocks: Why It May Not Be Time for the Jitters

    Rising stocks have been buoyed by various factors, including the accommodative monetary policy of the Federal Reserve and robust US corporate earnings.

    By Russ Koesterich, CFA
  • uploads///projections
    Earnings Report

    Becton, Dickinson and Company’s 4Q16 Earnings Estimates

    Wall Street projected a rise in Becton, Dickinson and Company’s (BDX) adjusted net profit margins. The margins are expected to come in at ~$453 million.

    By Sarah Collins
  • uploads///payroll tax
    Financials

    Will We See a Recession within the Next 2 Years?

    In a recent interview, Jim Rogers said, “I’m on record as saying that we’re going to have a recession certainly within a year or two.”

    By Surbhi Jain
  • uploads///PCE
    Macroeconomic Analysis

    Flat Consumer Spending May Cast a Shadow over Department Stores

    According to the BEA, consumer spending remained essentially unchanged despite a 0.3% rise in real disposable income stemming from a higher savings rate.

    By Sirisha Bhogaraju
  • uploads///EPS
    Earnings Report

    Why Carlyle’s 4Q16 Performance Nosedived

    Carlyle Group posted economic net income of $0.02 in 4Q16 on February 8, which was lower than the analyst estimate of $0.41.

    By Robert Karr
  • uploads///The utilites sector is appearing overvalued
    Macroeconomic Analysis

    What Stretched Utility Sector Valuation Means

    Utility sector valuation appears stretched. 2014 was a great year for utilities, which gained 26.62% ex-dividends and were the best-performing sector.

    By Russ Koesterich, CFA
  • uploads///Estimates
    Company & Industry Overviews

    How Will Carlyle Group Perform in 3Q16?

    Carlyle expects EPS of $0.44 in 3Q16. For the full year, analysts have revised earnings expectations up to $1.44 with an implied price-to-earnings of 10.8x.

    By Robert Karr
  • uploads///Graph
    Earnings Report

    How Gilead Sciences’ Gross Margin Outshines Its Peers

    Despite a year-over-year (or YoY) drop in revenues in 2Q16, Gilead Sciences (GILD) managed to earn gross margins of about 92%.

    By Margaret Patrick
  • uploads///Share price and Projection
    Earnings Report

    Baker Hughes’s Management on Its 3Q16 Outlook

    Baker Hughes’s (BHI) management believes that international upstream operations will continue to stay pressured.

    By Alex Chamberlin
  • uploads///INdian TV market
    Company & Industry Overviews

    21st Century Fox’s STAR: A Star in India

    Twenty-First Century Fox (FOXA) owns STAR India, India’s (EPI) largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in seven languages in its portfolio.

    By Shirley Pelts
  • Real Estate

    Why the housing market impacts consumption and equity investors

    This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.

    By Marc Wiersum, MBA
  • Financials

    US and China avoid contentious issues at the APEC meeting

    Both China and the US decided to steer clear of more contentious issues at the meeting. Accordingly, the disputes over Hong Kong and cyber space were not even brought up.

    By Surbhi Jain
  • uploads///Pfizer revenues
    Company & Industry Overviews

    How Did Pfizer Perform in 3Q17?

    In 3Q17, Pfizer (PFE) generated revenues of $13.2 billion, an increase of ~1% on a year-over-year (or YoY) basis and a 1% increase on a quarter-over-quarter basis.

    By Daniel Collins
  • uploads///Federal Surplus or Deficit as Percent of Gross Domestic Product
    Miscellaneous

    Economists Disagree with Trump’s Fiscal and Trade Deficit Views

    Donald Trump has been vociferous about cutting taxes. He intends to reduce the current seven tax brackets to three.

    By David Ashworth
  • uploads///Treasury yields continue to be on the lower side
    Macroeconomic Analysis

    Why wage growth could cause rates to rise

    Wage growth could cause rates to rise. A hike in wage rates could boost consumption and encourage individuals outside the labor force to join. This will increase disposable income.

    By Russ Koesterich, CFA
  • uploads///GDP Growth in the Eurozone Is Steady
    Macroeconomic Analysis

    Developed Markets Offer Value after the Rout

    Developed markets are offering value. The Eurozone has come out of the recession and is seeing some green shoots of growth.

    By Russ Koesterich, CFA
  • Financials

    Why investor sentiment can show overvaluation in US markets

    While valuation is important, investors should also pay attention to sentiment. The goal is to gauge how – to steal a phrase – “irrationally exuberant” investors have become.

    By Russ Koesterich, CFA
  • Energy & Utilities

    Why monetary policy’s still abnormal as the FOMC nears its target

    While addressing the Tennessee Bankers Association’s annual meeting in Palm Beach, Florida, on June 9, 2014, James Bullard explained how the FOMC is moving closer to its target while monetary policy still maintains a distance from its objective.

    By Surbhi Jain
  • uploads///Patience
    Macroeconomic Analysis

    The Federal Reserve’s patience: Is it here to stay?

    The January 2015 meeting minutes showed that several policymakers weren’t in favor of dropping “patience.” Changing the language is a big deal.

    By David Ashworth
  • Are Tougher Days ahead for Global Equities?
    Real Insights

    Are Tougher Days ahead for Global Equities?

    The IMF revealed that emerging Asia is expected to grow ~6.5% in 2018 and 2019.

    By VanEck
  • Financials

    Will consumer spending affect the yield curve and Fed funds rate?

    The Bureau of Economic Analysis will release its personal income and outlays report for March on Thursday, May 1. The report measures individuals’ income and expenditure levels.

    By Phalguni Soni
  • uploads///Turn to minimum volatility funds for safety
    Macroeconomic Analysis

    Minimum-Volatility Funds Provide Cushion During Downturns

    Minimum-volatility funds provide cushion during high volatility. These funds invest in low beta stocks and sectors that weather periods of volatility.

    By Amy Belew
  • uploads///acaafadedbfbbefafefaad
    Earnings Report

    Why Did Time Warner Stock Fall after Earnings Release?

    On February 10, 2016, Time Warner (TWX) reported its 4Q15 and fiscal 2015 earnings. The company reported revenues of $7.1 billion in 4Q15, a decline of 6% year-over-year.

    By Shirley Pelts
  • uploads///image
    Miscellaneous

    Why Energy Could Spell Worry for Wall Street Bulls

    US crude oil (USO) (USL) April futures fell 6.3% between March 2, 2017, and March 9, 2017. The fall in XLE corresponded with weakness in crude oil prices.

    By Rabindra Samanta
  • uploads///Month over Month Change in Retail Sales
    Macroeconomic Analysis

    Advance retail sales for December 2014 were disappointing

    Markets were disappointed by the weak retail sales report. Estimates for advance retail sales were $442.9 billion in December 2014.

    By David Ashworth
  • uploads///Amazons revenue growth
    Consumer

    Why Amazon’s 2Q16 Top Line Remained Strong

    Amazon’s top line increased by 31.1% YoY to $30.4 billion in 2Q16 on account of healthy e-commerce sales driven by Amazon Prime membership growth.

    By Amit Singh
  • uploads///Transport Stocks Have Seen a Multiple Contraction in
    Macroeconomic Analysis

    What Has Caused the Correction in Transportation Stocks?

    DJTI’s price-to-earnings ratio climbed from 15.7x at the start of 2013 to 20.2x at the end of 2014. This year, transportation stocks (IYT) have taken a hit, leading to multiple contractions.

    By Russ Koesterich, CFA
  • uploads///Telecom Expected Transformation and Program Costs FQ to FQ
    Company & Industry Overviews

    Why Is Sprint Cutting Jobs?

    According to Sprint, it has planned to rationalize annual costs by at least $2 billion from fiscal 2016.

    By Ray Sheffer
  • Financials

    Must-know: Why volatility is likely to tick up in September 2014

    While volatility fell over the course of August, the VIX’s daily average for last month was approximately 15% higher than its average over the previous three months.

    By Russ Koesterich, CFA
  • Financials

    Must-know: Market’s reception of the Fed’s July FOMC statement

    Treasury yields on the long-end of the curve, were down since the conclusion of the Fed’s last FOMC meeting on June 18—30-year and ten-year Treasury yields had fallen by 12 bps and three basis points (or bps), respectively over the period June 18 to July 30.

    By Phalguni Soni
  • uploads///REVENUE ESTIMATES
    Earnings Report

    Analysts Expect Medtronic’s Revenue to Rise 4% in Fiscal 4Q17

    Wall Street analysts expect Medtronic’s (MDT) revenue to be ~$7.9 billion in fiscal 4Q17, a rise of ~4% compared to its fiscal 4Q16 revenue of $7.6 billion.

    By Sarah Collins
  • uploads/// Global Growth
    Company & Industry Overviews

    What Are the Rate Hike Implications for Emerging Markets?

    An interest rate hike in the United States (IVV) is likely to pose a huge challenge to emerging markets.

    By Richard Turnill
  • Energy & Utilities

    Part 6: Mid Cap Growth MLP, Mark West Energy Partners—overbought?

    MLP’s—have retail investors gone too far? The below graph of Mark West Energy Partners, MWE, reflects exceptional growth against the S&P 400 mid cap index as well as the Morningstar mid cap growth index. This mid cap Master limited Partnership, MLP, has certainly ridden the MLP bull market. Despite the challenges faced by Chesapeake Energy, […]

    By Marc Wiersum, MBA
  • uploads///Graph
    Company & Industry Overviews

    What Could Expand Keytruda’s Revenues?

    In addition to the US market, Merck’s (MRK) Keytruda has been approved in more than 50 international markets for metastatic melanoma.

    By Margaret Patrick
  • uploads///borrowed funds fueled rise in stocks
    Macroeconomic Analysis

    Why a Chinese Market Slump Won’t Affect the Economy

    The Chinese market slump is not likely to dampen consumer spending or affect the economy. Stocks make up a mere 15% of Chinese household financial assets.

    By Russ Koesterich, CFA
  • uploads///Job creation has been robust in the US
    Macroeconomic Analysis

    Why An Improving Economy Is Good For The Dollar

    This article discusses the ways in which an improving economy is good for the dollar.

    By Amy Belew
  • uploads///Balance sheet
    Company & Industry Overviews

    MasterCard’s Leverage Is Comfortable for Expansion, Acquisitions

    MasterCard (MA) has debt of $3.3 billion with a total balance sheet of $15.9 billion as of March 31, 2016. This compares to $16.2 billion in 4Q15.

    By Robert Karr
  • uploads///market rebound has led to lesser volatility
    Company & Industry Overviews

    Market Rebound Causes Stretched Valuations

    A market rebound of more than 12% from the depths seen in October has left investor sentiment buoyant.

    By Russ Koesterich, CFA
  • uploads///Graph
    Earnings Report

    Analysts Expect Biogen’s Net Profit Margins to Rise in 3Q15

    Biogen’s (BIIB) 3Q15 earnings results will be announced on October 21, 2015. Analysts expect that the company will report lower net profit margins as compared to 2Q15.

    By Margaret Patrick
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