…only boost US economy, but will give a jolt to the world economy as well. 3) Positive that there is a solution, reform momentum on tax is strong regardless of political affiliation. There is a road out of the quagmire. 3) Question is: why when most other issues are getting leak...
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… spirits.” Animal spirits begin as hope, turn into enthusiasm, and ultimately need visible action to keep the spirited momentum going. After all, economics is a behavioral science. It is our view that we are breaking from the era of secular stagnation and heading into fiscal ref...
…s is adding fuel to equity markets against a backdrop of rather subdued macro drivers, maintaining a positive-near term momentum. The reporting season is also helping with US companies beating so far by 2% the bottom up analysts’ estimates at the beginning of the year. ° Our rec...
… international community works together to meet a shared threat, progress is possible. We remain confident that if this momentum is sustained, a world where fewer nations possess these ultimate tools of destruction is within our grasp. The writer is national security adviser to...
…eagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referendum anxiety„ for now." Renzi is now widely expected to...
… weapons that drives the price of automated anonymous assassination toward zero will be very hard to stop once it gains momentum. The second goal would require reversing the current trend in some Western countries where sectors of the population are getting poorer in absolute ter...
…r the US oils. Along with the tailwind from renewed OPEC support for oil prices, we view the broader energy sector as a momentum play in the early part of 2017 where stock specific catalysts can re-emerge to differentiate relative performance within the large cap US oils. We view...
In other words, 2Q17 marks the low point in oil and gas production, with momentum accelerating in 2H17 to kick start a multi-year period of growth. Chart 1: Hess production outlook: inflection point from 2Q17 600 500 400 300 200 100 1Q16A 2016 4Q17E 3Q18E 2Q19F 1Q20E 2020...
…dividend yield of 5.1% in 2017E, an attractive valuation of 0.79x 2017e TNAV, solid capital position and has strong EPS momentum. ° Our EPS (2017 and 2018) is 10% above consensus with further upside from CIB, Russia recovery and Corporate Center ° Stronger capital position allo...
…-16 Jul-16 Sep-16 Nov-16 Source: BofA Merrill Lynch Global Research, Bloomberg Technical: constructive Daily overbought momentum (RSI) is overall a positive for USD/JPY’s uptrend. Overbought conditions can persist longer in uptrends, but at some point this could 2 Japan Macro Wat...
…pinion and perpetual static it is difficult to get the message over. I accept that. But the big messages have their own momentum. If we get the story of transition right then other things will find their place. "Our problem is what I call shooting-star policies. We have a policy...
…loomberg Notable Rates and FX Research * Global Rates & Currencies 2016 Year Ahead, 23 November 2015 * USD/MXN builds momentum, FX Quant Trader, 19 Sep 2016 * Central banks still the only game in town, Global Rates and FX Weekly, 15 Sep 2016 * Land of the rising bond yield, US...
…ptimistic. After a rotten 2009, record-breaking February sales apparently signified a return to business as normal, but momentum slowed in the summer with some shows falling significantly short. “People got carried away with the rebound earlier in the year and sellers got a littl...
…ptimistic. After a rotten 2009, record-breaking February sales apparently signified a return to business as normal, but momentum slowed in the summer with some shows falling significantly short. “People got carried away with the rebound earlier in the year and sellers got a litt...
… in major regions still deteriorating, we keep our underweight in Industrials. We have concerns over weak manufacturing momentum leading to increased earnings revisions. ¢ The earnings outlook for US and Asian Financials is solid. We are neutral globally on Financials. While the...