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Earnings season for the second quarter comes to a close with newly public companies such as Coinbase Global (ticker: $COIN) and DoorDash (ticker: $DASH) reporting quarterly results this week. Inflation is in spotlight again as April's inflation rate data comes out this Friday from the U.S. Bureau of Economic Analysis (BEA).
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Weekly Recap: May 8th 2021
For the week ending May 8th - the S&P 500 increased by 1.2%, the NASDAQ declined by 1.5% and the Dow Jones Industrial Average increased by 2.7%. The 10-year U.S. Treasury Yield Rate hovered around 1.60% through Friday, May 8th.
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Week Ahead May 3rd 2021
Second quarter earnings season continues with major companies such as General Motors (ticker: $GM) and Pfizer (ticker: $PFE) reporting this week. Ridesharing giants Uber (ticker: $UBER) and Lyft (ticker: $LYFT) will be in spotlight this week as investors will closely look for signs of post-pandemic transportation trends in their quarterly performance data. The week ends with release of April 2021 Jobs Report which will shed light on employment situation in United States one year after the COVID-19 pandemic.
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Weekly Recap May 1st 2021
For the week ending May 1st 2021 - the S&P 500 remained unchanged, the NASDAQ declined by 0.4% and the Dow Jones Industrial Average declined by 0.5%. The 10-year U.S. Treasury Yield Rate rose again to 1.65% through Friday, April 30th. COVID-19 situation in India has worsened, daily case count has crossed 400,000 on Saturday, May 1st, in the second wave of the pandemic in the nation.
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Weekly Recap: May 8th 2021
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3 days ago
For the week ending May 8th - the S&P 500 increased by 1.2%, the NASDAQ declined by 1.5% and the Dow Jones Industrial Average increased by 2.7%. The 10-year U.S. Treasury Yield Rate hovered around 1.60% through Friday, May 8th.
Week Ahead May 3rd 2021
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8 days ago
Second quarter earnings season continues with major companies such as General Motors (ticker: $GM) and Pfizer (ticker: $PFE) reporting this week. Ridesharing giants Uber (ticker: $UBER) and Lyft (ticker: $LYFT) will be in spotlight this week as investors will closely look for signs of post-pandemic transportation trends in their quarterly performance data. The week ends with release of April 2021 Jobs Report which will shed light on employment situation in United States one year after the COVID-19 pandemic.
Weekly Recap May 1st 2021
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10 days ago
For the week ending May 1st 2021 - the S&P 500 remained unchanged, the NASDAQ declined by 0.4% and the Dow Jones Industrial Average declined by 0.5%. The 10-year U.S. Treasury Yield Rate rose again to 1.65% through Friday, April 30th. COVID-19 situation in India has worsened, daily case count has crossed 400,000 on Saturday, May 1st, in the second wave of the pandemic in the nation.
Week Ahead 26th April 2021
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15 days ago
Major companies such as Amazon (ticker: $AMZN​), Tesla (ticker: $TSLA​), Microsoft (ticker: $MSFT​) among others report their quarterly results in a week packed full of earnings announcements. Industries in spotlight include - consumer staples, semiconductors, internet software and electric vehicles.
Weekly Recap April 24th 2021
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17 days ago
For the week ending April 10th - the S&P 500 declined by 0.1%, the NASDAQ declined by 0.4% and the Dow Jones Industrial Average declined by 0.5%. The 10-year U.S. Treasury Yield Rate decreased to 1.58% through Friday, April 23rd.
Weekly Recap: April 17th 2021
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24 days ago
For the week ending April 17th - the S&P 500 increased by 1.4%, the NASDAQ increased by 1.1% and the Dow Jones Industrial Average increased by 1.2%. The S&P 500 index and the Dow Jones Industrial Average both reached new all time-highs once again this week. Notably, the 10-year U.S. Treasury Yield Rate decreased to 1.59% through Friday, April 16th.
Week Ahead: April 12th 2021
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a month ago
Second quarter earnings season begins this week with major financial services companies reporting this week. On last Saturday, April 10th, Alibaba Group announced it was fined a record $2.8 billion by the State Administration for Market Regulation (SAMR) of China for breaking Anti-Monopoly Law. Investors may positively react to this news early this week as there are no further repercussions expected from Chinese government.
Weekly Recap: April 10th 2021
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a month ago
For the week ending April 10th - the S&P 500 increased by 2.7%, the NASDAQ increased by 2.6% and the Dow Jones Industrial Average increased by 2.0%. The S&P 500 index and the Dow Jones Industrial Average both reached new all time-highs. 10-year U.S. Treasury Yield Rate hovered around 1.70% through Friday, April 9th.
Software FCF Margin: Who Has Been Over-Earning?
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a month ago
Analysis of which software companies are showing elevated FCF Margins due to deferred revenue benefits versus which ones truly have the cost structure to generate attractive FCF margins.
Highlights - Bank of America Global Automotive Summit
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a month ago
BofA Securities held its 2021 Global Automotive Summit from March 30th to April 1st, 2021. Participants included public and private companies from across the auto supply chain including suppliers (BorgWarner, Lear, Dana, American Axle), OEMs (General Motors, Ford), providers of autonomous vehicle tech (Aptiv, Ambarella, Velodyne Lidar), as well as wholesale/retail distributors (Sonic EVAutomotive, KAR Auction Services) among others.
Week Ahead: April 5th 2021
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a month ago
The U.S. Bureau of Labor Statistics released Non-farm Payroll Jobs Report for March 2021 last Friday, April 2nd, and it was very positive. According to the report, the U.S. economy added 916,000 jobs during this March. Stock market was closed on Friday due to Good Friday, so markets participants are expected to positively react to the report this week.
Weekly Recap: April 3rd 2021
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a month ago
For the week ending April 3rd - the S&P 500 increased by 1.1%, the NASDAQ increased by 2.6% and the Dow Jones Industrial Average increased by 0.2%. The S&P 500 index crossed the 4,000 mark for the first time ever on Thursday, April 1st. 10-year U.S. Treasury Yield Rate stayed around 1.72% through Friday, April 2nd. The week ended early in the stock market due to Good Friday holiday on April 2nd.
Week Ahead: March 29th 2021
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a month ago
Over the weekend, multiple news outlets confirmed that crash in U.S. media stocks - ViacomCBS (ticker: $VIAC) and Discovery (ticker: $DISCA) as well as in Chinese Ed-tech company GSX Techedu (ticker: $GSX) was caused by forced liquidation at Bill Hwang's Archegos Capital.
Stock Market Update: Hwang'ing On By A Thread
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a month ago
Markets were roiled Friday, after large blocks of stock were offered by Goldman Sachs and Morgan Stanley with rumors of a fund blow-up and additional large blocks needing to find a home. Reports over the weekend put the blame on a little know family office named Archegos Capital Management, run by ex Tiger Cub portfolio manager, Bill Hwang.
Week Ahead March 22nd 2021
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2 months ago
Federal Reserve Chairman Jerome Powell is testifying on CARES Act before U.S. House of Representatives Financial Services Committee on Tuesday, March 23rd, and U.S. Senate Banking Committee on Wednesday, March 24th. Market participants will be closely following his comments in the testimonies especially on inflation.
Weekly Recap March 20th 2021
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2 months ago
For the week ending March 20th - the S&P 500 decreased by 0.8%, the NASDAQ decreased by 0.8% and the Dow Jones Industrial Average decreased by 0.5%. 10-year U.S. Treasury Yield Rate reached 1.74% on Friday, March 19th. This is the highest level it has reached since January 2020, it is important to note that short term rates were about 1.55% during that time while they have remained around 0.05% recently.
Week Ahead March 15th 2021
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2 months ago
The direction of long duration U.S. treasury rates remains in focus this week as the 10 Year Treasury rates crossed 1.6% on last Friday. Market participants will closely track the Federal Open Market Committee (FOMC) meeting scheduled from March 16th to March 17th. Federal Reserve Chairman Jerome Powell's comments at the press conference after the meeting is expected to dominate headlines this week. 
Adobe $ADBE: Anti-Bubble SaaS
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2 months ago
With all the talk of bubbles in SaaS and technology, it makes sense to highlight Adobe in order to frame these discussions. Names like Adobe and Microsoft that trade north of 10x sales, may help provide loose valuation "floors" for higher-growth SaaS.
Weekly Recap March 13th 2021
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2 months ago
For the week ending March 13th - the S&P 500 increased by 2.6%, the NASDAQ increased by 3.1% and the Dow Jones Industrial Average increased by 2.6%. 10-year U.S. Treasury Yield Rate reached 1.64% on Friday, March 12th. This is the highest level it has reached since February 2020.