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Seth Golden posted an update 5 years, 3 months ago
Market has only priced in a 15% chance of US/China trade deal -
Seth Golden started the topic Target 2-Day sale in the forum Target (TGT) 5 years, 3 months ago
Target to hold ‘Target Deal Days’ sale on July 15 and 16 Target (TGT) announced Target Deal Days, its “biggest sale of the summer, with no membership required to shop thousands of deals.” Target said in a statement that “On July 15 and 16, 2019, guests can enjoy deals on top national and only-at-Target brands across categories like home and…[Read more]
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Seth Golden started the topic NFLX on Streaming Wars in the forum FANG Stock Headlines & Happenings 5 years, 3 months ago
NFLX’s content chief, Ted Sarandos, weighed in on streaming wars, agency production, big tech breakups, M&A outlook, per Deadline
1. On competition: “Nothing that’s on Disney+ is going to be on Netflix and nothing that’s on Netflix is going to be on the . They’re going to be very unique. I think it’s very likely that they’ll add things in order…[Read more]
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Seth Golden started the topic Prime Day July 15 & 16 this year in the forum Amazon Retail 5 years, 3 months ago
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Seth Golden posted an update 5 years, 3 months ago
From Cornerstone Macro on short-VOL play -
Seth Golden posted an update 5 years, 3 months ago
Neel Kashkari on why the Fed should cut rates by at least 50 bps come July https://www.minneapolisfed.org/news-and-events/messages/a-strategy-to-re-anchor-inflation-expectations -
Seth Golden posted an update 5 years, 3 months ago
U.S. Commerce Dept. adds 4 Chinese companies to its Entities List for restrictions of business -
Seth Golden posted an update 5 years, 3 months ago
Quadriple Witching Friday informational understanding from Bloomberg video https://www.bloomberg.com/news/videos/2019-06-21/beware-quadruple-witching-day-video
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Seth Golden posted an update 5 years, 3 months ago
Today’s Flash PMI worsened MoM -
Seth Golden and John William are now friends 5 years, 3 months ago
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Seth Golden posted an update 5 years, 3 months ago
Apple Letter to USTR -
Seth Golden started the topic Apple Asking Suppliers to Shift away from China in the forum Apple Inc. (AAPL) 5 years, 3 months ago
“Apple is asking suppliers to study shifting final assembly of some products out of China, people familiar with the matter said, as trade tensions prompt the company to consider diversifying its supply chain.”
https://www.wsj.com/articles/apple-examines-feasibility-of-shifting-some-production-out-of-china-11561030751 -
Seth Golden started the topic Goldman changes view on rate cuts in the forum S&P 500 Analysts Notes 5 years, 3 months ago
Goldman Sachs Group Inc analysts now expect the U.S. Federal Reserve to cut interest rates in July and in September, according to a research note issued after Fed Chairman Jerome Powell on Wednesday signalled a rate cut as early as next month.
This marks a reversal for Goldman, whose economists said as recently as June 16 that the hurdle for rate…[Read more]
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Seth Golden posted an update 5 years, 3 months ago
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Seth Golden and sboros are now friends 5 years, 3 months ago
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Seth Golden started the topic JPM : Reasons To Be Positive & Cautious in the forum S&P 500 Analysts Notes 5 years, 3 months ago
1. Central banks are easing policy – central banks around the world (including the ECB, RBA, FOMC, BOJ, and others) are either easing now or preparing to do so in the very near future
2. The US and China have an opportunity to repair their strained relationship at the G20 – Trump and Xi spoke 6/18 and confirmed plans to hold a bilateral mee…[Read more]
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Seth Golden started the topic BAML Survey Results in the forum S&P 500 Analysts Notes 5 years, 3 months ago
BAML investor survey:
* investors most bearish since crisis
* Equity allocations, 2nd-biggest drop on record
* cash holdings increased most since 2011
* global growth estimates fall most since 1994
* EPS expectations, 2nd-biggest decline on…[Read more]
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Seth Golden started the topic Libra, from NY Times in the forum Facebook (FB) 5 years, 3 months ago
As with Bitcoin, software developers would be able to build digital wallets and other services on top of Libra.
• Unlike Bitcoin, it would be directly backed by government currencies like the dollar or euro, so it wouldn’t fluctuate wildly in value.
• To acquire Libra digital tokens, which would be dispensed through a new Facebook subsi…[Read more]
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Seth Golden replied to the topic Mike Stanley of Morgan Stanley in the forum S&P 500 Analysts Notes 5 years, 3 months ago
Wilson´s very worried
“We see an increasingly risky environment as deteriorating data and a dovish Fed stand-off. Extreme moves in momentum suggest crowding risk in defensives, quality, and secular growth as the market waffles on the growth outlook. We’d manage exposure carefully…The risk is that with many counting on the same stocks to ride…[Read more] -
Seth Golden posted an update 5 years, 3 months ago
Andrew Sheets (head of cross-asset at MS):
“We strongly disagree with this ‘bad is good’ logic. The expectation that easing central bank policy can offset weaker data is at odds with both a broad swath of historical data and basic monetary theory. But since many in the market disagree, this feels like a good time to restate our case…weaker eco…[Read more]
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