Tag: Federal Reserve

March Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with > $500B AUM. Here are the key takeaways from the survey published on March 16, 2020: Continue reading “March Bank of America Global Fund Manager Survey Results (Summary)”

Be in the know. 13 key reads for Monday…

  1. 18 Stocks to Buy Amid the Coronavirus Carnage, According to Barron’s Roundtable Experts (Barron’s)
  2. 8 Big Banks Are Halting Buybacks to Brace for More Virus Fallout (Barron’s)
  3. Fed Cuts Rates to Zero as Financial-Crisis Tools Return (Barron’s)
  4. Buffett’s Massive Cash Stash Makes Berkshire a Safe Port in the Storm (Barron’s)
  5. How Coronavirus Remade American Life in One Weekend (Wall Street Journal)
  6. The Fed and Friends: What Central Banks Did in Past 24 Hours (Bloomberg)
  7. Regeneron, Sanofi to evaluate Kevzara in patients hospitalized with severe COVID-19 (MarketWatch)
  8. Coronavirus vaccine clinical trial begins (Fox Business)
  9. Peter Navarro: Faced with coronavirus pandemic, Congress should pass Trump’s $800 billion payroll tax cut (Fox Business)
  10. Barron’s Picks And Pans: Roundtable Picks, Airline And Oil Stocks, And More (Benzinga)
  11. Carl Icahn Says Some Stocks Are Being ‘Given Away’ (Benzinga)
  12. Can Risk Parity Funds Hang in There? (Institutional Investor)
  13. Thinking About Airline Stocks? This Is How Air Travel Is Recovering in China. (Barron’s)

Be in the know. 20 key reads for Saturday…

  1. Trump to buy oil for strategic reserve to aid energy industry: ‘We’re going to fill it’ (CNBC)
  2. Gilead Pops After Coronavirus Drug Helps Cruise Ship Patients In Japan Investor’s Business Daily)
  3. Europe Pledges Billions in Economic Aid in Rare Sign of Unity (New York Times)
  4. Dow surges nearly 2,000 points after Trump declares coronavirus national emergency (New York Post)
  5. Trump Says He Supports Pelosi Virus Bill, Urges GOP to Vote Yes (Bloomberg)
  6. Trump Waives Student-Loan Interest, Stockpiles Oil in Virus Plan (Bloomberg)
  7. Esports Leagues Are Only Game in Town After NBA and NHL Go Dark (Bloomberg)
  8. Stocks Retrace 90% of Thursday’s Sell-Off With Trump Address Hitting Mark (Bloomberg)
  9. Cash-Rich Billionaire Hargreaves Jumps Back Into Market (Bloomberg)
  10. Trump called on Walmart, CVS, Target, and Walgreens to help slow the spread of the coronavirus as he declares a national emergency (Business Insider)
  11. Stocks Surge After Trump Promises Speedier Testing (New York Times)
  12. How Billie Eilish Rode Teenage Weirdness to Stardom (New York Times)
  13. Deadly viruses are no match for plain, old soap — here’s the science behind it (MarketWatch)
  14. 18 Stocks to Buy Amid the Coronavirus Carnage, According to Barron’s Roundtable Experts (Barron’s)
  15. China’s coronavirus epicenter reports just five cases (Reuters)
  16. Here’s everything you need to know about 5G (CNN)
  17. Google, Walmart join U.S. effort to speed up coronavirus testing (Reuters)
  18. 7 Stocks That Could Ride Out the Turmoil in Energy Markets (Barron’s)
  19. The World Is One Big Carry Trade (Institutional Investor)
  20. Value investors: why are they so calm in a crisis? (Schroders)

 

Be in the know. 20 key reads for Tuesday…

  1. Oil jumps after rout on stimulus hopes, Russian signal on OPEC talks (Reuters)
  2. Global Markets Are Rising After Trump Hints at Tax Cut Over Coronavirus (Barron’s)
  3. Stocks Fall More Than 7% in Dow’s Worst Day Since 2008 (Wall Street Journal)
  4. The Fed Offers Repo Market $50 Billion More to Ease Rate Pressure (Barron’s)
  5. Russia’s Oil War Has a Political Objective, Says Analyst (Barron’s)
  6. Interesting: Bullish Percent Transports (Hedge Fund Tips)
  7. High-Yield Bonds Are Sinking as Bankruptcy Fears Hit the Oil Patch (Barron’s)
  8. How a Saudi-Russian Standoff Sent Oil Markets Into a Frenzy New York Times)
  9. As Stock Markets Plunge, Trump Calls for Economic Response to Coronavirus (New York Times)
  10. Why falling oil prices could boost the Marcellus Shale (Yahoo! Finance)
  11. Treasurys plunge as Trump floats payroll tax cut amid coronavirus maelstrom (Fox Business)
  12. Wall Street CEOs to meet at White House (Fox Business)
  13. New Jersey’s Investment Chief Wants Talent. Here’s How He’ll Get It. (Institutional Investor)
  14. Lloyd Blankfein Predicts ‘Quick Recovery’ For Markets (Benzinga)
  15. Cabot Oil & Gas Is One Company Rising in Oil-Sector Carnage (Yahoo! Finance)
  16. The economy is ‘like a coiled spring’ and a sharp rebound is possible, analysts predict (CNBC)
  17. Russia to Start Foreign Currency Sales After Ruble Wipeout (Bloomberg)
  18. These Energy Stocks Were Lighter Than Air Monday (Wall Street Journal)
  19. Trump Surprised Staff With Vow to Detail Virus Aid Package Today (Bloomberg)
  20. How the Federal Reserve Can Ease the Coronavirus Panic (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. NY Fed raises repo limits to ensure ample supply of bank reserves (Reuters)
  2. Never Mind The Stock Market. The Real Pain Will Be in the Credit Markets. (Barron’s)
  3. Hedge-fund manager who called the coronavirus market meltdown says selloff is overdone, covers shorts (MarketWatch)
  4. How the Trump Campaign Took Over the G.O.P. (New York Times)
  5. Saudi Aramco shares dive, Gulf debt hit as oil price plunges (Reuters)
  6. Putin Dumps MBS to Start a War on America’s Shale Oil Industry (Yahoo! Finance)
  7. Virtu Financial founder says stock market is ‘one big opportunity right now’ (CNBC)
  8. How Tupperware Lost Its Grip on America’s Kitchens (Wall Street Journal)
  9. All Your Coronavirus Travel Questions Answered (Wall Street Journal)
  10. What’s Your Workout? A Huge Leap to Replace the Rush of Ice Hockey (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. Jim Cramer: I’m With Warren Buffett on This One (TheStreet)
  2. China Stocks Are Handily Beating U.S. Since Coronavirus Outbreak. Here’s Why (Bloomberg)
  3. Billionaire Sam Zell says he is buying some ‘ridiculously low’ stocks in the wild market swings (CNBC)
  4. ‘Bond King’ Gundlach says Fed panicked and short-term rates are ‘headed toward zero’ (CNBC)
  5. ValueAct’s Jeffrey Ubben buys BP and says oil company can be ‘part of the solution’ (CNBC)
  6. OPEC deal in jeopardy as Russia stalls over deepest round of supply cuts since 2008 (CNBC)
  7. Bullard Says Fed Watching Virus Fallout, Willing to Do More (Bloomberg)
  8. Fed’s Kaplan thinks U.S. can avoid coronavirus recession as Williams says central bank will keep using tools (MarketWatch)
  9. Can Gilead Change Its Dim Fortunes On An Immuno-Oncology Buyout? (Investors)
  10. Global equity outflows hit $23bn on coronavirus fears (Financial Times)