Tag: Financials

Be in the know. 10 key reads for Tuesday…

  1. Ten U.S. states developing ‘reopening’ plans account for 38% of U.S. economy (Reuters)
  2. Signs That New Virus Cases Have Peaked Push Stocks Higher (Barron’s)
  3. IPhone Sales Surged in China (Barron’s)
  4. States Move to Coordinate on Reopening Plans (Wall Street Journal)
  5. Private Equity Firms Plead With Government to Help Salvage Oil and Gas Industry (Institutional Investor)
  6. FDA approves coronavirus saliva test (Fox Business)
  7. Trump Negotiating to Lease Oil Storage Space to Nine Companies (Bloomberg)
  8. World Watches China’s Economy for Signs of Life After Lockdown (Bloomberg)
  9. Exxon borrows $9.5 billion as investment-grade companies race to fill war chests ahead of earnings (MarketWatch)
  10. Wells Fargo Earned 1 Penny in the First Quarter. Why the Stock Is Rising Anyway. (MarketWatch)

Be in the know. 20 key reads for Thursday…

  1. Oil jumps as Trump talks up truce hopes for Saudi-Russia price war (StreetInsider)
  2. No One Is Betting in Casinos—Or on Their Stocks ()
  3. Trump says expects Russia-Saudi oil deal soon, invites US oil chiefs to White House (Reuters)
  4. Oil rallies as Trump spurs hopes for Russia-Saudi pact (Financial Times)
  5. Detroit To Be The First City To Roll Out Abbott’s 5-Minute Coronavirus Tests (Benzinga)
  6. Kroger’s sales jump 30% as shoppers stock up amid coronavirus crisis New York Post)
  7. Retailers Under Growing Pressure to Let Workers Wear Masks New York Times)
  8. Mapping the Coronavirus Outbreak Across the World (Bloomberg)
  9. Walgreens earnings top estimates, says it can’t forecast the impact of coronavirus pandemic (CNBC)
  10. Trump To Talk Aid For Oil As Big Shale Firm Files For Bankruptcy (Investor’s Business Daily)
  11. Big Banks Get Temporary Reprieve (Barron’s)
  12. These 8 Aristocrats Have Safe Dividends. (Safe Being a Relative Term Right Now). (Barron’s)
  13. A Top Occidental Petroleum Executive Is Out as Company Grapples With Oil Rout (Wall Street Journal)
  14. The Fed Is Settling Into Its Role as the World’s Central Bank (Wall Street Journal)
  15. 5 Blue Chip Stocks to Buy Now With Huge Piles of Cash and Very Low Debt (24/7 Wall Street)
  16. Trump May Join Oil Talks Between Russia And Saudi Arabia (Yahoo! Finance)
  17. Workers Return to China’s Factories, but Coronavirus Hurts Global Demand (Wall Street Journal)
  18. Coronavirus Tests Aren’t Hard to Find Everywhere (Wall Street Journal)
  19. Telemedicine, Once a Hard Sell, Can’t Keep Up With Demand (Wall Street Journal)
  20. How a Mailman Still Carries On During Coronavirus (Wall Street Journal)

Be in the know. 20 key reads for Saturday…

  1. Evidence over hysteria — COVID-19 (Medium)
  2. OPEC, U.S. Shale Producers Open Talks Amid Oil Rout (Wall Street Journal)
  3. Washington Needs to Act (Barron’s)
  4. Fed Going All In to Save Economy. Here’s What Could Come Next (Bloomberg)
  5. Coronavirus-Triggered Downturn Could Cost 5 Million U.S. Jobs (Wall Street Journal)
  6. Coronavirus Recession Looms, Its Course ‘Unrecognizable’ (New York Times)
  7. Doug Ramsey’s Best Case for Stocks and Other Views of the Future (Bloomberg)
  8. Google Coronavirus Website Launches (Bloomberg)
  9. Bond-Market Strains Keep Traders on Edge (Wall Street Journal)
  10. Country Music Legend Kenny Rogers Dies at 81 (Bloomberg)
  11. Big Banks Are Getting a Real-Life Stress Test (Barron’s)
  12. Read Our Free Coronavirus Coverage Here (Bloomberg)
  13. Bank stocks are ‘very cheap,’ traders say — here’s where they see signs of stabilization (CNBC)
  14. The Coronavirus’s $4 Trillion Hit to US Corporations (Bridgewater – Greg Jensen)
  15. What the Fed Could Do Next to Try to Prevent an Economic Unraveling (New York Times)
  16. Germany to raise €356bn in new borrowing to fight coronavirus (Financial Times)
  17. Wall Street takes late tumble as US shutdown widens (Financial Times)
  18. Warren Buffett discussed coronavirus, Coca-Cola, and past market crashes in a recent interview. Here are his 12 best quotes. (Business Insider)
  19. Rethinking the Coronavirus Shutdown (Wall Street Journal)
  20. Wells Fargo asks Fed to lift cap on growth to support customers: FT (Reuters)

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)”