Until recently, the USD10 Yield vs. US Fed Fund Rate's spread was always a positive number. This chart tracks episodes when the US Fed Funds Rate was at the same level as now.
Intuit Inc. is close to buying Credit Karma Inc. for about $7 billion in cash and stock deal. The purchase, which could be announced by Monday, will push the maker of TurboTax deeper into the consumer finance space, the newspaper said. The acquisition would also be Intuit’s largest in its 37-year history.
Technically the stock is in little correction, but the...
FedEx faced sharp drop in international operations in 2019 after China’s claim that the courier delivered Huawei’s correspondence elsewhere. As Trump policy induced international trade issues impacting FedEx amplified by new disaster for FedEx, coronavirus , FedEx will grossly disappoint by its March 18, 2020 earnings report
Disney has been one of the few dearest darlings of int'l investors for over 3 years, and it's list of achievements is really impressive. However, consolidations of the Hollywood studios, as well as the launch of long-awaited Disney+, despite common expectations, did not bring major breakthrough to its current financials. Coronavirus spread rises alarm as to...
Polyus now shows clean cut balances, with revenue reflecting real sales and earnings being reasonable. Cash flow and income move in line. We expect another strong quarter backed by weaker ruble and hence costs, and higher gold prices.
Tesla's cash flow contradicts direction of its earnings this quarter. Chinese factories invested, but stand still due to coronavirus. Bollinger Band strategy converges. Earnings will disappoint.
USDRUB - provided the Fed will "incinerate" some or all of $4.3 bn of its balance sheet assets, there will be 30-40% jump in oil prices, which will cause Ruble strengthening
