Notes You Need for June 30: China PMI, euro, dollar, GE, BHI, batteries, TSLA, MON
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Today’s positive economic data help stabilize stocks
My overall conclusion: This morning the market is looking at solid numbers on the growth side and weak inflation growth. If there is any conclusion to be drawn from one month’s numbers, it’s that the Federal Reserve, looking at this data, won’t see any reason to rush ahead with another interest rate increase.
Corruption scandal gets even more serious in Brazil
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Visa: It you can’t beat ’em, buy ’em
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VALE continues to make progress to becoming a “true corporation”
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Notes You Need for June 29: Fake Chinese tourism, industrial IOT, self-driving vehicles, Waymo
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Yesterday’s tech stock rally evaporates this morning
Yesterday’s rally in technology stocks and the NASDAQ Composite has disappeared this morning. At 12:30 New York time the NASDAQ was off 1.6%; the Technology Sector Select SPDR (XLK) was down 1.72%; and individual technology stocks were also in the red. Amazon (AMZN), for example, was lower by 1.58%; Nvidia (NVDA) was down 3.57%; Apple (AAPL) had retreated 1.58%; and Facebook had lost 1.16%.
Yesterday IMF gave up on Trump reflation trade; today financial markets say, Not yet
Yesterday the International Monetary Fund lowered its forecast for U.S. economic growth to 2.1% for 2017 (from 2.3%) and to 2.1% in 2018 (from 2.5%.) The fund had included a likely infrastructure spending bill and a tax cut/tax reform package in its earlier forecast. Now the IMF ha removed those potential stimulus actions from its forecast. The IMF also poured cold water on assumptions in the draft administration budget for economic growth of 3% in 2021.
Even government bank regulators in China are worried about levels of corporate debt there–and investors should worry about the politics of that debt
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Familiar downside pattern for technology stocks and NASDAQ–is worry spreading to the wider market?
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Notes You Need for June 27: Intel vs. Samsung, oil prices, Pioneer Natural Resources, NVDA, Autoliv
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