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Category Archives: Financial Markets

Preview : Bank Results Season First Quarter 2014 : JPM and GS scrape by in the IPO rush

Courtesy: markets.ft.com Most banks fail to get advisory income into the house       JPM and GS scrape by in the IPO rush   The M&A pie is still … Continue reading

April 4, 2014

Barclays gets down to business in Europe (on job cuts)

Profits down, bonuses up at Barclays, Thomson Reuters: Reuters Insider http://reut.rs/1ct1eYj Mark Carney also could not muster up the same optimism as his counterpart in the US Fed, Janet Yellen … Continue reading

February 11, 2014

It’s Monday Again: McDonalds’ improves Comp Sales, Janet Yellen testimony twice over (The week ahead: Feb 10 – Feb 14, 2014, US Economy & Markets) US:MCD, US:LOW, US:GS, US:JPM

The Yuan and Yen are both about to turn back the clock again, stopping currency appreciation in China and Japan after a big clip, especially unwanted for Japan. Japan sold … Continue reading

February 10, 2014

Mid Week Trading Update: Disney is up, Twitter is out, Linked In is up and out for no fault of it (US:GMCR, US:LNKD, US:DIS, US:NEWS, US:NYT, US:TWTR)

Linkedin has single handedly managed to create a digital business that is worth guidance of $2 Bln plus in Sales in Q1 2014 after having grown members for another 37% … Continue reading

February 7, 2014

It’s Monday Again!: Ford, GM earnings, Peyton Manning and New Jersey choke in the big game, (US Economy & Markets, The week ahead Feb 03 – Feb 07, 2014) US:F, US:FB , US:SBUX, US:BA, US:AMZN

Where are the investors, in bonds Yields have drifted down to 2.62%(at Monday, 11am) despite another $10 Bln added to the Taper tab last week to $65 B in purchases … Continue reading

February 3, 2014

Its Monday Again!:: Chat’s dead anyway, and Apple reports the Spruce Goose after the bell (The week ahead: Jan 27 – Jan 31, 2014, US Economy & Markets)

Q4 Earnings : Caterpillar, Apple(Q1), Boeing, Legg Mason, Mastercard, Visa Great beat from Caterpillar, Legg Mason reports Friday, Master and Visa in people’s  pockets report Thursday and Friday. Need the … Continue reading

January 27, 2014

Is StanChart the right buy for your Asia portfolio| Deal Insight | Banking Insight |

*Watch the monday update again for the Goldman call going bearish on S&P soon to be followed by select Bullish calls on Emerging Markets by Mid Q2 at the latest … Continue reading

January 21, 2014

It’s Monday Again!: Candy time, The End of the Brady era again? or StanChart ripe for your Asia portfolio (The Week ahead: Jan 20 – Jan 24, 2014, US Economy & Markets)

A new Janus strikes and what’s Davos again! but after SUPERBOWL XLVIII A shorter week, but a lot more to digest early in the Monday morning (rhetorically yet on Tuesday) … Continue reading

January 21, 2014

Bank Results Season: Citi Doubles Profits to $13.9 Bln in 2013

From Mike Corbat’s self propelled operational restructuring of the business, Mike’s achievements include in his own words, 15% increase in Operational Income, core loans were up by 7%, $2.4 B … Continue reading

January 16, 2014

Bank Results Season: JP Morgan adds $1.30 in 2013 Q4 and remains under $100 B

  It has been a landmark year for JP Morgan in that is has settled for more than $13.5 B with Department of Justice and Institutional investors like Blackrock and … Continue reading

January 14, 2014

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