Research Reports - Week 22 February 2010
Embracing Inflation
Monthly Investment Journal - 26 February 2010 - 02:59 PM
There are few who will argue that since the credit crunch began many of the rules associated with the financial world have changed. In particular, it would appear that the big is no longer beautiful, there is no shame in accepting charity from the taxpayer, and that when the going gets tough, bankers are even more entitled to their bonuses than they normally would be.US GDP Revised Higher
US Pre-market Patrol - 26 February 2010 - 01:52 PM
CFD traders were looking at US Dow futures trading up 5 points pre open in the wake of the Q4 GDP revision.Relief as GDP is Revised Up
Trader's Diary - 26 February 2010 - 11:56 AM
There could have been red faces at the Treasury if the Q4 2009 GDP revision had been pushed below the zero level, but in the end a rise of 0.3% is what the Office for National Statistics have served up. This may be the reason that the FTSE 100 managed quite a significant jump from the overnight close under 5,280Stagflation on the Horizon
Weekly Market Watch - 26 February 2010 - 10:14 AM
Both Bank of England governor Mervyn King and his deputy Paul Tucker summed up quite well the current state of play for the economy this week, with the former pointing out that Quantitative Easing could return, and the latter reminding us that the clock is ticking in terms of the risk of stagflationSovereign Debt Fears Return
US Pre-market Patrol - 25 February 2010 - 02:32 PM
It appears that the first part of Ben Bernanke’s 2-day testimony delivered something of a bear squeeze, so with the best will in the world, it’s unlikely buyers will be able to push the markets much higherSell 3i Group
Daily Chartbreaker - 25 February 2010 - 01:53 PM
A setback on tap for the private equity group after the collapse of one of its major investments.RBS Turns The Corner
Trader's Diary - 25 February 2010 - 12:12 PM
There was only one story in the City today, that of RBS (RBS). A likely peak in impairments has cheered the market.Buy Petrofac
Daily Chartbreaker - 24 February 2010 - 03:55 PM
The recent acceleration in demand for oil services companies is well illustrated, with the likes of Petrofac delivering a stellar performance over the past year.Awaiting Bernanke
US Pre-market Patrol - 24 February 2010 - 02:12 PM
There is relative calm back in the markets as investors brace themselves for any surprises and/or change of emphasis on monetary policy from Fed chief BernankeBanking Hopes
Trader's Diary - 24 February 2010 - 12:26 PM
Traders have high hopes for the forthcoming results of RBS (RBS) and Lloyds Banking (LLOY) later this week, and expect similar positives to the recent Barclays (BARC) resultsDecember Case Shiller Index Down 0.2%
US Pre-market Patrol - 23 February 2010 - 02:01 PM
There appears to be a period of cooling off due after the recent rally in US equities, which has largely been fuelled by a lack of bad news rather than any positive driversBuy Tui Travel
Daily Chartbreaker - 23 February 2010 - 12:45 PM
Galvan Research views Tui Travel as a buy, not only on the basis of its recent suggestion that the worst may be over for its holidays business, but also following speculation that its parent company may be preparing to take it over.Heartburn For Reckitt's
Trader's Diary - 23 February 2010 - 12:37 PM
A probe into Gaviscon by the OFT gives the Reckitts share price a case of heartburn.Buy United Utilities
Daily Chartbreaker - 22 February 2010 - 02:48 PM
The United Utilities decision to cut its dividend last month is a smart move, one which was well received by the market in share price termsPositive Chicago Fed Data
US Pre-market Patrol - 22 February 2010 - 02:05 PM
Leading US equities appear to have shaken off any negativity associated with the rise in the discount rate on Thursday, and traders seem happy to focus on the generally positive flow of corporate resultsGlaxoSmithkline Avandia Threat
Trader's Diary - 22 February 2010 - 12:39 PM
The FTSE100 and leading stocks continued the recent improvement, with banks and mining sectors supporting the gains this morning, in spite of the diabetes drug trouble development at drugs giant Glaxo.Latest live reports
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