🇺🇸#акции #сша #сезонность #макро
Goldman намекает нам, что акции могут вырасти
Goldman: сезонность на нашей стороне, особенно если убрать из расчетов кризис 2008г
———————-
помним:
1) 19 июля: ТРАМП: ФОНДОВЫЙ РЫНОК США ВЫРАСТЕТ ДО РЕКОРДЫХ УРОВНЕЙ К ВЫБОРАМ 3 НОЯБРЯ
2) SANTA RALLY
Goldman намекает нам, что акции могут вырасти
Goldman: сезонность на нашей стороне, особенно если убрать из расчетов кризис 2008г
———————-
помним:
1) 19 июля: ТРАМП: ФОНДОВЫЙ РЫНОК США ВЫРАСТЕТ ДО РЕКОРДЫХ УРОВНЕЙ К ВЫБОРАМ 3 НОЯБРЯ
2) SANTA RALLY
Forwarded from MarketTwits
❗️🇺🇸#выборы #сша #рынки
СЕГОДНЯ - США - ПЕРВЫЕ ПРЕЗИДЕНТСКИЕ ДЕБАТЫ ПО ТВ
CNBC предполагает, что могут быть заметные движения на рынках
If the presidential debate has a clear winner, it could show up in a big market move
СЕГОДНЯ - США - ПЕРВЫЕ ПРЕЗИДЕНТСКИЕ ДЕБАТЫ ПО ТВ
CNBC предполагает, что могут быть заметные движения на рынках
If the presidential debate has a clear winner, it could show up in a big market move
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⚠️🇺🇸#ритейлеры #сша #банкротства #кризис
США - банкротства ритейлеров США в 1п 2020г = исторический рекорд
июнь = 18 ритейлеров США подали на Chapter 11
- BDO
США - банкротства ритейлеров США в 1п 2020г = исторический рекорд
июнь = 18 ритейлеров США подали на Chapter 11
- BDO
Berenberg прошелся по вакцинщикам
💥🇬🇧#AZN AstraZeneca initiated with a Buy at Berenberg
💥🇬🇧#GSK GlaxoSmithKline initiated with a Buy at Berenberg
💥🇺🇸#BMY Bristol-Myers initiated with a Buy at Berenberg
💥🇺🇸#NVS Novartis initiated with a Buy at Berenberg
🇺🇸#ABBV AbbVie initiated with a Hold at Berenberg
🇺🇸#LLY Eli Lilly initiated with a Hold at Berenberg
🇺🇸#MRK Merck initiated with a Hold at Berenberg
🇺🇸#PFE Pfizer initiated with a Hold at Berenberg
🇫🇷#SNY Sanofi initiated with a Hold at Berenberg
💥🇬🇧#AZN AstraZeneca initiated with a Buy at Berenberg
💥🇬🇧#GSK GlaxoSmithKline initiated with a Buy at Berenberg
💥🇺🇸#BMY Bristol-Myers initiated with a Buy at Berenberg
💥🇺🇸#NVS Novartis initiated with a Buy at Berenberg
🇺🇸#ABBV AbbVie initiated with a Hold at Berenberg
🇺🇸#LLY Eli Lilly initiated with a Hold at Berenberg
🇺🇸#MRK Merck initiated with a Hold at Berenberg
🇺🇸#PFE Pfizer initiated with a Hold at Berenberg
🇫🇷#SNY Sanofi initiated with a Hold at Berenberg
#ENPL
"Эн+ Груп" и "Элсиб" договорились о поставке турбогенераторов для Ангарска на 1,3 млрд руб - Прайм
"Эн+ Груп" и "Элсиб" договорились о поставке турбогенераторов для Ангарска на 1,3 млрд руб - Прайм
BOFA ПРОСНУЛСЯ - ВСЕМ ШУХЕР
💥🇺🇸#BKI Black Knight initiated with a Buy at BofA
💥🇺🇸#SSTK Shutterstock initiated with a Buy at BofA
💥🇺🇸#STAY Extended Stay America upgraded to Buy from Neutral at BofA
💥🇺🇸#SHO Sunstone Hotel upgraded to Buy from Neutral at BofA
💥🇺🇸#PEB Pebblebrook Hotel upgraded to Buy from Neutral at BofA
💥🇺🇸#PK Park Hotels & Resorts upgraded to Buy from Underperform at BofA
⚠️🇺🇸#AXSM Axsome Therapeutics initiated with an Underperform at BofA
⚠️🇺🇸#CHH Choice Hotels downgraded to Underperform from Neutral at BofA
⚠️🇺🇸#HST Host Hotels downgraded to Underperform from Neutral at BofA
⚠️🇺🇸#RLJ RLJ Lodging Trust downgraded to Underperform from Neutral at BofA
💥🇺🇸#BKI Black Knight initiated with a Buy at BofA
💥🇺🇸#SSTK Shutterstock initiated with a Buy at BofA
💥🇺🇸#STAY Extended Stay America upgraded to Buy from Neutral at BofA
💥🇺🇸#SHO Sunstone Hotel upgraded to Buy from Neutral at BofA
💥🇺🇸#PEB Pebblebrook Hotel upgraded to Buy from Neutral at BofA
💥🇺🇸#PK Park Hotels & Resorts upgraded to Buy from Underperform at BofA
⚠️🇺🇸#AXSM Axsome Therapeutics initiated with an Underperform at BofA
⚠️🇺🇸#CHH Choice Hotels downgraded to Underperform from Neutral at BofA
⚠️🇺🇸#HST Host Hotels downgraded to Underperform from Neutral at BofA
⚠️🇺🇸#RLJ RLJ Lodging Trust downgraded to Underperform from Neutral at BofA
JPMORGAN ПРОСНУЛСЯ - ВСЕМ ШУХЕР
🇺🇸#AMRN Amarin resumed with a Neutral at JPMorgan
🇺🇸#MRSN Mersana Therapeutics resumed with a Neutral at JPMorgan
🇺🇸#ZYME Zymeworks resumed with a Neutral at JPMorgan
🇺🇸#STOK Stoke Therapeutics resumed with a Neutral at JPMorgan
🇺🇸#IMGN ImmunoGen resumed with a Neutral at JPMorgan
🇺🇸#RDUS Radius Health resumed with a Neutral at JPMorgan
💥🇺🇸#BCRX BioCryst resumed with an Overweight at JPMorgan
⚠️🇺🇸#ESPR Esperion resumed with an Underweight at JPMorgan
⚠️🇺🇸#TCDA Tricida resumed with an Underweight at JPMorgan
🇺🇸#AMRN Amarin resumed with a Neutral at JPMorgan
🇺🇸#MRSN Mersana Therapeutics resumed with a Neutral at JPMorgan
🇺🇸#ZYME Zymeworks resumed with a Neutral at JPMorgan
🇺🇸#STOK Stoke Therapeutics resumed with a Neutral at JPMorgan
🇺🇸#IMGN ImmunoGen resumed with a Neutral at JPMorgan
🇺🇸#RDUS Radius Health resumed with a Neutral at JPMorgan
💥🇺🇸#BCRX BioCryst resumed with an Overweight at JPMorgan
⚠️🇺🇸#ESPR Esperion resumed with an Underweight at JPMorgan
⚠️🇺🇸#TCDA Tricida resumed with an Underweight at JPMorgan