Health equity research

Explore the most viewed and latest equity research and media content for companies within the Health sector. Companies working in the Health sector include pharmaceuticals, biotech firms, and medical equipment & service providers.

Health equity research

Explore the most viewed and latest equity research and media content for companies within the Health sector. Companies working in the Health sector include pharmaceuticals, biotech firms, and medical equipment & service providers.

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Breakfast Today

  • 28 Mar 17

"That’s eight consecutive days of declines for the Dow Jones – the index’s longest losing streak since 2011. Not that yesterday evening’s moves by the three principal US indices were anything like as shocking as might have been expected following the White House’s withdrawal of its Healthcare-reform Bill. Ending mixed, with the NASDAQ even managing to tick into the positive, equities rallied sharply from opening losses of around 0.8% that had been set by the futures, to close with just fractional movements across the board. Investors appear surprising forgiving in fact, given the steepening of the path toward tax overhaul and infrastructure spending now presented by President Trump’s seemingly unruly GOP membership. All the more so, given the Fed’s Charles Evans suggestion that 2017 could see as many as four rate hikes should inflation be seen to spike. Falls were led by Banks, Miners and Oils, some of the best ‘Trump-trade’ performers, as investors pondered whether that they might be waiting rather longer than hoped for delivery of meaningful financial deregulation and US$-denominated risk in commodity/base metal prices was also lightened. Iron ore in particular was hurt by new financing curbs designed to burst the Chinese housing bubble, while Gold, the default trade during times of uncertainty, bounced to a one-month high. Winners, on the other hand, included healthcare stocks as it became clear that Obamacare would be in place for rather longer than expected. Oil failed to react to OPEC’s warning to its members who may be cheating on agreed production cuts, with WTI futures trading down 0.6% yesterday as traders concluded higher US production volumes should more than take up any slack unless, that is, the cartel can do convincingly more than just roll-over current actions; a final decision is due to be taken on May 25th. The US$ itself, perhaps the most direct barometer of Trump’s administration similarly recovered from lows touched during the European session. 10-year Treasury yields bottomed at 2.367% from 2.396% on Friday before recovering half of their losses while, elsewhere their German counterparts fell more sharply to 0.384% from 0.429%, even as Germany's Ifo business sentiment index hit its highest since July 2011. This helped limit the STOXX Europe 600’s fall-out yesterday, while London hurt rather more, falling to a 1-month low, with a broad sell-off of miners saw them take the largest hits. Relief was tangible across Asia this morning, helped by oil recovering partially during the session, with the ASX putting in a good gain, while Japan and Hang Seng recovered most of yesterday’s losses, leaving just the Shanghai Composite nursing a modest fall. The UK is not scheduled to release any significant macroeconomics today, nor is the EU, although the US provides a flood of data, rangings from February Wholesale Inventories, Goods Trade Balance, Richmond Fed Manufacturing Index plus March Consumer Confidence and the weekly Redbook numbers. There are numerous speeches also scheduled from Fed and FOMC Members, including from Ester George, Robert Kaplan and Jerome Powell, with the Fed Chair herself scheduled to speak at 16:50hrs GMT. There is a long list of UK corporates due to release earnings or trading updates this morning, including Wolseley (WOS.L), Carnival (CCL.L), United Utilities (UU..L), AA (AA..L), Ladbrokes (LCL.L), Thomas Cook Group (TCG.L), and Time Out (TMO.L). Taking its opening hint from the overnight markets London is also expected to participate in the relief rally this morning despite the imminence of Theresa May invoking Article 50. The FTSE-100 is seen rising around 28 points in early business. " - Barry Gibb, Research Analyst



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