News > Capital Markets

Mid-Year Outlook: Be More Selective in the Second Half
Capital Markets
Key takeaways of our mid-year 2017 outlook The return of the “country factor” For the last 12 months, a rising tide of strong synchronised cyclical data has been lifting most asset classes. We expect that to change: The EU and Japan should strengthen while the US, China and the UK slow or stall. Europe is a bright spot With many
Report: Amazon Has a Secret Team Specializing in Health Tech
Capital Markets
Amazon is adding a new rung on its vertical integration ladder, as CNBC reports a secret skunkworks lab is focusing on the future of health care. The covert team, named 1492 by the company, is exploring topics such as telemedicine, electronic medical records and health apps for Amazon’s various in-home devices. Two people familiar with the situation told CNBC that the
Facebook's Earnings Continues to Impress Analysts, Stifel Sees Upside to $200 Per Share
Capital Markets
Yet again, Facebook Inc (NASDAQ: FB) impressed investors with its earnings report, which was highlighted by "impressive" momentum in its advertising business, Stifel's Scott Devitt commented in a research report. The analyst maintains a Buy rating on Facebook's stock with a price target boosted from $170 to $200 (see Devitt's track record here). For the first time in more than four years, Facebook's ad revenue growth was below 50
China and Emerging Asia: A New Dawn for the Capital Markets
SUMMARY Investors are more attuned to China than ever, but they may be losing sight of the big picture: China and the entire Asia region are gradually being integrated into the global capital markets. Over the next 12–24 months, we expect that Asia, led by China, will become a far more significant part of the global capital markets and global
Fed Says it Will Unwind Balance Sheet 'Relatively Soon'
The Federal Reserve Open Market Committee (FOMC) left rates unchanged at its meeting on Wednesday, but indicted that it would begin unwinding its $4.5-trillion balance sheet "relatively soon," as Bloomberg reports. The Fed signaled last month that it would begin winding down its $4.5-trillion portfolio of Treasury and mortgage securities as long as the economy grows as broadly as projected. The
Amazon Market Cap Reaches $500 Billion
For the first time, Amazon’s market capitalization has climbed above the half trillion mark, reports The Wall Street Journal. Investors have shown tremendous faith in the tech giant’s trajectory, the Journal notes, and Wednesday morning’s market value of $502.8 billion proves that confidence has been warranted. Amazon isn’t alone in its skyrocketing value – investors have sided profoundly with a
Trump Blasts Amazon, Washington Post on 'Internet Tax' Evasion: Is That Even a Thing?
The President of the United States Tuesday took to Twitter Inc (NASDAQ: TWTR) to strike at, Inc. (NASDAQ: AMZN) and what he calls the "Amazon Washington Post," and not for the first time. After Trump accused the Washington Post of being “Fake News” he suggested the media company is a lobbyist for the online retailer with which it shares an owner (Jeff Bezos) and accused Amazon
Amazon Moving into Singapore to Engage Burgeoning Southeast Asia Market
Amazon is furthering its progress in the international market, as an imminent launch of its delivery services in Singapore signals the official start of the company's push for the Southeast Asia market, reports TechCrunch. The tech giant’s famed online services, specifically Amazon Prime, Amazon Prime Now fast delivery and its established e-commerce portals, will be available in Singapore as early
Second Solarcity Co-Founder Resigns From Tesla
SolarCity co-founder Peter Rive is reportedly leaving Tesla a little more than eight months after the electric car company bought SolarCity, a renewable energy outfit, in a $2.6 billion deal. Peter Rive’s younger brother Lyndon Rive announced his own resignation from Tesla in May to pursue a new, unnamed venture. The brothers started SolarCity in 2006 with $10 million in
'Mother of All Bubbles' Keeps Gold in Focus
Today I want to discuss reports that global debt levels are at all-time highs, and what this means for your investment decisions going forward. But first, a few comments about this past week. I recently returned from the Oxford Club’s Private Wealth Seminar, held at the historic Grand Hotel on Michigan’s Mackinac Island. The hotel, which some of you might