Economic Advisory January 23, 2018 Jigar Bhakta
Portfolio Performance
Portfolio Highlights FSLR – Trump imposes tariffs on foreign solar cells and washing machines IQV – Evercore ISI initiates rating on Iqvia, with outperform and raised target CVX – Joint venture with Saudi Aramco to enhance chemicals technology GOOG – Patent deal with Tencent
Econ / Market Summary - U.S. Government shuts down - U.S. Government is back in business, baby - IMF global growth estimate is up, driven by GOP tax reform - Jerome Powell confirmed at the next Fed chair
Upcoming Events Earnings: 1/25 – COL, GOOG(L), MMM; 1/31 – IR Middlebury Events… - Industry Group Meetings - Finance Recruiting 101 (1/25 in AXN 219 @ 4:15pm) - A Day in the Life of an Investment Banker (1/27 in AXN 220 @ 2:00pm) - Beyond Investment Banking (1/29 in ADK Library @ 4:30pm) - Bank of America Merrill Lynch internship recruiting HAS BEGUN - Ton of other jobs and internships (like this one and these ones over here)