Economic Advisory May 7, 2018 Jigar Bhakta.

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Presentation transcript:

Economic Advisory May 7, 2018 Jigar Bhakta

Portfolio Performance

Portfolio Highlights European Commission approved UTX’s $30B takeover of COL, conditional on some divestments CVX had a 28% earnings beat, 13% revenue increase, and a 25% increase in CFO in its Q1 report FMC had a 20% earnings beat, 103% revenue increase, and raised guidance in its Q1 report

Econ / Market Summary Unemployment rate at 3.9%, lowest since December 2000 But, wage growth is lower than expected (0.1% growth, downward March revision) U.S. GDP grew 2.3% in Q1 Fed held rates steady (125-150bps)

Upcoming Events Jerome Powell speaks on May 8th NVDA earnings on May 10th Consumer Sentiment released on May 11th (consensus: 99.0) Middlebury Events… Good luck with finals and have a great summer. Recruiting starts soon!