Econ Advisory October 17, 2017.

Slides:



Advertisements
Similar presentations
ALLIANCE FOR HEALTH REFORM, STATE COVERAGE INITIATIVES BRIEFING, WASHINGTON, D.C., OCTOBER 26, 2007.
Advertisements

The Balance of Payments
 This chapter addresses the following: ◦ How does government control the amount of money in the economy? ◦ Which government agency is responsible for.
AP Econ Week#11 Fall Economics 11/10/14 OBJECTIVE: Examine the Role of the Federal Reserve. APMacro-I.B Language objective:
Fed Challenge 2011 September Charlotte Office.
Connect Mexico - Trade Platform Project USMCOC & ProMexico Sign Connect Mexico Agreement Boost SME’s Revenue & International Commerce Create Electronic.
The Federal Reserve System How does the Federal Reserve System operate? 1.
Commonwealth Financial Network ® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Real Estate Trends and Outlook Lawrence Yun, Ph.D. Chief Economist NATIONAL ASSOCIATION OF REALTORS ® Presentation at Cedar Rapids Association of REALTORS®
CHAPTER 30 Money, Banking, and the Federal Reserve System PowerPoint® Slides by Can Erbil © 2005 Worth Publishers, all rights reserved.
WELCOME TO SEMINAR 4 HS 240. To Begin.. Review –Last week’s performance –The Accounting Equation, Debit vs. Credit, and Journalizing Transactions Questions.
Strengthening the Texas Unemployment Insurance System Maurice Emsellem, Policy Co-Director National Employment Law Project (510)
MONEY, BANKING AND THE FED. FUNCTIONS OF MONEY MEDIUM OF EXCHANGE UNIT OF ACCOUNTING STORE OF VALUE.
1 Chapter 24 Money and the Federal Reserve System Key Concepts Key Concepts Summary Summary Practice Quiz Internet Exercises Internet Exercises ©2002 South-Western.
An Introduction to Alaska Fiscal Facts and Choices
Business Administration & Management Mr. Bernstein Credit Principles and Practice, pp June 1, 2015.
Economic and Commercial Real Estate Outlook By Lawrence Yun, Ph.D. Chief Economist National Association of REALTORS ® May 14, 2015 Washington, D.C.
Chapter 10 Consumption and Savings Economics 11. What is consumption? consumption is that part of an individual’s income that is spent on goods and services.
The Federal Reserve: What They Are, What They Do..
AKTIV KAPITAL ASA Q Presented by CEO Rolf Stub Oslo,
McGraw-Hill/Irwin © 2006 The McGraw-Hill Companies, Inc., All Rights Reserved. The Federal Reserve System Chapter 14.
McGraw-Hill/Irwin ©2008 The McGraw-Hill Companies, All Rights Reserved The Federal Reserve System Chapter 14.
“The Federal Reserve System and Monetary Policy”.
Market Update 2/14/2017.
JEOPARDY! The Accounting Cycle Click Once to Begin Template by
AEB 4283: International Development Policy
AP Econ Week#15 Winter16.
International Trade Global Economics ECON
Tustin Unified School District
The Federal Reserve System
WHEDA Capital Access Advantage Down Payment Assistance
Chapter 18 Money and the Federal Reserve System
MARKETING REQUIRES MONEY
Market Update May 4th, 2017 Edward Low, SK Ra
The Federal Reserve System
California Crisis Update
Sections in a Venture Plan
Econ Advisory September 19, 2017.
Econ Advisory March 7, Jigar Bhakta.
Econ Advisory [11/28/2016] Brodie miller.
Econ Advisory [4/17/2017] Brodie miller.
Econ Advisory OCT 10, 2017.
Econ Advisory February 21, 2017.
Econ Advisory November 28, 2017 | Cam Allan.
Financial Accounting, Sixth Edition
Econ Advisory March 21, 2017.
Interest Rates and Inflation
Financial Accounting, Fifth Edition
October 3, 2017 Justin Ernsting
MONEY, BANKING AND THE FED
Economic Advisory January 23, 2018 Jigar Bhakta.
Econ Advisory [4/14/2017] Brodie miller.
Econ Advisory [10/31/2017] BRODIE Miller.
Econ Advisory April 4, 2017.
January 16, 2018 | Brodie Miller
Economic Advisory April 2, 2018 Jigar Bhakta.
Economic Advisory March 18, 2018 Miles McQueen.
Econ Advisory April 16, 2018.
Econ Advisory October 31, Jigar Bhakta.
Econ Advisory February 26, 2018 | Cam Allan.
Econ Advisory November 7, 2017.
Economic Advisory May 7, 2018 Jigar Bhakta.
Economic Advisory APRIL 9, 2018 Brodie Miller.
Econ Advisory December 5, Jigar Bhakta.
Economic Advisory April 23, 2018 Amanda Bayer.
NS3040 Fall Term 2018 USMCA Federal Reserve Bank of Chicago, Strong Dollar Weak Dollar.
Econ Advisory [9/26/2017] Peter Thewissen.
Sections in a Venture Plan
CORPORATE OVERIVEW MARCH 2019
Lesson 9: Money & Inflation
Presentation transcript:

Econ Advisory October 17, 2017

Portfolio Performance

Market Performance

Portfolio Highlights Alphabet Constellation Brands Domino’s Pizza The British government is rumored to consider classifying and regulating Alphabet as news publishers rather than platforms Constellation Brands Northern California fires threaten grape supply for its wines Domino’s Pizza Beat Q3 estimates in US comparable stores sales, international comparable stores sales, and earnings per share Enbridge Trump Administration awarded Enbridge with a presidential permit to complete the Line 67 pipeline, doubling its capacity Upgrades: Macquarie upgrades Chevron Morgan Stanley reiterated overweight for Constellation Brands Credit Suisse raises Alphabet target

Econ / Market Summary The Dow broke past 23,000 milestone for a new record (but closed down 2.5pts) NAFTA negotiations are stalling as Canada and Mexico reject US terms They cite ”significant conceptual gaps” and do not anticipate a deal by the end of the year They still claim they are open to negotiations, though Bipartisan bill introduced to the Senate regarding the Affordable Care Act Preserve for two years the billions of dollars in payments made to insurers to help offset consumers’ out-of-pocket costs Restores $106 million in funding for outreach Vetting process under way for new chair of the Federal Reserve Rumors of Aramco IPO falling apart

Upcoming Events Macro Events: CCI Events: SIC Events: Fed Balance Sheet on Thursday Janet Yellen speaks on Friday CCI Events: Tuck Bridge – Tomorrow at noon (Proctor Terrace) Tuck Bridge info session on Oct. 26th at 6pm in Axinn 219 SIC Events: Fall Finance Trip next week Apollo Global Management is looking for sophomore women for an internship. If you’re interested, contact Sarah Breckinridge (sbreckinridge@middlebury.edu)