1. Economic Advisory
January 23, 2018
Jigar Bhakta

2. Portfolio Performance

3. 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

4. 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

5. Upcoming Events Earnings: 1/25 – COL, GOOG(L), MMM; 1/31 – IR
Middlebury Events…
- Industry Group Meetings
- Finance Recruiting 101 (1/25 in AXN 4:15pm)
- A Day in the Life of an Investment Banker (1/27 in AXN 2:00pm)
- Beyond Investment Banking (1/29 in ADK 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)