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Econ Advisory [9/26/2017] Peter Thewissen.

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Presentation on theme: "Econ Advisory [9/26/2017] Peter Thewissen."— Presentation transcript:

1 Econ Advisory [9/26/2017] Peter Thewissen

2 Portfolio Performance

3 Market Summary IXIC SPX DJIA

4 Portfolio Highlights Alphabet (GOOG) to acquire $1.1bn of HTC’s hardware business

5 Portfolio Highlights Chevron (CVX) to invest $4bn in Permian Basin over the next year

6 Portfolio Highlights Hearings begin for Enbridge’s (ENB) $6.5bn Line 3 pipeline expansion

7 Portfolio Highlights United Technologies (UTX) acquisition of Rockwell Collins (COL) set to face regulatory scrutiny

8 Portfolio Highlights Symantec (SYMC) cancels Splunk (SPLK) acquisition, citing overvaluation

9 Econ / Market Summary Fed begins process of unwinding balance sheet
Bank of England members suggest rate increase may be coming Far-right AFD party gains 12.6% of German Parliament Northrop Grumman to buy Orbital for $9.2bn Toys R Us declares bankruptcy Equifax CEO Smith steps down Republican attempt to repeal ACA fails yet again North Korea suggests US has declared war; says it has the right to shoot down US planes in international airspace

10 Upcoming Events Industry group meetings!


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