1221 days ago
Fear and Greed Index: towards which are we going?
Greed ! According to Cable News Network, the US share market is at 92% where 100% is the maximum greed, after almost touching extreme fear in March. Are we going too far?
1221 days ago
AstraZeneca as the biggest vaccine hope for low-income countries
Below are the number of shots (in billion) that will be distributed throughout the world by the various vaccine producers. One element is changing it all: temperature. AstraZeneca's can be kept long term between 2C and 8C, whereas Pfizer and Moderna require negative 70C and 20C respectively.
1221 days ago
2021 or the year where people will buy the most smartphones
It's upgrade time! According to a Morgan Stanley report on consumer's smartphone purchases, 2021 is the year where intention of purchase is the strongest in the past few years. Morgan Stanley said: "We are incrementally bullish on 5G infrastructure and smartphone suppliers and raise AAPL bull case". And about AAPL: "Survey flags nearly 40% upside to consensus FY21 AAPL estimates, lifting our bull case valuation to $191". Seems like smartphones stocks may have room for further growth, we will see.
1221 days ago
JP Morgan is upgrading EU equities to Overweight / downgrading US equities to Neutral
JP Morgan: "Eurozone is attractively valued, trading at a greater than typical 15% P/E discount to the US, and could benefit from the style switch into Value. Relative earnings trends have favored US over Eurozone for a while now, but a potential bounce in relative earnings of Eurozone could be on the cards. Peripheral spreads are well behaved, further fiscal stimulus in the region is forthcoming, and any easing in trade uncertainty will benefit Euro area, too" - Source: JP Morgan, Markit
