The Weekly Brief

JP Morgan
By October 16, 2017 13:02

The Weekly Brief

Thoght of the week

US Business sentiment, as measured by the ISM manufacturing survey, continues to march upwards. September’s headline reading of 60.8 is the highest since 2004. Hurricanes Harvey and Irma distorted the deliveries subcomponent of the survey but the strength in the new orders and employment components are particularly encouraging, with both above 60 (a reading above 50 indicates expansion). In previous business cycles the ISM index has been a good lead indicator for S&P 500 earnings per share (EPS) growth. Therefore, the improvement in manufacturing business sentiment should provide a supportive backdrop for US earnings and equities over the coming months

JP Morgan
By October 16, 2017 13:02

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Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th - https://www.crowdcast.io/e/alpharesearch-09062020

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
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