It should have been a volatile week in the market last week, but instead, investor reaction to these events could be described as a “Big Yawn” as the S&P 500 finished up 0.4 percent for the week. Either that or the country is experiencing post-traumatic stress from this election cycle.

Either way, we have a lot to cover in this week’s Monday Morning Kickoff, jam-packed with a look back at last week’s events and what we’ve got on our radar screens on the data front as well as for earnings announcements. So let’s open that bag of candy corns and get this pre-Halloween week started!

Chris Versace
Chief Investment Officer
Tematica Research

• Spotty Earnings Announcements.
  As of Friday 23 percent of the companies in the S&P 500 have reporting earnings for 3Q 2016. That means we still have more than 75 percent left to report; however, that won’t stop us from digging into what we’ve learned thus far and what see coming down the pipe . . .  Read More >>
• AT&T (T) / Time Warner (TWX) not the only dance partners to emerge last week
  The Connected Society / Content is King thematic merger between AT&T and Time Warner wasn’t the only merger to emerge last week — there were two other mergers that didn’t grab the headlines but are no less import. What were they and why has M&A activity been on the uptick lately?   Read More >>
• Once again, a look below the headlines gives powerful insight for investors
  We always let the data talk to us when looking at key economic and earnings reports — not just the headlines or summary data parsed to prove the view we’re hoping to see. In this case, it is a deep-dive into last week’ss housing data report that uncovered yet again some encouraging news when it comes to the strength of the “American Dream” . . .  Read More >>

Click below to download the full report:

Monday Morning Kickoff 10-24-2016