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Draghi breaks out the monetary fairy dust in a big way

Draghi breaks out the monetary fairy dust in a big way

In this week’s Monday Morning Kickoff:

Download this week's Monday Morning Kickoff

  • A recap of the bigger than expected monetary policy actions by the European Central Bank last week and latest economic data out of China that was weaker than expected.
  • Explain our “do nothing expectations” for the Fed’s FOMC meeting this week, but also call out the potential wildcard to watch in the Fed’s commentary.
  • And while the push-pull of supply-demand dynamics for oil are batted around, we discuss what the the continued drop in US rig count means for oil output for 2017.
  • Lastly, we layout the key economic data of the week as well as the callout the key thematic earnings reports we’ll be watching in the week ahead.

 

Click the link below to download this week’s Monday Morning Kickoff report:

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About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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