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Yellen's Jackson Hole Speech Pretty Much Told The Market What It Already Knew
Monday, August 29, 2016 - 11:44am | 274Read More...Kevin Logan, HSBC Chief U.S. Economist, commented in a research report that Federal Reserve Chair Janet Yellen's speech on Friday basically told the market what is already known. Logan noted that Yellen indicated in her space that the case for a rate hike has "strengthened," but any final decision...
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Meet The Company Merging Human Instinct And Robot Intelligence
Friday, August 26, 2016 - 2:18pm | 397Read More...The financial services industry has gnashed its teeth over the rise of fintech, and more specifically robo-advisors. Innovations in the finance space threaten to leave thousands of financial professionals unemployed (and potentially unemployable), as investment decisions are increasingly...
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What Analysts Think Central Banks Will Do Following Brexit
Friday, June 24, 2016 - 11:35am | 398Read More...Now that Britain has officially voted to leave the eurozone, central banks are left to decide what (if anything) they will need to do to stabilize global markets. Several Wall Street analysts have already given their takes on the issue. Capital Economics believes the rhetoric about the dangers of a...
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HSBC Downgrades Melco Crown, SJM; Says Prefers MGM China, Galaxy
Wednesday, April 20, 2016 - 10:49am | 378Read More...The decline in the Gross Gaming Revenues, or GGR, of Macau gaming companies ended in 1Q16, with the segment recording growth in both VIP and mass. Over the same period, shares of Macau gaming companies rallied 43 percent, from their bottom in January 2016. HSBC’s Scott Chan noted that the...
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If Apple Adopts OLED It Could Benefit These Stocks, Says HSBC
Tuesday, April 19, 2016 - 9:44am | 359Read More...HSBC said SAMSUNG ELECTRONIC KRW5000 (OTC: SSNLF), SFA Engineering and Duksan Neolux would be key beneficiaries if Apple Inc. (NASDAQ: AAPL) decides to adopt OLED displays for its iPhones. According to a report from Korea Herald, via MacRumors, Samsung will begin supplying Apple with OLED display...
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Wall Street Not Surprised At Lack Of Weekend Agreement In Doha
Monday, April 18, 2016 - 2:06pm | 541Read More...Wall Street isn't surprised at the lack of weekend deal in Doha that would have froze oil production at January levels. However, the Street views the lack of deal is a bearish sign for oil and could make the prices further volatile. Oil prices have been rallying in the recent past, in part...
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HSBC Maintains Cautious Stance On Fertilizer Group; Downgrades Potash, Mosaic
Monday, April 11, 2016 - 10:37am | 486Read More...Global fertilizer prices have been under pressure. HSBC’s Yonah Weisz mentioned that the sustained pressure on fertilizer prices is likely to test the ability of manufacturers to weather their impact. “The lack of industry visibility, higher volatility, and negative macro trends (...
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Anyone Playing The Yellen-Gold Rally Should Read This Before Getting Too Excited
Wednesday, March 30, 2016 - 10:42am | 313Read More...The price of gold is up following a cautious speech this week by Fed Chair Janet Yellen. HSBC analyst James Steel believes that the market was watching her speech closely for any signs of a possible April rate hike. So far, the market appears satisfied that Yellen’s speech means that there...
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HSBC Downgrades Burberry, Says It's 'Harder To Pound The Table' Now
Wednesday, March 9, 2016 - 1:22pm | 319Read More...Burberry Group plc (LON: BRBY) is down more than 6 percent on Wednesday following a downgrade by HSBC. According to the research report, the recent price rebound in the stock is "not justified." "The recent GBP weakness mechanically means that FY March 17 should see positive FX...
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Investors Are Underestimating The Likelihood Of Negative Interest Rates, HSBC Notes
Friday, February 26, 2016 - 11:01am | 299Read More...In a new report, HSBC analyst Steven Major addressed growing speculation that more global central banks, including the U.S. Federal Reserve, will opt for increasingly negative interest rates to combat deflation. According to Major, negative interest rates may also be a long-term solution to global...
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The Biggest Chinese M&A In History? Here's How You Could've Heard First And Made Money
Wednesday, January 20, 2016 - 6:02pm | 560Read More...Syngenta AG (ADR) (NYSE: SYT) is one stock that has bucked the market selloff in a big way. The agribusiness giant’s shares are up 11 percent since the beginning of November 2015; the Dow is down 10.3 percent over that time. So why the massive outperformance? Developments in the M&A...
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Vale's Base Is 'Crumbling,' Warns HSBC Analyst Amid Downgrade
Wednesday, January 20, 2016 - 10:40am | 289Read More...Vale SA (ADR) (NYSE: VALE) shares have been on a downward trajectory, and have plummeted 57 percent since July 20. HSBC’s Leonardo Shinohara downgraded the rating for the company from Buy to Hold, while reducing the price target from $5.00 to $2.20. Vale’s value is crumbling...
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HSBC's Top 10 Market Risks For 2016
Tuesday, December 8, 2015 - 2:17pm | 487Read More...In a new report, HSBC analyst Fredrik Nerbrand named the firm’s top 10 market risks for 2016. Here’s a breakdown of the list. 2016's Top 10 Risks 1. U.S. Capex Recovery In this scenario, U.S. labor markets will continue to improve leading to strong profits, higher capital spending, wage...
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HSBC Sees 'Slightly Better Than 50/50' Chance Of December Rate Hike
Thursday, October 29, 2015 - 1:08pm | 378Read More...This week’s FOMC statement indicated fears over international developments have subsided. HSBC now predicts a slightly better than 50 percent chance of a December rate hike. The firm believes that employment and inflation reports between now and the December meeting will be the determining...
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HSBC: Vale Has 45% Upside, Is A Buy
Wednesday, October 28, 2015 - 10:18am | 334Read More...Vale SA (ADR) (NYSE: VALE) shares are down 49 percent year-to-date, having declined steadily from $8.80 on May 5. HSBC’s Leonardo Shinohara upgraded the rating on the company from Hold to Buy, while raising the price target from $5.90 to $6.70. Excessive investor focus on iron ore...











