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US stock market, economy and companies update (March 27, 2015)

March 27, 2015, Friday
 US equities stopped the bleeding during yesterday's session and today we are seeing some tepid gains, although the 10-year UST has come in 2.5 basis points or so. As of writing, the DJIA is up 0.07%, the S&P500 is up 0.26% and the Nasdaq is up 0.29%. Fed Chair Yellen is scheduled to speak on monetary policy in San Francisco later this afternoon. Few observers expect her to materially alter the tone of last week's FOMC press conference or the more cautious Fed forecasts issued at that time.

Russian stock market daily morning report (March 27, 2015, Friday)

March 27, 2015, Friday
The quotes of oil are looking down this morning as investors have realized that military action in Yemen did not threat with suspensions in global deliveries. At the meantime, the oil might gain support on behalf of the numbers on the drilling volume in the US. MICEX broke through an important level of 1,600 points, which might possibly mean the start of a new round of reduction.

European stock market, economy and companies update (March 27, 2015)

March 27, 2015, Friday
Japan's Core CPI (ex-3% sales tax hike) edged towards deflation: 0.0% v 0.2% prior as decline in oil prices pushes down inflation; Nationwide CPI slowed to an 11-month low of 2.0% y/y. Safe Havens flows subside as risk appetite finds some traction as markets review impact of Saudi-Yemen conflict. France Consumer Confidence rise to best level since Nov 2010

UK stock market morning note (March 27, 2015)

March 27, 2015, Friday
 The FTSE 100 is called to open higher this morning although gains may be limited given the cautious sentiment and the overnight performances on Wall Street and in Asia. The economic diary today sees the Bank of England Governor Mark Carney again speaking with the focus then turning to the US with the release of the country's final GDP quarter reading, the revised University of Michigan consumer sentiment index and this evening UK time a speech from the Federal Reserve Chair Janet Yellen.

Asian stock market, economy and companies update (March 27, 2015)

March 27, 2015, Friday
Despite the rumored differences between Japan PM Abe and BOJ Gov Kuroda on the fiscal side, both have taken every opportunity to cheerlead progress made on tackling deflation. The latest CPI data could make that more challenging going forward. Nationwide CPI slowed to an 11-month low of 2.0% y/y, but when adjusted for April's consumption tax, that rate of CPI screeched to a halt of zero - the first time that prices failed to show y/y growth in nearly two years.

UK stock market commentary (March 27, 2015): This is not a buying opportunity

March 27, 2015, Friday
 European equities are set to start with a small bounce following yesterday’s sell-off. However, it’s looking like a dead cat bounce more than a proper turn around in sentiment as all of yesterday’s negative cues are still firmly in place. The situation in Yemen looks to be escalating with Egypt ready to send troops to the region and Pakistan threatening retaliatory action against any attack on Saudi Arabia. Closer to home, Greece continues to cause jitters as the central bank reported that business and household deposits had slumped to a 10 year low.

News

Global Outlook

Driverless Cars Poised To Transform Automotive Industry

March 27, 2015, Friday
The newest Mercedes autonomous car looks like a car on the outside but like a lounge on the inside, with four swivel seats facing each other in a multimedia bubble of padded leather and walnut veneer. The F 015 'Luxury in Motion' concept car unveiled at the Consumer Electronics Show in Las Vegas earlier this year is completely self-driving but still has a steering wheel and brake if you want to swivel around and drive it manually.

Active vs. passive redux

March 25, 2015, Wednesday
Most of you know I spend my days gathering “thin reeds” and try to weave them into a favorable “investment bouquet.” As Yogi Berra said, “You can observe a lot by just watchin’!” To this point, about a month ago I wrote:

Give'em the Old Razzle Dazzle

March 24, 2015, Tuesday
Janet Yellen channels Billy Flynn? Last week the Fed Chairwoman treated us to a master class of rhetorical misdirection which produced some memorable examples of doublespeak, including the soon to be classic "Just because we removed the word 'patient' does not mean we're going to be 'impatient."' But perhaps more surprising than her new heights of verbal dexterity was the market's euphoria at being so blatantly manipulated. Never has the financial world enjoyed a lie so thoroughly.

Wall Street Losing Millions From Bad Energy Loans

March 24, 2015, Tuesday
Oil companies continue to get burned by low oil prices, but the pain is bleeding over into the financial industry. Major banks are suffering huge losses from both directly backing some struggling oil companies, but also from buying high-yield debt that is now going sour.

Recommendations

Goodyear India 4QCY2014 performance highlights and results update

March 2, 2015, Monday
For 4QCY2014, Goodyear India (GIL) reported a disappointing set of numbers. Its top-line for the quarter declined by 11.2% yoy to Rs.360cr, below our expectation of Rs.424cr. The raw material cost as a percentage of sales declined by 314bp yoy to 66.5% but employee and other expenses (both as a percentage of sales) increased by 210bp yoy and 231bp yoy to 8.5% and 16.6% respectively, negating the benefits of lower raw material cost.

Indian Railway Budget 2015-16

February 27, 2015, Friday
The Railway Budget for 2015-16 laid the foundation for a five year vision to transform the Indian Railways as a prime engine for propelling the Indian economy. It laid thrust on customer satisfaction, investment towards capacity building and modernisaion of infrastructure. The Railway Budget for the next fiscal emphasized on augmenting capacity through network expansion, expansion of freight handling capacity, setting up of Transport Logistics Corporation of India towards provision of end-to-end logistics solution, revision of policy for private freight terminals, harnessing PPP, and awarding 750 km of civil contracts and 1300km of system contracts on dedicated freight corridor