from Morning Bid with David Gaffen:

Who’s Your Moses Now, See?

April 27, 2016

So, uh, that happened. Apple put together an earnings report that seemed to spell the official end of the iPhone as an unstoppable force, as time, well, time waits for no one. And so after nine years without a sales decline, one has finally happened, and it’s cast a pall over markets so far in the early going for futures. Just how much the market reacts will be instructive for how much Apple still means for the overall market.

from Breakingviews:

Capital drought will spark unicorn M&A orgy

December 23, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Best chapter in Pearson breakup story yet to come

August 5, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

Thinking global, earning local

November 14, 2014

Earnings season has really closed down, with Wal-Mart out of the way, and with the markets sitting just a touch off record highs, it’s worth looking at how earnings fared and what valuations suggest right now.

from Breakingviews:

Nutreco’s $3 bln buyout shows value of food chain

October 20, 2014

By Quentin Webb

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

The cage is full

October 15, 2014

The equity market stabilized on Tuesday but only just barely - a 0.16 percent gain on the S&P 500 is nothing to write home about - but that the market bounced off support levels around 1,876 was notable enough.

from Breakingviews:

Snapchat’s valuation soars on tech-land pixie dust

August 27, 2014

By Robert Cyran

The author is a Reuters Breakingviews columnist. The opinions expressed are his own

from Global Investing:

Betting on (expensive and over-owned) Indian equities

August 20, 2014

How much juice is left in the Indian equity story? Mumbai's share index has raced to successive record highs and has gained 24 percent so far this year in dollar terms as investors have bought into Prime Minister Narendra Modi's reform promises.

from Counterparties:

MORNING BID – Once Upon a Dream

August 5, 2014

Disney is expected to report third-quarter results after market close and is likely to beat average analyst estimates, according to StarMine. The media company's results could get a boost from "Maleficent", its revisionist take on "Sleeping Beauty" featuring Angelina Jolie, but the company’s prowess doesn’t end there, not with “Captain America: Winter Soldier” also a box-office champ in 2014 – which was also released during its most recent reporting period.

from Counterparties:

MORNING BID – Minute by minutes

July 9, 2014

The bond market remains pretty much tethered to the 2.50 percent to 2.60 percent range that's prevailed for the 10-year note for quite some time now, with the primary catalyst being today's release of the Federal Reserve's minutes from its most recent meeting. The relevant data that investors are probably paying most attention to - the jobs report last week, the JOLTS jobs survey, shows some more things that is meant to keep the Fed engaged rather than moving toward an imminent increase in rates. The quit rate - the rate at which people leave jobs for others - is still historically a bit on the low side, not at a level that would make the Fed more comfortable that the kind of labor-market dynamism needed for the Fed to shift to raising interest rates. Fact is, the central bank just isn't there yet.