Senior Investment Analyst, Black Crane Investment Mgmt Ltd

Perry Tan, CFA, CAIA, FRM

Senior Investment Analyst

Black Crane Investment Mgmt Ltd

Thematic (Sector/Industry)

<div>Jet.com was a $600m company last year before further fund raising.</div><div>It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced earlier.</div><div>Jet.com charges a $49.99 per month annual fee to its customers and promises the lowest prices (they priced below Amazon and other competitors).</div><div>Their strategy backfired and suffered losses because they did not sign up with enough partner merchants and as a result, Jet.com employees had to sometimes buy from competing merchants at a loss, in…</div>

Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced earlier.Jet.com charges a $49.99 per month annual fee to its customers and promises the lowest prices (they priced below Amazon and other competitors).Their strategy backfired and suffered losses because they did not sign up with enough partner merchants and as a result, Jet.com employees had to sometimes buy from competing merchants at a loss, in…

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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<p><span class="s1"><strong>Economic Data Out of US and China Do Not Address Key Concerns</strong></span></p><p><span class="s1">This week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.</span></p><p><span class="s1">Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. </span></p><p><span class="s1"><strong>Economic Data Out of US and China Do Not Address Key Concerns</strong></span></p><p><span class="s1">While data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.</span></p>

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. Economic Data Out of US and China Do Not Address Key ConcernsWhile data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<p>Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition of 148,400 jobs in the first five months of 2016. Over the past 3 months (April-June 2016), job gains have averaged 147,000 per month. The payrolls number for May 2016 was revised down from 38,000 to 11,000 and the number for April 2016 was revised up from 123,000 to 144,000.</p><p>The unemployment rate increased to 4.9% in June 2016, up from 4.7% in May…</p>

Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition of 148,400 jobs in the first five months of 2016. Over the past 3 months (April-June 2016), job gains have averaged 147,000 per month. The payrolls number for May 2016 was revised down from 38,000 to 11,000 and the number for April 2016 was revised up from 123,000 to 144,000.The unemployment rate increased to 4.9% in June 2016, up from 4.7% in May…

US: Non-Farm Payrolls Surge, Beating Market Expectations

<p>News flow remains extremely negative going into the Brexit vote.<br>The current level of negativity in the news is similar to that seen during the global financial crisis.<br>The main concerns are ‘Global Slowdown’ and ‘Brexit’. <br>China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?</p>

News flow remains extremely negative going into the Brexit vote. The current level of negativity in the news is similar to that seen during the global financial crisis. The main concerns are ‘Global Slowdown’ and ‘Brexit’.  China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

<ul class="ul1"><li class="li2"><span class="s1">Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.</span></li></ul><ul class="ul1"><li class="li2"><span class="s1">In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. </span></li></ul>

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. 

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

United States

Aptiv PLC manufactures vehicle components. The Company produces electronic safety for automobile and commercial vehicle manufacturers. Aptiv supplies original equipment manufacturers throughout the world.

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Aptiv PLC (APTV US)

Wal-Mart's Acquisition of Jet.com

Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced...

Perry Tan, CFA, CAIA, FRM

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global...

David Riedel

US: Non-Farm Payrolls Surge, Beating Market Expectations

Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition...

Rajan Govil

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

News flow remains extremely negative going into the Brexit vote.The current level of negativity in the news is similar to that seen during the...

David Riedel

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows...

David Riedel

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