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Smartkarma

Equity Bottom-Up

DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findings of the effectiveness of their boosters against the Omicron variant, demonstrating promising results of neutralizing the virus. The October JOLTS numbers also were released, showing that 4.2 million Americans quit their jobs, a decrease from the previous month, and openings increased to slightly over…

DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the…

Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&amp;P 500 makes all-time highs. Looking at declining mobility data, Pal explores how the prospect of a full lockdown in the U.S will depress economic activity as well as perhaps markets. He and Ash then discuss default risk and the stock sales of Pfizer’s CEO before zooming out into macro issues such as how stagnant money velocity affects retirees and how rise in the…

What happened to the markets following a pre-open announcement that the Pfizer/BioNTech vaccine is effective? How is Trump's unwillingness to concede weighing on a possible stimulus? Tune in and get caught up on today's most important news, all in under 5 minutes. Also, if you have a suggestion or piece of feedback, don't hesitate to reach out - feedback@streetaccount.com or jbrines@factset.com. Cheers! <a target="_blank" rel="noopener nofollow" href="https://www.factset.com/podcasts">Continue listening on FactSet StreetAccount U.S. Evening Market Recap»</a>

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Pfizer Inc. operates as a pharmaceutical company. The Company offers medicines, vaccines, medical devices, and consumer healthcare products for oncology, inflammation, cardiovascular, and other therapeutic areas. Pfizer serves customers worldwide.

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