HALISTER1: SapphireOne Mortgages FCT 2016-1 - DBRS Presale Report

SapphireOne Mortgages FCT 2016-1 - DBRS Presale Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

People
Kali Sirugudi (DBRS Inc)
Keith Gorman (DBRS Inc)
Asim Zaman (Dbrs Europe Ltd)

Topics
Fixed Income Research
Reports
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283

HALISTER: Boeing’s Agreement With Iran Comes Under Congressional Scrutiny

Boeing’s Agreement With Iran Comes Under Congressional Scrutiny

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
BA US (Boeing Co/The)

People
William Huizenga (United States House of Representatives)
Bashar Al-Assad (Syrian Arab Republic)
Dennis Heck (United States House of Representatives)
Jacob Lew (United States Department of the Treasury)
Marco Rubio (United States Senate)

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UUID: 7947283

HALISTER: Wal-Mart May Need to Sweeten Deal to Get People to Pay With App

Wal-Mart May Need to Sweeten Deal to Get People to Pay With App

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
WMT US (Wal-Mart Stores Inc)
SBUX US (Starbucks Corp)

People
Daniel Eckert (Wal-Mart Stores Inc)
James Wester (International Data Group Inc)
Kevin Johnson (Starbucks Corp)
Richard Crone (Crone Consulting LLC)

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UUID: 7947283

HALISTER1: Brazil parliament leader and Rousseff foe quits in graft probe

Brazil parliament leader and Rousseff foe quits in graft probe

Alert: HALISTER1
Source: DPA (Deutsche Presse-Agentur)

Tickers
PETR4 BZ (Petroleo Brasileiro SA)

People
Dilma Rousseff (Federative Republic of Brazil)
Eduardo Cunha (Federative Republic of Brazil)
Michel Temer (Federative Republic of Brazil)

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UUID: 7947283

HALISTER1: Brazil parliament leader and Rousseff foe quits in graft probe

Brazil parliament leader and Rousseff foe quits in graft probe

Alert: HALISTER1
Source: DPA (Deutsche Presse-Agentur)

Tickers
PETR4 BZ (Petroleo Brasileiro SA)

People
Dilma Rousseff (Federative Republic of Brazil)
Eduardo Cunha (Federative Republic of Brazil)
Michel Temer (Federative Republic of Brazil)

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UUID: 7947283

HALISTER: BOE After Brexit, JPMorgan Earnings, China: Week Ahead July 9-16

BOE After Brexit, JPMorgan Earnings, China: Week Ahead July 9-16

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
AMC US (AMC Entertainment Holdings Inc)
AA US (Alcoa Inc)
AAPL US (Apple Inc)
13598Z US (Federal Reserve System)

People
Alejandro Garcia Padilla (Commonwealth of Puerto Rico)
Alexander Van Der Bellen (Republic of Austria)
Alexei Ulyukayev (Russian Federation)
Alexis Tsipras (Hellenic Republic)
Andrzej Duda (Republic of Poland)

Topics
El Nino

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UUID: 7947283

HALISTER1: Treasury Bonds to Attract U.S., Foreign Investors: Hoisington

Treasury Bonds to Attract U.S., Foreign Investors: Hoisington

(Bloomberg) -- Treasury bonds should have “further appeal to domestic investors,” as 2Q “marks the high point of economic performance” for this year, Hoisington Investment Management said in quarterly report.
  • Foreign investors will also continue to be attracted to UST bonds since “stressed conditions” have pushed down yields in Japan, Germany and France, Van R. Hoisington and Lacy Hunt say in report
    • NOTE: Barclays strategists said in conference call that U.S. bond has been “single best performing asset in past six months, not annualized”
  • Economic slowdown will cut the “already weak nominal” growth trajectory
    • 2016 nominal GDP est. 2.5%, down from 3.1% in 2015
  • With “normal lag,” annual inflation rate should begin to drop toward year-end
  • Elevated debt levels are producing “poor business conditions worldwide”
  • M2 growth above 6.5% y/y, though dropped to lowest level since early 1950 in 1Q
    • “Such a slump is to be expected when the wrong type of debt increasingly dominates the total”
  • Hoisington manages $5.7b, including the Wasatch-Hoisington U.S. Treasury Fund (13.2% avg annual return over 5 years)
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Lacy Hunt (Hoisington Investment Management Co)

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UUID: 7947283