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14:09
06/25/19
06/25
14:09
06/25/19
14:09

Presidents Trump, Xi to meet Saturday in Japan, Reuters says

The goal of a meeting between U.S. President Donald Trump and Chinese President Xi Jinping at G20 later this week will be to restart trade negotiations, and there is a pretty good chance that will occur, Reuters reports, citing a senior U.S. official. The two countries could agree not to place new tariffs as a goodwill gesture, but it is unclear if that will happen at the meeting scheduled for Saturday, the report says. White House officials have said that no broad trade agreement is expected to be made at the meeting, but they hope to create a path forward as the two parties continued to be locked in a tariff dispute, the report notes. Reference Link

SPX

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SPY

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07/09/18
MSCO
07/09/18
NO CHANGE
MSCO
Morgan Stanley suggests getting more defensive, downgrades Tech to underweight
Morgan Stanley equity strategist Michael Wilson believes the S&P 500 could trade to 2,800-2,825 in the "very near-term," but is recommending investors use such a move higher to reduce portfolio beta and risk as he continues to expect an "aggressive rotation" toward defensive sectors at some point. Given his view of a growing probability for sustained defensive leadership, Wilson downgraded Small caps to equal weight and Technology to underweight. He also upgraded Consumer Staples and Telecom Services to equal weight from underweight.
12/06/18
DBAB
12/06/18
NO CHANGE
DBAB
Deutsche lowers probability of U.S., China trade deal after Huawei CFO arrest
Following reports that the CFO of Huawei was detained in Canada on December 1 due to an U.S. extradition request over Iran sanctions, Deutsche Bank analyst Zhiwei Zhang lowered his probability of the U.S. and China reaching a trade deal by March 1 to 30% from 40%. The arrest is a "clear signal that the trade war is escalating to a new level," Zhang tells investors in a research note partially titled "Huawei case is a big deal." U.S. business interests in China "face higher risk than before," says the analyst. He points out that Huawei has been widely recognized as one of the most successful technology companies in China.
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NFLX

Netflix

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CBS

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FDX

FedEx

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EFX

Equifax

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KEY

KeyCorp

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U.S. Bancorp

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MasterCard

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Box Office Battle: 'The Lion King' roars to number 1 in $185M U.S. debut »

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Sony

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LGF.A

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DIS

Disney

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Viacom

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Viacom

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EFX

Equifax

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Equifax agrees to pay $700M after massive data breach, WSJ reports »

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NFLX

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JNJ

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MRKR

Marker Therapeutics

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RDY

Dr. Reddy's

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KLAC

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LRCX

Lam Research

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MRVL

Marvell

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KEYS

Keysight Technologies

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Micron

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MIRM

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FULC

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PHR

Phreesia

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GMAB

Genmab

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AMK

AssetMark Financial

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ORCC

Owl Rock

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DOYU

DouYu

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NOVA

Sunnova Energy

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CSTL

Castle Biosciences

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WSG

Wanda Sports

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LVGO

Livongo Health

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Health Catalyst

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Johnson & Johnson

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PYPL

PayPal

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MasterCard, Visa among best stocks to play fintech boom, Barron's says »

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MasterCard

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USB

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KeyCorp, U.S. Bancorp better positioned for Fed rate cut, Barron's says »

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KeyCorp

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