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Showing 91 - 100 of 100+ results for "Factset"

The Fed's inflation and asset price conundrum

BENJAMIN ONG  |  WEDNESDAY, 28 JUN 2017
... but I wouldn't try to comment on appropriate valuations, and those ratios ought to depend on long-term interest rates." Factset data shows that the S&P 500 is currently trading at a forward P/E of 17.7 times earnings - above its five-year (13.7x), 10-year ...

Good oil, bad oil

BENJAMIN ONG  |  FRIDAY, 23 JUN 2017
... putting a question mark over the Fed's argument that the recent deceleration in the rate of inflation is "transitory". Factset data shows US headline inflation peaked at around 2.1% in 2014 with global inflation averaging just a little below 4.0% (when ...

Central Banks fail to disappoint

BENJAMIN ONG  |  MONDAY, 19 JUN 2017
... central banks' assessments and outlook are currently in sync with that of the financial markets. This is underscored by Factset's recent report that even the International Monetary Fund (IMF) "endorses the ECB's cautious approach". Or is it because the ...

Cloudy skies in the land of the rising sun

BENJAMIN ONG  |  FRIDAY, 9 JUN 2017
... month of April - was indeed an aberration caused by Cyclone Debbie that should correct in the coming months. According to Factset data, iron ore prices have fallen by 31.2% this year to date while that of coking coal is down 37.1%. Not only this, we ...

100 days of Trump (and counting)

BENJAMIN ONG  |  MONDAY, 1 MAY 2017
... companies' profits have risen by 13.6% in the first quarter of this year - the best since 2011. Moreover, according to Factset, "Of the 48% of the index that has reported so far, more than 76% have beat consensus EPS expectations, better than the 70% ...

Wednesday delivery

BENJAMIN ONG  |  MONDAY, 27 FEB 2017
... lower taxes (and increased fiscal spending) and are still giving Trump the benefit of the doubt. This is underscored by Factset's report: "Latest Flow Show report from BofA Merrill Lynch (based on EPFR data) noted equity funds attracted $7.6B in latest ...

No December lift off? Small chance

BENJAMIN ONG  |  THURSDAY, 19 NOV 2015
... lift-off next month has risen to 72% (fed funds futures pricing) from 70% at the end of last week from 7% last month. Factset provides a good summary of the recent Fed yaks: "Lockhart (voter) said he is comfortable with moving off zero bound soon. However ...

Bond bears out of hibernation

BENJAMIN ONG  |  THURSDAY, 7 MAY 2015
... are losing. The financial presses are filled with stats about the sharp spike in bond yields in recent days. Thanks to Factset, I didn't have to calculate the bond prices that correspond to particular yields. My Facstet service shows that investors who ...

Q1 earnings expectations get rub down

BENJAMIN ONG  |  TUESDAY, 7 APR 2015
... 1.5% (from plus 3%). If you think this is no good, try John Butters' -- vice president and senior earnings analyst at FactSet - prediction: "During the first quarter of 2015, analysts lowered earnings estimates for companies in the S&P 500 for the quarter. ...

Australia's confidence recession

BENJAMIN ONG  |  THURSDAY, 4 DEC 2014
... land. It dropped by two consecutive quarters - minus 0.3% in June and minus 0.4% in September. If this is the case, my Factset database shows that Australia has had several (income) recessions already -- Q3-Q4 2012; Q4 2011-Q1 2012; Q4 2008-Q2 2009 ...