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Best 15 Market Yesterday

CountryChangePct
MEXICO2.25
CANADA2.00
SOUTH AFRICA1.83
GREECE1.67
RUSSIA1.51
NORWAY1.49
TURKEY1.36
POLAND1.34
SWEDEN1.24
PERU1.23
KUWAIT1.20
SPAIN1.15
QATAR DOMESTIC1.15
SAUDI ARABIA DOMESTIC1.13
INDONESIA1.10

Worst 15 Market Yesterday

CountryChangePct
EGYPT-1.34
JAPAN-0.86
BULGARIA-0.76
JORDAN-0.65
ZIMBABWE-0.63
HUNGARY-0.59
KENYA-0.49
SRI LANKA-0.47
DENMARK-0.36
SERBIA-0.34
LITHUANIA-0.16
FM AFRICA-0.15
PHILIPPINES-0.12
OMAN-0.11
NIGERIA-0.08

Best 10 Market Last Year

CountryChangePct
BRAZIL112.88
PERU83.15
RUSSIA62.74
UKRAINE58.31
ZIMBABWE57.37
PAKISTAN46.65
MOROCCO41.03
SOUTH AFRICA40.66
HUNGARY40.38
KAZAKHSTAN38.53

Worst 10 Market Last Year

CountryChangePct
GHANA-31.81
NIGERIA-25.60
BOTSWANA-23.08
ISRAEL-20.51
BOSNIA AND HERZEGOVINA-19.78
SLOVENIA-12.27
DENMARK-10.32
TRINIDAD AND TOBAGO-10.06
KENYA-8.41
TURKEY-5.17

Country USD Yields and Week Changes

CountryAverage YieldYield Average WkChange % pts
Gabon7.900.40
Ghana8.390.35
Cote D'Ivoire (Ivory Coast)6.950.33
Angola10.190.24
Zambia9.090.22
Serbia4.070.21
Ecuador8.230.19
Croatia (Hrvatska)3.980.18
Hungary3.620.16
Ukraine8.310.15
Iraq9.080.14
Ethiopia8.100.14
Tunisia6.520.13
Dominican Republic6.010.11
Azerbaijan5.290.11
Romania3.920.11
Poland3.040.10
Colombia4.200.10
India4.070.09
Slovak Republic2.660.09
Philippines3.170.09
Egypt6.200.08
China3.110.08
Chile3.450.08
Oman4.720.07
Lithuania2.870.07
Mexico5.180.07
Malaysia3.620.06
Peru4.060.06
Panama3.680.06
South Africa4.930.05
Kazakhstan4.650.05
Paraguay5.910.04
Jordan6.420.04
Brazil5.250.03
Indonesia4.340.03
Russian Federation4.320.03
Uruguay4.620.01
Jamaica6.270.01
United States0.780.01
Turkey5.840.00
El Salvador8.300.00
Argentina6.800.00
Lebanon6.48-0.01
Trinidad and Tobago4.58-0.02
Mongolia7.35-0.03
Sri Lanka5.75-0.04
Vietnam4.64-0.06
Kenya7.41-0.09
Pakistan4.88-0.09
Costa Rica6.67-0.16
Morocco3.56-0.17
Venezuela23.10-0.63

Chart: Some of the larger GEM Funds - a lot smaller these days vs. 2007 peaks

Source: ML

Download file in Power Point

Market Comment  Political & Economic News   Today's Economic Events   Today's Stock Results   Recent ML Reports  

Key Comment





Best since the start of the week among various stock markets were MEXICO +6.83%, BAHRAIN +5.94%, ARGENTINA +5.12%, TUNISIA +5.00%, KUWAIT +4.86%, PERU +4.58%, TURKEY +4.42%, BRAZIL +4.20%, SAUDI ARABIA DOMESTIC +3.15%, SWEDEN +2.79%,

While worst since the start of the week among various stock markets were KAZAKHSTAN -2.59%, ZIMBABWE -1.97%, LEBANON -1.12%, UNITED ARAB EMIRATES -0.82%, JAMAICA -0.61%, KENYA -0.45%, PORTUGAL -0.45%, GHANA -0.40%, INDONESIA -0.31%, SRI LANKA -0.31%,

News

Best 10 Market Since the begining of the week


MEXICO

  • Trump to approve plans to build Mexican wall/.../
  • Donald Trump conferring with Israeli prime minister, Mexican .../.../
  • Mexicos economic growth likely to have accelerated to 25 pct in .../.../
  • Ford cancels plan for $1.6bn plant in Mexico after Trump criticism/.../
  • China's population will peak at 1.45 billion around 2030, says .../.../
  • Mexico exports berries to more than 70 countries/.../
  • Central Bank predicts 2% economic growth for Barbados over 5 years/.../
  • Mexico Debt Outlook Negative, S&P Downgrade Says/.../
    BAHRAIN
  • Leadership congratulates US President Trump/.../
  • Bahrain's prime minister leaves hospital/.../
  • Tamkeen chairman patronises boutique opening/...//...//...//...//...//.../
    ARGENTINA
  • Why Argentina's Macri Could Have a Rockier Year in 2017/.../
  • Ex-Argentina president Cristina de Kirchner who sparked countless .../.../
  • Why Argentina's Macri Could Have a Rockier Year in 2017/...//.../
  • Investment drives Latin America's Southern Cone – World Finance/...//...//.../
  • Argentina's debt bonanza buys time, raises risks/.../
    TUNISIA
  • Egypt is in 'safe hands' under Sisi: Tunisian president to Egyptian FM/.../
  • Tunisia's prime minister vows to arrest repatriated jihadis amid .../.../
  • Moodys Pressure on Tunisian banks to remain amid significant .../...//...//...//...//...//.../
    KUWAIT
  • Iran, Kuwait urge better ties between Tehran and Gulf Arabs/.../
  • with NATO Secretary General Jens Stoltenberg and the Deputy .../.../
  • Albanian Development Fund thanks Kuwait for contributions .../.../
  • BSE IPO opens, 3% shares lapped up within first hour/...//...//...//.../
  • Россия погасила советские долги перед Кувейтом/.../
    PERU
  • 薗浦外務副大臣のペルー訪問(結果)/.../
  • Peru, India to Start Free Trade Talks This Quarter/.../
  • CORRECTED-Peru 2016 economic growth likely 'somewhat under .../...//...//...//.../
  • Mooers super expects drop in town taxes/...//.../
    TURKEY
  • Turkey's president seeks to boost ties with Madagascar/.../
  • Turkish PM Believes Ankara's Role in Syrian Settlement Increased .../.../
  • World Bank revises down Turkey's 2017 growth projection/.../
  • The Banking Outlook for Turkey/.../
  • China's internet users grew in 2016 by the size of Ukraine's .../...//.../
  • Turkey's budget deficit for 2016 less than forecast/...//.../
    BRAZIL
  • Wife of Ex-Brazilian President Hospitalized After Stroke/.../
  • Brazil has had 'no contact from Britain' in relation to trade deal/.../
  • How Oil and Primary Exports Impact Brazil's Economic Fortunes/.../
  • BRAZIL'S INVESTMENT IN FOREIGN TOURISM PAYS OFF IN THE .../.../
  • Yahsat's Mahmood on Brazil, Africa, Facebook and future satellites/.../
  • Brazil's Neoliberal U-Turn: Wishful Thinking in the Face of Class .../...//.../
  • Brazil's debt to climb further in coming years: official/.../
    SAUDI ARABIA DOMESTIC
  • Treat my citizens well- Akufo-Addo tells Saudi Mission head/.../
  • Think that 2016 was a Tough Year for Saudi Arabia? Wait till you .../.../
  • Transcript of the Press Conference on Key Economic Developments .../.../
  • A Look at Bahrain's International and Domestic Investment Strategies/...//...//.../
  • Global Budget Hotels Market Analysis by Key Trends, Regions .../.../
  • Saudi Central Banker Says Crunch That Squeezed Banks Is Over/.../
    SWEDEN
  • Opinion: With Trump US president, Sweden must stand up for .../.../
  • Sweden Called Off Bofors Probe To Spare Rajiv Gandhi .../.../
  • Sweden best country in the world for business: Forbes ranking/.../
  • Swedish investors descend upon North East on business .../.../
  • Sweden's population reaches historic ten million milestone/...//...//...//.../

    Worst 10 Market Since Begining of the Week


    KAZAKHSTAN
  • Kazakh President, Special Panel Mull Major Political Reforms/.../
  • Nazarbaev Says He'll Devolve Some Powers As He Becomes .../.../
  • Developing Aktobe Region – Investing in Kazakhstan's Future .../...//...//...//...//...//.../
    ZIMBABWE
  • Charges Slapped on Pastor Who Predicted That Zimbabwe .../.../
  • Malema To Mugabe: Grandpa It's Enough/.../
  • Strict Taxation Can Drive Economic Growth/...//.../
  • Zim response to climate change will determine economic direction/...//.../
  • Zimbabwe budget can surpass $10 billion/...//.../
    LEBANON
  • Lebanon's President to Visit Iran: FM/.../
  • UNIFIL Force Commander Major-General Beary meets newly .../.../
  • Lebanon's economy strains under refugee influx/...//.../
  • Work underway for sustainable water supply system in Beirut/...//...//...//.../
    UNITED ARAB EMIRATES
  • President issues decrees on promotion, retirement of police officers/.../
  • India, UAE sign Comprehensive Strategic Partnership and 13 other .../.../
  • Ministry of Economy showcases UAE's economic progress/.../
  • Pakistan stays upbeat on UAE's investment pledge/...//...//...//...//.../
    JAMAICA
  • Skeng Don's daughter is new PNPYO president/.../
  • Prime Minister Attends CELAC Summit in Dominican Republic/.../
  • Central Bank predicts 2% economic growth for Barbados over 5 years/...//.../
  • Jamaica to lobby WHO over recruitment of nurses/...//.../
  • Fitch: Jamaica Budget Shows Broad Fiscal Policy Continuity/...//.../
    KENYA
  • Reformist technocrat seeks to unseat Somalia President in .../.../
  • Mauritius prime minister resigns in favor of his son/.../
  • New global ranking rattles Kenya's economic growth record/.../
  • Failed rains, fears over election bad for FDIs – KNCCI/.../
  • Why UhuRuto must reach beyond their 2013 base of support/.../
  • Kenya's royalties up with high ore prices/.../
  • Kenya: Budget Day to Come Early As Polls Beckon/...//.../
    PORTUGAL
  • Former Portuguese President Mario Soares dies aged 92/.../
  • Mário Soares, former prime minister of Portugal, dies aged 92/.../
  • Costa confounds critics as Portuguese economy holds course/...//.../
  • Europe needs many more babies to avert a population disaster/...//.../
  • Budget implementation in Angola records deficit of US$397 million .../.../
  • No renegotiation of Portugal's debt interest – Eurogroup/.../
    GHANA
  • Former Ghana president denies report that he called for Biya's .../.../
  • Osafo-Marfo 'baffled' by Prime Minister reference/.../
  • Ghana third among top 10 estimated African economic growth .../.../
  • BoG Governor Hopeful For Ghana's Economic Growth/.../
  • A story of growth and decline/...//.../
  • 2016 Budget Ghana's budget deficit hits 7% of GDP/...//.../
    INDONESIA
  • Billionaire Hary Tanoe: Trump Friend, Indonesia's Next President/.../
  • Australia open to China and Indonesia joining TPP after US pulls out/.../
  • Indonesia conducive for economic growth: President/.../
  • China overtakes Japan in Indonesia direct investment/.../
  • Could US withdrawal from TPP have a silver lining for developing .../...//.../
  • Budget Deficit of Indonesia Under Control Thanks to Tax Amnesty/.../
  • Indonesia Inc looks to refinance debt onshore as dollar rises/.../
    SRI LANKA
  • Sri Lanka president overules PM on bond probe/.../
  • Prime Minister asserts Sri Lanka needs foreign investments/.../
  • Prof. Hausmann highlights importance of technology for economic .../...//.../
  • In Sri Lanka, the Wounds of War Are Healing/...//.../
  • International award for Finance Minister burnishes Sri Lankan .../...//.../

    Econ Events Today



    Econ Events Yesterday


    Results and Dividends

    Companies Reported Yesterday Include:

    CompanyCountrySectorReported
    Nidec CorpJAPANIndustrials1/24/2017
    Baker Hughes IncUNITED STATESEnergy1/24/2017
    CA IncUNITED STATESInformation Technology1/24/2017
    Canadian National Railway CoCANADAIndustrials1/24/2017
    Capital One Financial CorpUNITED STATESFinancials1/24/2017
    Cree IncUNITED STATESInformation Technology1/24/2017
    Delta Air Lines IncUNITED STATESIndustrials1/24/2017
    EI du Pont de Nemours & CoUNITED STATESMaterials1/24/2017
    Discover Financial ServicesUNITED STATESFinancials1/24/2017
    DR Horton IncUNITED STATESConsumer Discretionary1/24/2017
    Danaher CorpUNITED STATESHealth Care1/24/2017
    Dover CorpUNITED STATESIndustrials1/24/2017
    Freeport-McMoRan IncUNITED STATESMaterials1/24/2017
    Fifth Third BancorpUNITED STATESFinancials1/24/2017
    Intuitive Surgical IncUNITED STATESHealth Care1/24/2017
    Kimberly-Clark CorpUNITED STATESConsumer Staples1/24/2017
    Mahindra & Mahindra Financial Services LtdINDIAFinancials1/24/2017
    3M CoUNITED STATESIndustrials1/24/2017
    Metro IncCANADAConsumer Staples1/24/2017
    Navient CorpUNITED STATESFinancials1/24/2017
    Parker-Hannifin CorpUNITED STATESIndustrials1/24/2017
    Koninklijke Philips NVNETHERLANDSIndustrials1/24/2017
    SAP SEGERMANYInformation Technology1/24/2017
    Travelers Cos Inc/TheUNITED STATESFinancials1/24/2017
    Total System Services IncUNITED STATESInformation Technology1/24/2017
    VMware IncUNITED STATESInformation Technology1/24/2017
    Verizon Communications IncUNITED STATESTelecommunication Services1/24/2017

    Companies that will report Today:

    CompanyCountrySectorReported
    Samsung SDI Co LtdSOUTH KOREAInformation Technology1/25/2017
    Abbott LaboratoriesUNITED STATESHealth Care1/25/2017
    LG Innotek Co LtdSOUTH KOREAInformation Technology1/25/2017
    Amphenol CorpUNITED STATESInformation Technology1/25/2017
    Boeing Co/TheUNITED STATESIndustrials1/25/2017
    Bank Negara Indonesia Persero Tbk PTINDONESIAFinancials1/25/2017
    Mirae Asset Securities Co LtdSOUTH KOREAFinancials1/25/2017
    Crown Castle International CorpUNITED STATESReal Estate1/25/2017
    Core Laboratories NVNETHERLANDSEnergy1/25/2017
    Cliffs Natural Resources IncUNITED STATESMaterials1/25/2017
    Citrix Systems IncUNITED STATESInformation Technology1/25/2017
    eBay IncUNITED STATESInformation Technology1/25/2017
    Facebook IncUNITED STATESInformation Technology1/25/2017
    F5 Networks IncUNITED STATESInformation Technology1/25/2017
    General Dynamics CorpUNITED STATESIndustrials1/25/2017
    WW Grainger IncUNITED STATESIndustrials1/25/2017
    Murphy Oil CorpUNITED STATESEnergy1/25/2017
    Norfolk Southern CorpUNITED STATESIndustrials1/25/2017
    New York Community Bancorp IncUNITED STATESFinancials1/25/2017
    Procter & Gamble Co/TheUNITED STATESConsumer Staples1/25/2017
    Progressive Corp/TheUNITED STATESFinancials1/25/2017
    PayPal Holdings IncUNITED STATESInformation Technology1/25/2017
    QUALCOMM IncUNITED STATESInformation Technology1/25/2017
    Rockwell Automation IncUNITED STATESIndustrials1/25/2017
    Banco Santander SASPAINFinancials1/25/2017
    SEI Investments CoUNITED STATESFinancials1/25/2017
    Semen Indonesia Persero Tbk PTINDONESIAMaterials1/25/2017
    St Jude Medical IncUNITED STATESHealth Care1/25/2017
    STMicroelectronics NVSWITZERLANDInformation Technology1/25/2017
    State Street CorpUNITED STATESFinancials1/25/2017
    AT&T IncUNITED STATESTelecommunication Services1/25/2017
    Textron IncUNITED STATESIndustrials1/25/2017
    United Rentals IncUNITED STATESIndustrials1/25/2017
    United Technologies CorpUNITED STATESIndustrials1/25/2017
    Varian Medical Systems IncUNITED STATESHealth Care1/25/2017

    Ex Div Stocks yesterday:

    CompanyCountrySectorReported
    Nidec CorpJAPANIndustrials9/27/2017
    Baker Hughes IncUNITED STATESEnergy2/27/2017
    CA IncUNITED STATESInformation Technology2/21/2017
    Canadian National Railway CoCANADAIndustrials3/3/2017
    Capital One Financial CorpUNITED STATESFinancials2/9/2017
    Cree IncUNITED STATESInformation Technology#N/A N/A
    Delta Air Lines IncUNITED STATESIndustrials2/8/2017
    EI du Pont de Nemours & CoUNITED STATESMaterials2/13/2017
    Discover Financial ServicesUNITED STATESFinancials2/7/2017
    DR Horton IncUNITED STATESConsumer Discretionary2/10/2017
    Danaher CorpUNITED STATESHealth Care3/21/2017
    Dover CorpUNITED STATESIndustrials2/23/2017
    Freeport-McMoRan IncUNITED STATESMaterials1/12/2017
    Fifth Third BancorpUNITED STATESFinancials3/29/2017
    Intuitive Surgical IncUNITED STATESHealth Care#N/A N/A
    Kimberly-Clark CorpUNITED STATESConsumer Staples3/8/2017
    Mahindra & Mahindra Financial Services LtdINDIAFinancials#N/A N/A
    3M CoUNITED STATESIndustrials2/15/2017
    Metro IncCANADAConsumer Staples2/15/2017
    Navient CorpUNITED STATESFinancials3/1/2017
    Parker-Hannifin CorpUNITED STATESIndustrials2/7/2017
    Koninklijke Philips NVNETHERLANDSIndustrials5/15/2017
    SAP SEGERMANYInformation Technology5/11/2017
    Travelers Cos Inc/TheUNITED STATESFinancials3/9/2017
    Total System Services IncUNITED STATESInformation Technology3/14/2017
    VMware IncUNITED STATESInformation Technology#N/A N/A
    Verizon Communications IncUNITED STATESTelecommunication Services4/5/2017

    Ex Div Stocks Today:

    CompanyCountrySectorReported
    Samsung SDI Co LtdSOUTH KOREAInformation Technology12/27/2017
    Abbott LaboratoriesUNITED STATESHealth Care4/11/2017
    LG Innotek Co LtdSOUTH KOREAInformation Technology12/27/2017
    Amphenol CorpUNITED STATESInformation Technology3/13/2017
    Boeing Co/TheUNITED STATESIndustrials5/10/2017
    Bank Negara Indonesia Persero Tbk PTINDONESIAFinancials#N/A N/A
    Mirae Asset Securities Co LtdSOUTH KOREAFinancials#N/A N/A
    Crown Castle International CorpUNITED STATESReal Estate3/15/2017
    Core Laboratories NVNETHERLANDSEnergy1/25/2017
    Cliffs Natural Resources IncUNITED STATESMaterials2/22/2017
    Citrix Systems IncUNITED STATESInformation Technology#N/A N/A
    eBay IncUNITED STATESInformation Technology#N/A N/A
    Facebook IncUNITED STATESInformation Technology#N/A N/A
    F5 Networks IncUNITED STATESInformation Technology#N/A N/A
    General Dynamics CorpUNITED STATESIndustrials4/12/2017
    WW Grainger IncUNITED STATESIndustrials2/9/2017
    Murphy Oil CorpUNITED STATESEnergy2/13/2017
    Norfolk Southern CorpUNITED STATESIndustrials2/1/2017
    New York Community Bancorp IncUNITED STATESFinancials2/8/2017
    Procter & Gamble Co/TheUNITED STATESConsumer Staples1/18/2017
    Progressive Corp/TheUNITED STATESFinancials2/1/2017
    PayPal Holdings IncUNITED STATESInformation Technology#N/A N/A
    QUALCOMM IncUNITED STATESInformation Technology3/8/2017
    Rockwell Automation IncUNITED STATESIndustrials2/16/2017
    Banco Santander SASPAINFinancials4/27/2017
    SEI Investments CoUNITED STATESFinancials6/9/2017
    Semen Indonesia Persero Tbk PTINDONESIAMaterials#N/A N/A
    St Jude Medical IncUNITED STATESHealth Care3/23/2017
    STMicroelectronics NVSWITZERLANDInformation Technology6/19/2017
    State Street CorpUNITED STATESFinancials3/30/2017
    AT&T IncUNITED STATESTelecommunication Services4/5/2017
    Textron IncUNITED STATESIndustrials3/8/2017
    United Rentals IncUNITED STATESIndustrials#N/A N/A
    United Technologies CorpUNITED STATESIndustrials2/15/2017
    Varian Medical Systems IncUNITED STATESHealth Care#N/A N/A

    Our Recent Research Reports

  • 2017-01-25 ML Morning Meeting
  • 2017-01-24 ML Morning Meeting
  • 2017-01-23 ML Fixed Income Weekly
  • 2017-01-23 ML Weekly
  • 2017-01-21 ML Fund Atlas
  • 2017-01-20 ML Morning Meeting
  • 2017-01-20 ML Index Atlas - Best Momentum Plays

    Recent Chart Art

    2017 Capex Growth Rates – Distribution for Energy Sector

    Download file in Power Point
    Some of the larger GEM Funds - a lot smaller these days vs. 2007 peaks

    Download file in Power Point
    Results of some of the larger quant or quasi quant funds

    Download file in Power Point
    Quant Fund Results (from Tom Rosen)

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    Assets of Quant Funds by Objective

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    Quant Funds By Type of Fund

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    US Govt Bond Yield is a notch higher last week

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    Cross Country Capex Growth 2017

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    GEM Total Inflows Last Month

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