The first Presidential debate between Hillary Clinton and Donald Trump is scheduled for September 26. I came to the conclusion that: The markets are trading as though Clinton has already won. As of this writing, polls have been narrowing in Trump’s favor. The consensus is that Clinton will win the debate. For Clinton to win
KEY DATA: Here are some thoughts There were a lot of layoffs in oil and gas but these layoffs are slowing. There was significant impact of rising dollar, but lately, the strength in dollar has reversed. Bad weather contributed to the ugly number but the bad weather is behind us. The number is significantly below
Downgrades: ARW Arrow Electronics to Neutral from Buy at UBS AVT Avnet to Neutral from Buy at UBS AWAY HomeAway to Equal Weight from Overweight at Morgan Stanley AWAY HomeAway at Morgan Stanley FANG Diamondback Energy to Hold from Buy at Canaccord HUBB Hubbell to Equal Weight from Overweight at Barclays IPI Intrepid Potash to
