Stock Market A To Z: 26 Names, Themes And Trends To Watch In 2017
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, 12-26-2016 at 07:25 PM (1418 Views)
Stock Market A To Z: 26 Names, Themes And Trends To Watch In 2017
A is for Apple
"The stock trailed the broader market in 2016, but there may be tailwinds in 2017. Tax reform may include a provision that incentivizes the company to deploy its billions in foreign cash back to shareholders, while some analysts are betting on a big upgrade cycle for the iPhone 8, which has been lacking in recent launches."
B is for Bubble
"It’s not terribly hard to find justifications for high stock prices, but the post-election buying frenzy that’s pushed the Dow back to record territory certainly bears further scrutiny."
C is for Corporate Taxes
"Reform promises have been legion, and if Trump follows through as president there could be major effects. Chief among them: billions of dollars freed up for stock buybacks, M&A and corporate spending if a repatriation tax holiday prompts big tech companies like Apple and Microsoft to bring overseas profits back home."
D is for Dow 20,000
"The 30-stock index cozied up to the nice round number in December, and President-Elect Donald Trump hasn’t been shy about claiming credit. What happens if his much-promised bid to boost business and grow the economy doesn’t deliver immediate results?"
F is for Fannie and Freddie
"Hedge fund investors have been gambling that the government-backed mortgage zombies will be re-privatized for years. Trump’s Treasury pick Steven Mnuchin is their best bet yet for a very happy ending to that story."
G is for Goldman Sachs
"The bank’s stock has been a runaway winner since Election Day, and the Trump White House is practically turning into a hotel for ex-Goldmanites, including Treasury Secretary nominee Steven Mnuchin, a former partner, and the firm’s recently-departed COO Gary Cohn, tapped to chair the National Economic Council."
H is for Housing
"Prices are peaking again and rates are rising. That may deliver the right concoction to get potential buyers who’ve lacked motivation off the fence and into the market for homes."
I is for Infrastructure
"Early in his acceptance speech on Election Night, Donald Trump pledge to “rebuild our infrastructure” and create jobs in the process. The execution — and how to it will be paid for — remains to be seen, but the stock market took the remarks at face value, with industrial and materials stocks helping pace the year-end rally."
J is for Janet Yellen
"The Fed chair’s time in office may be dwindling, but she’ll have lots to say about markets in 2017. According to the “dot plot” the central bank expects to hike rates three times next year. A heating-up economy might actually make them deliver on that forecast."
K is for King Dollar
"Europe is constantly threatening to unravel and the incoming president is promising trade policies that puts American interests first in all negotiations. Plus, rates are rising. That’s a potent brew for a greenback that could keep getting stronger."
L is for Leaving The Unicorn Nest
"Snap has reportedly filed paperwork to go public and could debut in the first quarter of 2017. Snapchat’s parent company will be a good test for consumer tech companies that enjoy lofty private market valuations. A successful offering might get some of its peers off the fence."
M is for Microsoft
"It took the better part of two decades, but Microsoft’s stock finally took out its dot-com era peak in October. For the year, it outperformed the four FANG stocks (Facebook, Amazon, Netflix and Google parent Alphabet ), and also made a splashy deal to buy LinkedIn for $26 billion."
N is for NVIDIA
"The S&P 500’s best-performing stock of 2016 leaped more than 200%. The chipmaker’s leading position in artificial intelligence has Wall Street salivating that even bigger things are in store for the years to come."
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