18 March, 2015 by The TZ Newswire Staff Comments Off on The Gap Between Intel Corporation and Taiwan Semiconductor Mfg. Co. Ltd.
The Gap Between Intel Corporation and Taiwan Semiconductor Mfg. Co. Ltd.
TSMC claims that it’s going to close the gap with Intel at 10-nanometers, while analysts at Bernstein Research claim otherwise.
18 March, 2015 by The TZ Newswire Staff Comments Off on Goldman’s FOMC Post-Mortem – "More Dovish Than Expected" But Hike Coming In September
Goldman’s FOMC Post-Mortem – "More Dovish Than Expected" But Hike Coming In September
Via Goldman Sachs’ Jan Hatzius,
The March FOMC statement and projections suggested that September rather than June appears to be the most likely date for the first hike of the fed funds rate. Although the change to the “patient” forward guidance was close to expectations, the shift in the “dot plot” was most consistent with two rather than three 25 basis point hikes to the target range occurring in 2015. In addition, changes to the Committee’s economic assessment were a bit more dovish.
MAIN POINTS:
18 March, 2015 by The TZ Newswire Staff Comments Off on Don’t lose patience with the Fed
Don’t lose patience with the Fed
Here’s why the Fed’s removal of the word “patience” from its statement shouldn’t panic investors, says UBS CIO Mike Ryan.
18 March, 2015 by The TZ Newswire Staff Comments Off on Yellen Admits "Market Valuations Are On The High Side", Adds "No Comment" On Biotech, Social Media Stocks
Yellen Admits "Market Valuations Are On The High Side", Adds "No Comment" On Biotech, Social Media Stocks
With a firm “no comment” Janet Yellen shied away from burstng the bubble in “extremely stretched” Biotech and Social Media stocks, but was forced to admit that “overall measures of equity valluations are on the high side.” Then, rather oddly, she notes that The Fed sees unusually low spreads in corporate bond markets… which is odd since they have actually widened dramatically in the last year or so, perhaps signalling just how “high” valuations are in stocks…
18 March, 2015 by The TZ Newswire Staff Comments Off on Why Shares of Mattson Technology Inc. Fell Apart Today
Why Shares of Mattson Technology Inc. Fell Apart Today
18 March, 2015 by The TZ Newswire Staff Comments Off on Bill Gross: Fed’s new word is prudence
Bill Gross: Fed’s new word is prudence
Bill Gross explains why the Fed’s latest statement has caused him to push back his rate-hike projection.
18 March, 2015 by The TZ Newswire Staff Comments Off on Why MasTec, Inc. (MTZ) Stock Fell 12% Today
Why MasTec, Inc. (MTZ) Stock Fell 12% Today
MasTec, Inc. delayed the release of its annual report due to an independent investigation. Read on for more details.