Search Coverage List, Models & Reports
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Wolfe Research Senior IT Hardware & Networking Analyst, Steve Milunovich, hosted a webcast with Alan Weckel of 650 Group to present a comprehensive slide deck and discuss switching growth rates by the market, including cloud, recent vendor results and outlooks, and what to expect in 400g and 5G.
Wolfe Research Senior Healthcare Analyst, Justin Lake, hosted a webcast to discuss the Democratic primary landscape, what the path to clarity is, what it will take to get material healthcare reform passed, thoughts on impact to economics and stocks from various outcomes.
Wolfe Research Vice Chairman of QES Research, Yin Luo, hosted a webcast to discuss how alternative data can be used in macro, economics, and portfolio strategy. First is a brief review of some of the latest academic research using online job vacancy postings, scanner data, and ADP payroll data in measuring the labor market; using Yelp data to measure economic activity; using Zillow microdata to assess the housing market; and using credit card transaction data to predict consumer spending; etc. Next, is a showcase of some of our latest macro research using alternative data, e.g., crude oil return prediction with marine shipping data, global sector rotation strategies using fund flow data, and market timing with short interest.
Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted a “Pipelines Unplugged” webcast with Pfizer's Dr. Mikael Dolsten. Topics discussed included an update on phase 3 pipeline products, indication expansion opportunities in oncology, and what mid-stage, "next on deck" compounds is PFE most excited about.
Wolfe Research Senior Diversified Banks & Brokers Analyst, Steven Chubak, hosted a webcast to discuss 2019 stressed losses and payout capacity by bank, who is best/worst positioned for positive payout surprise, SCB lens: implications for capital requirements beyond 2019, and which banks look best in a post-SCB world.
Wolfe Research Chief Investment Strategist, Chris Senyek, hosted a webcast to discuss whether markets will look through an extended "soft patch" in global economic data, the probability of a trade deal getting done, whether the Feds will cut rates this year, and more.
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