Америка сегодня. Индекс стоимости рабочей силы и доверие потребителей.

Macro Related

• United States: NYTimes discusses that President Trump has fired acting Attorney General Sally Yates from the Obama Administration amid disagreements over refugee ban. NYTimes Article & Trump Statement (Note: President Trump's choice for Attorney General Jeff Sessions, should get confirmed this week by the Senate).
• Japan: Bloomberg discusses that the BoJ has left stimulus levels unchanged following meeting. Bloomberg Article (EWJ, FXY)

Stock Specific

• WSJ details that Softbank (SFTBY) might invest $1 billion in WeWork. WSJ Article
• Reuters details that President Trump may sign exec order on cyber security today. Reuters Article (Note: This was expected. During the transition, Trump said that would initiate this review with in the first 90 days of his administration). Related Stocks: MIME, PFPT, PANW, CYBR, SYMC, CHKP, IMPV, FTNT, RPD, QQQ, HACK, QLYS, VRNS, FEYE, SCWX, CUDA, ZIXI
• Reuters details that Moller Maersk (AMKBY) might sell oil and gas assets in Brazil. Reuters Article
• Latinfinance details that Carrefour (CRRFY) might IPO its Brazil unit. Latinfinance Article (IPOXX)
• Reuters details that President Trump will meet with pharma reps today. Reuters Article (Trump has made comments critical of price increases in the drug industry. See 6:41 for additional color from RBC Capital Markets. Related stocks include: IBB, VRTX, REGN, LLY, PFE, JAZZ, GILD, NVS, AGN, AMGN, CELG, RARE, IBB, BIIB, BLUE, KITE, ONCE, SHPG, BMY, MRK, JNJ, ).

Upgrades: 

• Lloyds Banking (LYG) upgraded to Buy from Hold at Santander

Downgrades: 

• Barclays PLC (BCS) downgraded to Hold from Buy at Bankhaus Lampe
• Drax Group (DRGXY) downgraded to Underperform at RBC Capital Mkts
• Drax Group (DRXGY) downgraded to Equal Weight from Overweight at Barclays
• Rolls Royce PLC (RYCEY) downgraded to Neutral from Outperform at Credit Suisse

Miscellaneous: 

• None of note