Thursday, February 7, 2013

Morning Journal--A review of Japanese monetary policy

News on Stocks in Our Portfolios courtesy of Seeking Alpha

Nu Skin (NUS): Q4 EPS of $0.97 beats by $0.03. Revenue of $588.2M (+19% Y/Y) beats by $8.7M.

Marathon Oil (MRO): Q4 EPS of $0.55 misses by $0.12. Revenue of $4.23B beats by $0.14B.

Cummins (CMI): Q4 EPS of $2.02. Revenue of $4.3B beats by $0.26B.

Suncor (SU): Q4 operating EPS of C$0.65 ($0.65) misses by C$0.11. Swings to net loss of C$562M from C$1.43B last year.
CME Group (CME): Q4 EPS of $0.63 misses by $0.01. Revenue of $660M (-11% Y/Y) misses by $3M.
C.H. Robinson (CHRW): Q4 EPS of $0.68 misses by $0.01. Revenue of $2.97B (+15.7% Y/Y) beats by $0.1B.

 
Economics

   This Week’s Data

            Weekly jobless claims fell 5,000 versus expectations of an 11,000 decline.

            Fourth quarter nonfarm productivity dropped 2.0% versus estimates of down 1.3%; unit labor costs surged 4.5% versus forecasts of up 3.1%.

   Other

            Securitization encourages risk (medium):

            Primary dealers estimates of 2013 budget deficit (short):

            Our insatiable appetite for debt (medium):


Politics

  Domestic

A review of Hagel’s testimony (medium):

On the assassination of US citizens by the federal government (medium):

            Your government at work (short):

  International

            Some charts on EU economic conditions ahead of today’s ECB meeting:


            A critical review of current Japanese monetary policy (medium):

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