📑 Research Notes for 2021-06-28
This week, we look at M&A and buyback activities, quitting workers, and the Fed's challenge with inflation.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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U.S. M&A Activity to Surpass 2020's Total Deal Value.
(Price Waterhouse Cooper)
With companies continuing to explore acquisitions, divestitures and other transactions, deal activity in the second half of 2021 is expected to remain strong, building on the resurgence that began after the first wave of the COVID-19 pandemic and has continued at a steady clip this year.
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Share Buybacks Are Back at a Record Pace.
(Axios)
The earnings environment is going so well for big companies that they're announcing new stock buyback plans at a record pace. Last year, stock buyback activity fell sharply as companies were hanging onto cash amid extreme uncertainty. The about-face shows that confidence is up, along with earnings.
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The % of Workers in the US that are Quitting Their Jobs Hits a Record.
(Compound)
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Will The Fed Keep Inflation Contained?
(Capital Speculator)
Inflation has surged recently, raising concern that the US economy faces its biggest threat to pricing stability since the 1970s. The counterargument: inflation is transitory and the recent runup in prices will fade as production bottlenecks linked to the economy’s reopening fade. Even if inflation turns out to be more persistent than some forecasters expect, the Federal Reserve will step in and nip the problem in the bud.
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Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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