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Writer's pictureSimon Charles Hooper

03/11/21 Briefing

Morning Briefing - Futures little changed with Fed's policy decision on tap

The S&P 500 futures trade five points, or 0.1%, above fair value as the market holds the line in front of the Fed's policy decision this afternoon. Yesterday, each of the major indices closed at record highs. The Fed is expected to keep rates unchanged near zero and announce a plan to taper asset purchases after hinting at the possibility over the past few months. The FOMC policy statement will be released at 2:00 p.m. ET, followed by Fed Chair Powell's press conference at 2:30 p.m. ET. Prior to the Fed, investors will receive the ADP Employment Change report for October (Briefing.com consensus 370,000) at 8:15 a.m. ET, the ISM Non-Manufacturing Index for October (Briefing.com consensus 61.7%) at 10:00 a.m. ET, and Factory Orders for September (Briefing.com consensus -0.1%) at 10:00 a.m. ET. Underneath the index level, stocks continue to make big moves in response to earnings or other corporate news. Bed Bath & Beyond (BBBY 25.84, +9.05, +54.0%), for example, is up 54% after announcing the launch of a new digital marketplace and a partnership with Kroger (KR 41.12, +0.42, +1.0%). T-Mobile US (TMUS 119.50, +3.70, +3.2%) and Lyft (LYFT 51.04, +5.72, +12.6%) are keying off their earnings reports, while Zillow (ZG 70.43, -15.05, -17.6%) and Activision Blizzard (ATVI 68.29, -9.38, -12.1%) are slumping in response. The Treasury market is relatively quiet this morning. The 2-yr yield is unchanged at 0.45%, and the 10-yr yield is down two basis points to 1.53%. The U.S. Dollar Index is down 0.1% to 93.99. WTI crude futures are down 2.1%, or $1.74, to $82.15/bbl. In U.S. Corporate news:

  • T-Mobile US (TMUS 119.50, +3.70): +3.2% after beating EPS estimates and raising its 2021 postpaid net additions and core adjusted EBITDA guidance. The stock was upgraded to Strong Buy from Outperform at Raymond James.

  • Lyft (LYFT 51.04, +5.72): +12.6% after beating EPS estimates and issuing upside adjusted EBITDA guidance. The company sees significant improvement in driver supply.

  • Zillow (ZG 70.43, -15.05): -17.6% after missing top and bottom-line estimates and announcing an exit of Zillow Offers, which will reduce 25% of its workforce over the next few quarters.

  • Activision Blizzard (ATVI 68.29, -9.38): -12.1% after guiding Q4 EPS and revenue below consensus and delaying the releases of Overwatch 2 & Diablo 4 due to the resignation of co-lead Jen Oneal.

  • Bed Bath & Beyond (BBBY 25.84, +9.05): +54.0% after announcing the launch of a new digital marketplace, partnering with Kroger (KR 41.12, +0.42, +1.0%), and saying it expects to complete its $1 bln three-year repurchase plan by the end of FY21.

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region ended the midweek session on a mostly lower note while Japan's Nikkei was closed for Culture Day. Japan's Nikkei: CLOSED Hong Kong's Hang Seng: -0.3% China's Shanghai Composite: -0.2% India's Sensex: -0.4% South Korea's Kospi: -1.3% Australia's ASX All Ordinaries: +0.9%.

    • In economic data:

      • China's October Caixin Services PMI 53.8 (last 53.4)

      • India's October Nikkei Services PMI 58.4 (expected 55.7; last 55.2)

      • Hong Kong's October Manufacturing PMI 50.8 (last 51.7)

      • Australia's October AIG Construction Index 57.6 (last 53.3). October Services PMI 51.8 (last 45.5). September Building Approvals -4.3% m/m (expected -2.0%; last 7.6%) and Private House Approvals -16.0% m/m (last 3.5%)

      • New Zealand's Q3 Employment Change 2.0% qtr/qtr (expected 0.4%; last 1.0%). Q3 Labor Cost Index 0.7% qtr/qtr (expected 0.8%; last 0.9%); 2.5% yr/yr (expected 2.6%; last 2.2%). Q3 Unemployment Rate 3.4% (expected 3.9%; last 4.0%)


  • In news:

    • NIKE's factories in Vietnam reportedly reopened.

    • New Zealand's unemployment rate hit a 14-year low.

    • The People's Bank of China announced that the number of digital yuan users has increased to 140 mln with the number of business users increasing to ten million.



  • Major European indices trade near their flat lines while Spain's IBEX (-1.2%) underperforms. STOXX Europe 600: UNCH Germany's DAX: UNCH U.K.'s FTSE 100: -0.3% France's CAC 40: +0.1% Italy's FTSE MIB: +0.4% Spain's IBEX 35: -1.2%.

    • In economic data:

      • Eurozone's September Unemployment Rate 7.4%, as expected (last 7.5%)

      • U.K.'s October Services PMI 59.1 (expected 58.0; last 55.4). October Nationwide HPI 0.7% m/m (expected 0.4%; last 0.2%); 9.9% yr/yr (expected 9.3%; last 10.0%)

      • France's September government budget deficit EUR175.10 bln (last deficit of EUR178.10 bln)

      • Italy's September Unemployment Rate 9.2%, as expected (last 9.3%)

      • Spain's October Unemployment Change -700 (last -76,100)


  • In news:

    • Lufthansa reported a pre-tax profit for Q3.

    • BMW beat Q3 expectations and reaffirmed its forecast for pre-tax profit margin for the full year.

    • European Central Bank President Lagarde repeated her view that the spike in inflation is temporary and that conditions for a rate hike are unlikely to be met in 2022.



U.S. equity futures:

  • S&P 500 Futures: -2 @ 4,629

  • DJIA Futures: -54 @ 35,998

  • Nasdaq 100 Futures: +23 @ 15,996

Overseas:

  • Europe: DAX UNCH, FTSE -0.3%, CAC +0.1%

  • Asia: Nikkei CLOSED, Hang Seng -0.3%, Shanghai Composite -0.2%

Commodities:

  • Crude Oil -1.94 @ 81.97

  • Nat Gas -0.029 @ 5.513

  • Gold -3.95 @ 1785.45

  • Silver -0.106 @ 23.613

  • Copper +0.0495 @ 4.4155

U.S. Summary:

  • Earnings/Guidance (Full Earnings Calendar):

    • 8x8 (EGHT) reports EPS in-line, beats on revs; guides Q3 revs in-line; raises FY22 revs guidance

    • Activision Blizzard (ATVI) beats by $0.14, reports revs in-line; guides Q4 EPS below consensus, revs below consensus

    • Akamai Tech (AKAM) beats by $0.06, reports revs in-line

    • Alteryx (AYX) beats by $0.01, reports revs in-line; guides Q4 EPS below consensus, revs in-line

    • Amarin (AMRN) beats by $0.07, misses on revs

    • Amdocs (DOX) misses by $0.02, reports revs in-line; guides Q1 EPS below consensus, revs in-line; guides FY22 EPS in-line, revs in-line

    • Amedisys (AMED) beats by $0.16, misses on revs; guides FY21 EPS below consensus, revs below consensus

    • American Fincl (AFG) beats by $0.76, beats on revs; guides FY21 EPS above consensus; declares $4.00 per share special dividend

    • American Water Works (AWK) beats by $0.01, misses on revs; reaffirms FY21 EPS guidance; guides FY22 EPS below consensus

    • Amgen (AMGN) beats by $0.45, reports revs in-line; raises FY21 EPS guidance; lowers FY21 revenue guidance

    • Amneal Pharmaceuticals (AMRX) beats by $0.01, misses on revs; raises FY21 EPS guidance, but lowers FY21 revenue guidance

    • Andersons (ANDE) beats by $0.26, beats on revs

    • Assurant (AIZ) beats by $0.05, beats on revs

    • Athene Holding (ATH) misses by $0.29, misses on revs

    • Avista (AVA) beats by $0.14; reaffirms FY21 EPS guidance; guides FY22 EPS below consensus

    • B2Gold (BTG) misses by $0.01, reports revs in-line

    • Big 5 Sports (BGFV) misses single estimate by $0.06, misses on revs, same store sales decreased by 0.7% yr/yr, issues downside Q4 EPS guidance

    • BorgWarner (BWA) beats by $0.06, reports revs in-line; guides FY21 EPS in-line, revs below consensus

    • Brinker (EAT) misses by $0.44, misses on revs; reaffirms FY22 EPS below consensus, revs in-line

    • Caesars Entertainment (CZR) reports Q3 (Sep) results, revs in-line

    • Camping World (CWH) beats by $0.19, beats on revs; raises FY21 adjusted EBITDA guidance

    • Capri Holdings (CPRI) beats by $0.58, beats on revs; guides FY22 EPS above consensus, revs above consensus

    • Cardlytics (CDLX) beats by $0.16, beats on revs; guides FY21 revs in-line

    • CarParts.com (PRTS) misses on EPS but beats on revs

    • CDK Global (CDK) beats by $0.10, reports revs in-line; reaffirms FY22 EPS guidance, revs guidance

    • CDW (CDW) beats by $0.08, reports revs in-line

    • Cedar Fair (FUN) beats by $0.61, beats on revs

    • Chesapeake Energy (CHK) reports Q3 earnings of $2.38 per share

    • Comstock (CRK) reports EPS in-line, beats on revs

    • Container Store (TCS) beats by $0.25, beats on revs

    • Coursera (COUR) beats by $0.03, beats on revs; guides Q4 revs in-line

    • Criteo (CRTO) beats by $0.28, beats on revs; guides Q4 revs above consensus; extends share repurchase

    • CVS Health (CVS) beats by $0.18, beats on revs; raises FY21 EPS above consensus

    • DCP Midstream (DCP) misses by $0.53, misses on revs

    • Denny's (DENN) beats by $0.01, misses on revs, domestic system-wide same-store sales decreased 0.1%, guides for FY21 domestic system-wide same-store sales decline of ~5% vs. 2019

    • DHT (DHT) reports EPS in-line, misses on revs

    • Digital Turbine (APPS) beats by $0.05, beats on revs; guides Q3 EPS in-line, revs above consensus

    • Discovery (DISCA) reports Q3 (Sep) results, revs in-line

    • Douglas Emmett (DEI) beats by $0.03, beats on revs

    • Edison (EIX) misses by $0.07, beats on revs; guides FY21 EPS below consensus, lowers top end of prior guidance range

    • Emerson (EMR) beats by $0.03, misses on revs; guides Q1 EPS above consensus; guides FY22 EPS above consensus, revs in-line

    • Enact Holdings (ACT) reports Q3 EPS of $0.84 versus $0.80 Capital IQ consensus

    • Entergy (ETR) misses by $0.01; guides FY21 EPS in-line

    • Evergy (EVRG) beats by $0.21; raises FY21 EPS guidance above consensus; reaffirms FY22 EPS guidance

    • Exact Sciences (EXAS) misses by $0.14, beats on revs; narrows FY21 revs guidance in-line

    • Exelixis (EXEL) misses by $0.07, misses on revs; guides FY21 revs below consensus

    • Exelon (EXC) beats by $0.01, beats on revs; guides FY21 EPS in-line

    • Fidelity National (FNF) beats by $0.48, beats on revs

    • FMC Corp (FMC) beats by $0.11, beats on revs; guides Q4 EPS in-line, revs in-line

    • Franchise Group (FRG) beats by $0.17, beats on revs; guides FY21 EPS above consensus, revs above consensus

    • Fresh Del Monte (FDP) misses by $0.29, misses on revs

    • Freshworks (FRSH) beats by $0.06, beats on revs; guides Q4 EPS in-line, revs above consensus

    • Genworth Financial (GNW) beats by $0.14, beats on revs

    • Gulfport Energy (GPOR) reports Q3 operating results; approves a $100 mln stock repurchase program

    • Halozyme Therapeutics (HALO) beats by $0.07, beats on revs; raises FY21 EPS guidance in-line, revs in-line

    • H & R Block (HRB) beats by $0.24, beats on revs; reaffirms FY22 guidance

    • Healthpeak (PEAK) reports FFO in-line, beats on revs

    • Herbalife Nutrition (HLF) beats by $0.15, misses on revs; guides FY21 EPS in-line, revs in-line

    • Horizon Pharma (HZNP) beats by $0.21, beats on revs; guides FY21 revs above consensus

    • Humana (HUM) beats by $0.16, misses on revs; lowers FY21 earnings guidance

    • Huron Consulting (HURN) beats by $0.03, misses on revs; guides FY21 EPS in-line, revs in-line

    • ICF International (ICFI) beats by $0.20, beats on revs; guides FY21 EPS above consensus, reiterates revs in-line; announces dividend and acquisition of ESAC

    • ICHOR Corporation (ICHR) reports EPS in-line, revs in-line; guides Q4 EPS in-line, revs in-line

    • Innospec (IOSP) beats by $0.19, beats on revs; announces dividend increase

    • Inspire Medical Systems (INSP) beats by $0.26, beats on revs; guides Q4 revs above consensus

    • Ionis Pharma (IONS) misses by $0.26, misses on revs

    • Kadant (KAI) beats by $0.30, reports revs in-line; guides FY21 revs below consensus

    • KAR Auction Services (KAR) misses by $0.02, beats on revs

    • Lamar Advertising (LAMR) misses by $0.08, beats on revs; guides FY21 EPS in-line

    • Laredo Petroleum (LPI) misses by $0.59, beats on revs

    • Lattice Semi (LSCC) beats by $0.04, beats on revs; guides Q4 revs above consensus

    • Life Storage (LSI) beats by $0.08, beats on revs; guides Q4 FFO above consensus; guides FY21 FFO above consensus

    • LivaNova (LIVN) beats by $0.24, beats on revs; raises FY21 earnings guidance

    • LivePerson (LPSN) reports Q3 (Sep) results, revs in-line; guides Q4 revs in-line

    • LiveRamp (RAMP) beats by $0.21, beats on revs; guides Q3 revs in-line; reaffirms FY22 revs guidance

    • Lumber Liquidators (LL) misses by $0.03, misses on revs

    • Lyft (LYFT) beats by $0.08, reports revs in-line, adjusted EBITDA of $67.3 mln, driver supply improved 45% vs. last year; Guides for Q4 revenue of $930-$940 mln vs. the $969.4 mln consensus estimate; sees contribution margin around 59% and adj. EBITDA of $70-$75 mln

    • Macerich (MAC) beats by $0.02, beats on revs; guides FY21 FFO mostly above consensus

    • ManTech (MANT) beats by $0.15, misses on revs; guides FY21 EPS above consensus, revs below consensus

    • Marriott (MAR) reports EPS in-line, beats on revs

    • Match Group (MTCH) misses by $0.15, reports revs in-line; guides Q4 revs below consensus

    • Mercury (MRCY) beats by $0.01, beats on revs; guides Q2 EPS below consensus, revs below consensus; guides FY22 EPS above consensus, revs in-line

    • Mondelez Int'l (MDLZ) beats by $0.01, beats on revs

    • National Storage Affiliates (NSA) beats by $0.01, beats on revs; raises FY21 FFO above consensus

    • New Fortress Energy (NFE) reports Q3 (Sep) results, misses on revs

    • New York Times (NYT) beats by $0.02, beats on revs

    • NiSource (NI) beats by $0.01; expects to achieve top end of FY21 EPS guidance range, guides FY22 EPS in-line

    • Norwegian Cruise Line (NCLH) misses by $0.17, misses on revs; expects to be cash flow positive in late 1Q22, profitable in 2H22

    • Now (DNOW) beats by $0.03, beats on revs; guides FY21 revs above consensus

    • ODP Corporation (ODP) beats by $0.33, misses on revs

    • ONEOK (OKE) beats by $0.06; guides FY21 EPS above consensus

    • OneSpan (OSPN) beats by $0.16, beats on revs; guides FY21 revs in-line

    • Owens & Minor (OMI) beats by $0.15, reports revs in-line; guides FY21 EPS above consensus

    • Pacific Biosciences (PACB) beats by $0.01, beats on revs

    • Parsons (PSN) misses by $0.04, reports revs in-line; reaffirms FY21 revs guidance

    • Paycom Software (PAYC) beats by $0.02, beats on revs; guides Q4 revs above consensus; guides FY21 revs above consensus

    • PerkinElmer (PKI) beats by $0.56, beats on revs; guides Q4 EPS above consensus, revs above consensus

    • Pitney Bowes (PBI) beats by $0.01, misses on revs; reaffirms FY21 EPS and revenue guidance

    • Plains All American (PAA) misses by $0.01, beats on revs, maintains FY21 adjusted EBITDA guidance

    • Playtika (PLTK) misses by $0.12, misses on revs; guides FY21 revs below consensus

    • PROG Holdings (PRG) beats by $0.04, misses on revs; guides FY21 EPS below consensus, revs below consensus, authorizes new $1 bln share repurchase program

    • PROS Holdings (PRO) beats by $0.09, reports revs in-line; guides Q4 EPS below consensus, revs below consensus

    • Prudential (PRU) beats by $1.05

    • Quad/Graphics (QUAD) reports Q3 (Sep) results

    • Radware (RDWR) beats by $0.04, beats on revs

    • REGENXBIO (RGNX) misses by $0.47, misses on revs

    • RR Donnelley & Sons (RRD) beats by $0.25, beats on revs; being acquired by Atlas Holdings, withdraws prior 2021 outlook

    • Sapiens Int'l (SPNS)beats by $0.02, reports revs in-line; reaffirms FY21 revs in-line

    • Scotts Miracle-Gro (SMG) beats by $0.04, beats on revs; guides FY22 EPS above consensus, revs above consensus

    • SiteOne Landscape Supply (SITE) beats by $0.47, beats on revs

    • SolarEdge Technologies (SEDG) beats by $0.07, reports revs in-line; guides Q4 revs in-line

    • Spirit Aerosystems (SPR) misses by $0.36, misses on revs

    • Spirit Realty Capital (SRC) beats by $0.02, reports revs in-line

    • Sprout Social (SPT) beats by $0.05, beats on revs; guides Q4 EPS above consensus, revs above consensus

    • Steris (STE) beats by $0.17, beats on revs; reaffirms FY22 EPS guidance

    • Steven Madden (SHOO) beats by $0.04, reports revs in-line; raises FY21 EPS, revs guidance

    • Super Micro Computer (SMCI) beats by $0.20, beats on revs; guides Q2 EPS above consensus, revs above consensus; guides FY22 EPS above consensus, revs midpoint above consensus

    • Syneos Health (SYNH) beats by $0.05, reports revs in-line; raises FY21 EPS above consensus, revs in-line

    • Ternium S.A. (TX) beats by $0.24, reports revs in-line

    • T-Mobile US (TMUS) beats by $0.09, misses on revs; raises 2021 postpaid net additions and core adjusted EBITDA guidance

    • Trane (TT) misses by $0.05, misses on revs; reaffirms FY21 EPS below consensus, revs in-line

    • Tupperware (TUP) beats by $0.48, misses on revs

    • Ultragenyx Pharma (RARE) beats by $0.02, reports revs in-line

    • Unisys (UIS) misses by $0.07, misses on revs; announced the appointment of Unisys Chief Financial Officer Mike Thomson as president and chief operating officer effective upon the hiring of a new CFO

    • United Therapeutics (UTHR) beats by $0.07, beats on revs

    • Unum Group (UNM) misses by $0.12, reports revs in-line

    • Veeco Instruments (VECO) beats by $0.05, beats on revs; guides Q4 EPS, revs in-line

    • Verisk Analytics (VRSK) beats by $0.08, reports revs in-line

    • Vertex Pharma (VRTX) beats by $0.51, beats on revs, raises FY21 product revenue guidance

    • Virtu Financial (VIRT) beats by $0.08, beats on revs

    • Vishay (VSH) misses by $0.02, misses on revs; guides Q4 revs in-line

    • Voya Financial (VOYA) misses by $0.21

    • W&T Offshore (WTI) beats by $0.09, beats on revs

    • Warrior Met Coal (HCC) beats by $0.19, beats on revs

    • Western Union (WU) beats by $0.05, misses on revs; guides FY21 EPS in-line

    • Wingstop (WING) misses by $0.06, misses on revs; domestic same-store comps +3.9%; cites record high wing inflation

    • XPO Logistics (XPO) beats by $0.01, beats on revs; narrows FY21 EPS guidance

    • Zillow (ZG) misses by $1.12, misses on revs; guides Q4 revs above consensus; to exit Zillow Offers, will reduce workforce by 25% over next few quarters


  • General News:

    • Republican Glenn Youngkin wins Virginia Governor election. This race is seen as a bellwether for the 2022 midterms. President Biden won Virginia by 10 points.

    • New Jersey Governor's race remains too close to call with both candidates getting approximately 49% of vote so far. President Biden won this state by 16 points

    • Eric Adams (D-NY) wins NYC mayor race, as widely expected

    • Democrats are concerned that yesterday's election results indicate they could lose House & Senate in 2022. Some House moderates could urge Democratic leadership to "pause" President Biden's agenda following these results, according to the Washington Post

    • Senator Bernie Sanders (I-VT) will not support state and local tax deduction suspension for five years that House moderates want in reconciliation bill. This will add $475 billion in costs to the bill, according to Bloomberg

    • Senator Joe Manchin (D-WV) says he has issues with climate change, taxes, Medicare, and immigration in reconciliation bill, but he says deal could reached by Thanksgiving if those issues are resolved, according to CNN

    • House Democrats mulling five year suspension federal state and local tax deduction as part of budget reconciliation bill; this will add $475 bln in costs to bill, according to Bloomberg

    • Coal plants could get tax cuts if they install carbon capture systems, according to Bloomberg

    • Minneapolis voters reject ballot question that would have removed the city's police department and replaced it with a public safety department, according to CBS News

    • Treasury Secretary Janet Yellen gives remarks following Cop26 conference

    • AbCellera Biologics (ABCL) highlights recent announcement of additional purchase by US government of bamlanivimab together with etesevimab from Eli Lilly (LLY)

    • Activision Blizzard (ATVI) on last night's call announced the resignation of co-lead Jen Oneal, delay of Overwatch 2 & Diablo 4

    • Amdocs (DOX) announces a multi-year modernization and support agreement with True Corporation

    • Amdocs (DOX) announces that AT&T (T) has selected Amdocs' CES cloud-native platform to support its business support systems evolution program

    • AVROBIO (AVRO) announces that the U.S. Food and Drug Administration has granted Rare Pediatric Disease Designation to AVR-RD-05

    • Bed Bath & Beyond (BBY) announces moves to redefine business model; launches collaboration with Kroger (KR); expects to complete $1 bln three-year repurchase plan by the end of FY21

    • Compass Minerals (CMP) announces a $45 mln equity investment in FORTRESS North America

    • Comstock (CRK) announces a partnership with MiQ to independently certify its natural gas production in North Louisiana and East Texas

    • CubeSmart (CUBE) increases quarterly dividend to $0.43/share from $0.34/share

    • CytoDyn (CYDY) announced preliminary results from the first five patients treated with leronlimab in its Phase 2 trial for NASH (nonalcoholic steatohepatitis) open label

    • Deere (DE) workers resume strike, according to Bloomberg

    • Devon Energy (DVN) authorizes $1.0 bln share repurchase program; increases fixed-plus-variable dividend payout by 71% to $0.84/share

    • Dick's Sporting Goods (DKS) and NIKE (NKE) have forged a transformative, connected partnership designed to enhance the shopping experience for DICK'S and NIKE customers

    • F45 Training Holdings (FXLV) announces multi-year commercial partnership with Royal Caribbean (RCL)

    • Fidelity National (FNF) increases quarterly cash dividend to $0.44/share from $0.40/share

    • JinkoSolar (JKS) invests RMB450 mln in Tongwei Sichuan Yongxiang to increased Polysilicon capacity

    • JPMorgan Chase (JPM) will restrict trading in US cannabis companies, according to Reuters

    • Kirkland Lake Gold (KL) Reports New Wide, High-Grade Intersections at Detour Lake

    • Largo Resources (LGO) announces positive results of an updated mining plan

    • Marathon Digital Holdings (MARA) announces bitcoin production and miner installation updates for October

    • MediaAlpha (MAX) approved the appointment of Patrick R. Thompson as the Chief Financial Officer and Treasurer, effective as of December 6, 2021

    • Pfizer (PFE) COVID-19 vaccine recommended for kids 5-11 by CDC advisory panel; the CDC Director will give the final sign off and then shots will be able to be administered

    • PROG Holdings (PRG) intends to launch "modified Dutch auction" tender offer to purchase up to $425 mln of its common stock

    • Synchronoss Tech (SNCR) announces that Taylor C. Greenwald is appointed Executive Vice President and Chief Financial Officer, effective immediately

    • Zillow (ZG) to wind down Zillow Offers, the company's iBuying service in which Zillow acts as the primary purchaser and seller of homes


  • M&A:

    • Centene (CNC) agrees to sell majority stake in U.S. Medical Management; terms not indicated

    • EverCommerce (EVCM) to acquire DrChrono; financial terms not disclosed

    • ICF International (ICFI) announces acquisition of ESAC; terms not disclosed

    • JBT Corp (JBT) has acquired Urtasun Tecnologa Alimentaria S.L.

    • KKR (KKR) announces the signing of a definitive agreement under which KKR will acquire Bettcher Industries; financial terms not disclosed

    • Mirion Technologies (MIR) announces the acquisition of CHP Dosimetry; financial terms not disclosed

    • RR Donnelley & Sons (RRD) has entered into a definitive merger agreement to be acquired by affiliates of Atlas Holdings in an all-cash transaction with a total enterprise value of ~$2.1 bln

    • Stantec (STN) has deepened its energy transition expertise in the Netherlands with the acquisition of Driven by Values; financial terms not disclosed

    • Verisk Analytics (VRSK) has acquired Data Driven Safety; financial terms not disclosed


  • Syndicate:

    • Asbury Automotive (ABG) prices offering of 3.3 mln shares of common stock at $182.00 per share

    • NextNav (NN) files for 13,320,133 share common stock offering; also files for 95,816,105 share common stock offering by selling shareholders

    • Qualtrics (XM) launches public offering of 21,482,277 shares of its Class A common stock

    • Rhythm Pharmaceuticals (RYTM) files for $300 mln mixed securities shelf offering


  • IPOs:

    • Expected to Price:

      • Arhaus (Nasdaq: ARHS): The lifestyle brand and omni-channel retailer of premium home furnishings is expected to price its 22.9 M share IPO between$14-$17.

      • Cian (NYSE: CIAN): The online real estate classifieds platform in Russia is expected to price its 18.2 M share IPO between $13.50-$16.00.

      • DeliMobil (NYSE: DMOB): The shared mobility provider in Russia is expected to price its 20.0 M share IPO between$10-$12.

      • Desert Peak Minerals (NYSE: DPM): The acquirer, owner and manager of mineral and royalty interests in the Permian Basin is expected to price its 10.0 M share IPO between $20-$23.

      • Evotec (NYSE: EVO): The drug discovery and development partner for the pharmaceutical and biotechnology industry is expected to price its 22.0 M share IPO between $26-$27.

      • IO Biotech (Nasdaq: IOBT): The clinical-stage biopharmaceutical company developing novel, immune-modulating cancer therapies based on its T-win technology platform is expected to price its 6.5 M share IPO between $14-$17.

      • NerdWallet (Nasdaq: NRDS): The developer of a platform for financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing and student loans, is expected to price its 7.3 M share IPO between $17-$19.

      • The Real Good Food Company (Nasdaq: RGF): The food producer whose products are prepared with proprietary ingredient systems that allow it to provide meals that are high in protein, low in sugar, and made with gluten- and grain-free ingredients, is expected to price its 5.3 M share IPO between $14-$16.


  • Priced to Trade:

    • Allbirds (Nasdaq: BIRD): The footwear developer which markets directly to consumers via its localized multilingual digital platform and its physical footprint of 27 stores priced its 20.2 M share IPO at $15, above the $12-$14 expected range.

    • Claros Mortgage Trust (NYSE: CMTG): The commercial real estate finance company focused primarily on originating senior and subordinate loans on transitional CRE assets priced its downsized 5.5 M share IPO at $18.65, the low end of the $16.85-$19.65 expected range.



Gapping Up/Down

  • Gapping up:

    • BBBY +54.3%, RRD +31.2%, IRTC +17.2%, LYFT +15.6%, SGRY +12.2%, SPT +10.1%, SMCI +8.5%, CDLX +8.3%, TVTY +7.2%, TCS +7.1%, CWH +5.8%, DVN +5.6%, OSPN +5.3%, FRG +5.3%, MOTN +5%, SKY +4.9%, TMUS +3.9%, PKI +3.9%, FNF +3.6%, BNTX +3.3%, PACB +3.3%, FXLV +3%, VRTX +2.9%, RAMP +2.9%, SRG +2.9%, DCPH +2.6%, SITE +2.6%, NVO +2.5%, VECO +2%, CHK +2%, MDLZ +1.9%, PEAK +1.8%, KAR +1.7%, TSLX +1.7%, EGHT +1.7%, BKH +1.7%, KVSB +1.6%, FMC +1.6%, AFG +1.3%, HALO +1.3%, HRB +1.1%, ABCL +1%, CUBE +1%, BTG +1%, WEYS +1%


  • Gapping down:

    • ZG -16%, DEI -14.6%, RCKY -13.4%, FRSH -13.2%, ATVI -11.8%, ARGO -9.8%, XM -8.6%, EXAS -8.6%, XPO -8.2%, AVCT -7.9%, FUN -7.5%, UIS -7.1%, MRCY -7%, PRTS -6.8%, DCP -6.5%, EXEL -6.5%, EXPI -6%, APPS -5.6%, BFAM -5.4%, FDP -5.3%, SEDG -4.2%, CZR -4.2%, LAMR -4.2%, GCP -3.9%, LSCC -3.3%, HCC -3.3%, EIX -3.1%, AMRN -3.1%, MANT -2.9%, NFE -2.7%, AWK -2.5%, PAA -2.4%, LL -2.4%, RVI -2.1%, INSP -2.1%, AMED -2%, PRU -2%, TRQ -2%, WU -1.8%, NSA -1.6%, MTCH -1.5%, RRR -1.4%, LPI -1.4%, LIVN -1.3%, COUR -1.2%, ICHR -1.2%, RDWR -1.1%, AIZ -1%, NN -0.8%, AKAM -0.8%, ES -0.8%, PI -0.7%


Analyst Research (see Upgrades/Downgrades calendar for full list):

  • Upgrades

    • AmBev (ABEV) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $3.50

    • DuPont (DD) upgraded to Buy from Hold at Vertical Research; tgt $95

    • DuPont (DD) upgraded to Outperform from Neutral at Credit Suisse; tgt raised to $95

    • Ferrari (RACE) upgraded to Buy from Hold at Societe Generale; tgt raised to $290

    • Ingredion (INGR) upgraded to Outperform from Neutral at Credit Suisse; tgt raised to $110

    • Phillips 66 (PSX) upgraded to Conviction Buy from Buy at Goldman; tgt $95

    • Shake Shack (SHAK) upgraded to Buy from Neutral at Northcoast; tgt $98

    • T-Mobile US (TMUS) upgraded to Strong Buy from Outperform at Raymond James; tgt raised to $158

    • Under Armour (UAA) upgraded to Outperform from Market Perform at Telsey Advisory Group; tgt raised to $32

    • WEC Energy Group (WEC) upgraded to Sector Outperform from Sector Perform at Scotiabank; tgt $109

    • WPP plc (WPP) upgraded to Mkt Perform from Underperform at Bernstein; tgt $67.60


  • Downgrades:

    • Bed Bath & Beyond (BBBY) downgraded to Sell from Hold at Loop Capital

    • Exact Sciences (EXAS) downgraded to Outperform from Strong Buy at Raymond James; tgt lowered to $130

    • Gartner (IT) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $363

    • Lear (LEA) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt $176

    • Marathon Petroleum (MPC) downgraded to Buy from Conviction Buy at Goldman; tgt $73

    • Scientific Games (SGMS) downgraded to Hold from Buy at Stifel; tgt raised to $90

    • Zillow (ZG) downgraded to Hold from Buy at Truist; tgt lowered to $83

    • Zillow (ZG) downgraded to In-line from Outperform at Evercore ISI; tgt $89

    • Zillow (ZG) downgraded to Mkt Perform from Mkt Outperform at JMP Securities

    • Zillow (ZG) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $78


  • Others:

    • Affirm (AFRM) initiated with an Outperform at SMBC Nikko; tgt $220

    • Alibaba (BABA) initiated with an Overweight at Barclays; tgt $275

    • Baidu (BIDU) initiated with an Overweight at Barclays; tgt $243

    • Bill.com (BILL) initiated with an Outperform at SMBC Nikko; tgt $350

    • BlackRock (BLK) resumed with a Buy at BofA Securities; tgt $1080

    • Cognition Therapeutics (CGTX) initiated with an Outperform at Oppenheimer; tgt $22

    • Evoqua Water (AQUA) initiated with a Perform at Oppenheimer

    • JD.com (JD) initiated with an Overweight at Barclays; tgt $98

    • KE Holdings (BEKE) initiated with an Overweight at Barclays; tgt $29

    • Lightspeed (LSPD) initiated with a Neutral at SMBC Nikko

    • Marqeta (MQ) initiated with an Underperform at SMBC Nikko; tgt $26

    • Paymentus (PAY) initiated with an Outperform at SMBC Nikko; tgt $29

    • PayPal (PYPL) initiated with an Underperform at SMBC Nikko; tgt $200

    • Pinduoduo (PDD) initiated with an Equal Weight at Barclays; tgt $103

    • Postal Realty (PSTL) initiated with a Buy at Colliers Securities; tgt $22

    • Sea Limited (SE) initiated with an Overweight at Barclays; tgt $427

    • Square (SQ) initiated with an Outperform at SMBC Nikko; tgt $300

    • Toast (TOST) initiated with an Outperform at SMBC Nikko; tgt $80


Upcoming Events:

  • Econ Data:

    • 07:00 ET: MBA Mortgage Applications Index for Oct. 30 (Briefing.com Consensus NA; Prior 0.3%)

    • 08:15 ET: ADP Employment Change for Oct (Briefing.com Consensus 370K; Prior 568K)

    • 09:45 ET: IHS Markit Services PMI - Final for Oct (Briefing.com Consensus NA; Prior 54.9)

    • 10:00 ET: ISM Non-Manufacturing Index for Oct (Briefing.com Consensus 61.7%; Prior 61.9%)

    • 10:00 ET: Factory Orders for Sep (Briefing.com Consensus -0.1%; Prior 1.2%)

    • 10:30 ET: EIA Crude Oil Inventories for Oct 30 (Briefing.com Consensus NA; Prior +4.27M)

    • 14:00 ET: FOMC Rate Decision (Briefing.com Consensus 0.125%; Prior 0.00-0.25%)


  • Earnings:

    • Monday (Nov. 1)

      • Morning: AMG AKTS CNA BEN JELD OIS ON PCG TKR

      • Afternoon: ADUS ADTN ANET CAR BCC BRX BRKR BWXT CHGG CRUS CLX CACC FANG PLOW EVER FN HLIT HOLX NSP KMT KFRC LEG MCK MOS NBIX NTR NXPI OGS OTTR PSA RMBS O RRX RHP SBAC SPG SNCY SKT RIG UNVR VRNS VNOM VNO WMB ZI


  • Tuesday (Nov. 2)

    • Morning: AME APO ARCB ARNC AVNS TECH BLMN BP CTLT CIGI COP CRSR CMI DD DEA ETN EPD ETRN ESPR EL EXLS EXTR RACE IT GNRC GPN HEES HLNE HSC HSIC IAA IEP IDXX INCY INGR IART IPGP KKR LCII LEA LDOS LGIH LPX MMP MPC MLM MTRN MIME MPLX MYGN NNN NRZ NXST OMCL PFE PINC PEG RCM RL ROK SABR SAGE SEE SRCL TNC TMX TRI BLD UAA WAT WEC WLK XHR XYL ZBRA

    • Afternoon: EGHT ATVI AKAM AYX AMCR DOX AMED AFG AWK AMGN AIZ BTG BKH BFAM CZR CDLX CDK COUR DCP DCPH DENN DVN DHT APPS DEI EIX ES EXAS EXEL FNF FMC FRG FRSH HALO PEAK HURN ICFI ICHR IOSP INSP JRVR KAI KAR LSCC LSI LPSN RAMP LYFT MGNX MANT MTCH MRCY MDLZ NSA NMIH OKE OSPN PACB PAYC PKI PAA PUMP PRO PRU RDN RRR RGNX TSLX SKY SEDG SRC SPT STE SMCI TMUS TX RARE UIS UNM VECO VRSK VRTX VOYA WTI HCC WU XPO ZG


  • Wednesday (Nov. 3)

    • Morning: AGIO AMRN AMRX ASTE ATH AAWW AVA BDC BWA EAT BR BIP CWH CPRI CDW FUN CVE CRL CIM CLH CTRA CRTO CVS DISCA EMR ETR EVRG EVOP EXC EXPI FDP GCP HFC HZNP HUM ICPT IONS JLL LAMR LANC LIVN LL MAC MAR NFE NYT NI NCLH DNOW ODP OMI PCRX PSN PBI PLTK PRG RDWR RRD SPNS SMG SBGI SITE SPR SHOO SUN SYNH TT TUP UTHR VIRT VSH WING

    • Afternoon: TXG ONEM ADPT ATGE ALB ALL AEE ANSS APA ACA ATRC ACLS BNFT BLKB BKNG WHD CDAY CF CHNG CAKE CLR CORT CTVA CCRN CW DIOD DXC ELF EA ECPG ET NVST EPR EQIX EQH ETSY FSLY FSR FLT FOXA FNV GFL GDDY HR HMN HST TWNK HUBS HBM H IAG ICLR ICUI INFN IR INSG ITT KW KL KTOS LCI LHCG LNC LUMN MGNI MTW MFC MRO MATX MAXR MDU MLNK MET MTG MGM NUS OPRT OSUR ORA OCDX ORCC PLMR PK PDCE PEN PETQ PING PXD PLYA PTC QTWO QGEN QRVO QCOM QLYS QNST RPD RYN RCII RVLV ROKU RGLD RPT SRPT SITM SKLZ SJI SWN SFM SPXC STAA RGR SUM SLF SPWR SUPN TTWO TNDM TTGT TRMB TRUE TRUP UPLD VVV VAPO VMEO WTS WK YELL ZD


  • Thursday (Nov. 4)

    • Morning: ACIW GOLF AHCO WMS AES APD ALE ABC APTV ARW BLL BALY GOLD BCE BDX BLI BCOR BBIO BLDR CARS CNP LNG CQP CHH CI CTXS CWEN CNHI CCOI CFX COMM CYBR DLX XRAY DOCN DIN DUK DNB EPAM FIS FOCS GEL GEO GIL GOGO GTN GPRE HBI HL HSKA HIMX HWM HII NSIT IBP NTLA IDCC IRM IRWD ITRI K KOP LNTH LXP LITE MTSI MBUU MRNA MUR NEO NTCT NKLA NOMD NVMI NRG NS OGE OPCH PH PENN PLNT PPL PBH PWR QRTEA REGN REYN SO STOR SSYS STRA TGP TNK TGNA SHYF USPH UNIT VIAC VSTO VG VNT VMC WD W WCC ZBH ZTS

    • Afternoon: AAON ACMR AL ATSG ABNB ALRM ALKT Y LNT MDRX ALTR ATUS AMH AIG COLD AMN ANGI AINV APPN ARNA AVLR AXNX BGS BIGC BILL BL BE BHF CABO CMBM CVNA CC CHUY CLNE NET CDXS CGNX COLL ED CNDT CVET CYRX CUBE CWK DDOG DK DRH DBX LOCO EBS ENDP EOG EXPE FATE FRT FSLR FND FTNT FOXF FNKO GKOS GBT GMED GPRO GDOT GDYN GH HTA ILMN INGN PODD IAC IOVA IRTC FROG LLNW LGF.A LYV LTHM MNDT MTZ MED MELI MTD MCHP MTX MITK MNST MSI MP NTRA NFG NKTR NPTN NWSA LASR NLOK NVAX OXY OHI ONTO OTEX OEC OUT PCTY PTON PBA PFSI PRDO PINS PCOR PGNY PBYI KWR QDEL RDFN REG RGA REZI RBA RLJ RKT ROG SEM SLQT SHAK SWKS SQ RUN SHO SWCH SYNA TRHC TDC UBER OLED USM VLDR VIAV VRAY VIR WELL WPM WSC WWE WW YMAB YELP ZGNX


  • Friday (Nov. 5)

    • Morning: AMCX AXL BEP CGC CNK DSEY D ELAN ERJ ENB ESNT FLR GT GRPN HMC TILE JCI KIM MGA MMI MFA MODV MOG.A NWN DOC PNW SSP SRE TRP TEN ECOL VTR

    • Afternoon: TSE



Asia & Europe detail: Asia: Nikkei CLOSED, Hang Seng -0.3%, Shanghai Composite -0.2% Equity indices in the Asia-Pacific region ended the midweek session on a mostly lower note while Japan's Nikkei was closed for Culture Day. NIKE's factories in Vietnam reportedly reopened. New Zealand's unemployment rate hit a 14-year low. The People's Bank of China announced that the number of digital yuan users has increased to 140 mln with the number of business users increasing to ten million.

  • In economic data:

    • China's October Caixin Services PMI 53.8 (last 53.4)

    • India's October Nikkei Services PMI 58.4 (expected 55.7; last 55.2)

    • Hong Kong's October Manufacturing PMI 50.8 (last 51.7)

    • Australia's October AIG Construction Index 57.6 (last 53.3). October Services PMI 51.8 (last 45.5). September Building Approvals -4.3% m/m (expected -2.0%; last 7.6%) and Private House Approvals -16.0% m/m (last 3.5%)

    • New Zealand's Q3 Employment Change 2.0% qtr/qtr (expected 0.4%; last 1.0%). Q3 Labor Cost Index 0.7% qtr/qtr (expected 0.8%; last 0.9%); 2.5% yr/yr (expected 2.6%; last 2.2%). Q3 Unemployment Rate 3.4% (expected 3.9%; last 4.0%)


---Equity Markets---

  • Japan's Nikkei: CLOSED

  • Hong Kong's Hang Seng: -0.3%

  • China's Shanghai Composite: -0.2%

  • India's Sensex: -0.4%

  • South Korea's Kospi: -1.3%

  • Australia's ASX All Ordinaries: +0.9%

---FX---

  • USD/JPY: -0.1% to 113.86

  • USD/CNH: UNCH at 6.3956

  • USD/INR: -0.2% to 74.47

Europe: DAX UNCH, FTSE -0.3%, CAC +0.1% Major European indices trade near their flat lines while Spain's IBEX (-1.2%) underperforms. Lufthansa reported a pre-tax profit for Q3. BMW beat Q3 expectations and reaffirmed its forecast for pre-tax profit margin for the full year. European Central Bank President Lagarde repeated her view that the spike in inflation is temporary and that conditions for a rate hike are unlikely to be met in 2022.

  • In economic data:

    • Eurozone's September Unemployment Rate 7.4%, as expected (last 7.5%)

    • U.K.'s October Services PMI 59.1 (expected 58.0; last 55.4). October Nationwide HPI 0.7% m/m (expected 0.4%; last 0.2%); 9.9% yr/yr (expected 9.3%; last 10.0%)

    • France's September government budget deficit EUR175.10 bln (last deficit of EUR178.10 bln)

    • Italy's September Unemployment Rate 9.2%, as expected (last 9.3%)

    • Spain's October Unemployment Change -700 (last -76,100)


---Equity Markets---

  • STOXX Europe 600: UNCH

  • Germany's DAX: UNCH

  • U.K.'s FTSE 100: -0.3%

  • France's CAC 40: +0.1%

  • Italy's FTSE MIB: +0.4%

  • Spain's IBEX 35: -1.2%

---FX---

  • EUR/USD: +0.1% to 1.1586

  • GBP/USD: +0.1% to 1.3625

  • USD/CHF: -0.3% to 0.9111



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