Tuesday, July 29, 2014

Morning Journal---Stockman on Ukraine

  News on Stocks in Our Portfolios
·         United Parcel Service (NYSE:UPS): Q2 EPS of $1.21 misses by $0.04.
·         Revenue of $14.27B (+5.6% Y/Y) beats by $170M.

Economics

   This Week’s Data

            The July Markit flash services PMI was reported at 61.0 versus expectations of 60.0.

            June pending home sales fell 1.1%, in line.

            The July Dallas Fed’s manufacturing index came in at 12.7 versus estimates of 12.0

   Other

            Median household income rose in June (medium):

            Update on US corporate debt (short):

Politics

  Domestic

  International

            Doubts in EU about helping Ukraine (medium):

            David Stockman on Ukraine (medium and a must read):

            More from Ukraine (medium:

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