Timothy is a Research Analyst at Fisher Investments, and has been with the firm since 2004.
Because US involvement in Syria is being weighed publicly the world over, it is unlikely to carry enough shock or surprise power to materially affect stocks.
An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.
Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.
Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.
Firms that can meet a growing global health risk are poised to benefit.
America isn’t the only nation that makes political hay over budgetary stalemates.
In the past few years, it seems many patients deferred procedures as a result of economic hardship. Improving macroeconomic conditions should drive patient utilization rates higher.
Looming patent expirations, legislative uncertainty and disappointing R&D results have long weighed on Pharmaceuticals stocks. But while those fears help explain the past, focusing on them exclusively can blind your view of the future.
Weighing two important drivers for Pharmaceutical stocks shows one widely known negative and one widely underappreciated positive.