We have learned macro-industry-financial statement analysis and CAPM. We have a higher standard for the future presentations, which are expected to analyze the financial market using what we have learned in class and are expected to
Update the financial market news since previous class. (1 point)
Summarize the movements of the financial market, (the movements of S&P, Dow Jones, NASDAQ, interest rates, etc).
Report new data for economic indicators.
Report other news that had significant impact on the financial market, such as government policy changes, domestic or international crisis, etc.
Tie the recent market movement to what we discussed in class.
What drove the movements of the financial market? (0.4)
Identify whether the economic indicators are leading, coincident, or lagging indicators. (0.3)
Interpret the recent data of leading economic indicators on the future financial market. (0.3)
Explain how you react to the news and the economic indicators in your investments.
Is the near future of the financial market bullish or bearish? (0.3)
How would you adjust your investment reacting to the news, the new data of economic indicators, or other significant news? (0.7) Text: Bodie, Kane and Markus, Essentials of Investments, 9th edition (McGraw Hill), ISBN: 978-0-07-803469-5.
