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2014年全美研究团队:华盛顿研究,1:Andrew Laperriere,Roberto Perli&Team

    <2014年全美研究团队
    安德鲁·莱克里雷,
    Roberto Perli.
    &teamcornerstone macrofirt-place外观:2

    总出现:2

    团队首次亮相:2013年

    首先重复,是三强,华盛顿基石的基石宏机组人员安德鲁·莱帕里埃雷, 和Roberto Perli.,47.分析师的研究是“非常周到”,一位投资者提供,并补充说,“安迪总是对政策有很好的见解。他们在董事会中做得很好,特别是在阅读立法是否会通过 - 或不进行立法。“46岁的Laperriere表示,他和他的同事预测了11月选举的共和党接管美国参议院的选举。如果发生这种情况,他们希望能源部门的参与者从多数人的“超重弯曲”中获得收益。The U.S. development phase of the Keystone Pipeline System — which is designed to transport oil within and between Canada and America — stands a better chance of being approved, he contends, and drilling services providers will face fewer hurdles on offshore drilling and on hydraulic fracturing, or fracking. Moreover, energy companies would see an easing of restrictions on exports of liquefied natural gas and crude oil with a Republican Senate, the co-leader adds. In health care the strategists foresee the likely removal of taxes on medical devices, benefiting that segment of the industry. Finally, they expect the U.S. Federal Reserve to raise rates in the second quarter of 2015. “The bond market is still far from fully pricing in that scenario,” Laperriere advises, “and will need to adjust significantly, especially at the short end of the curve. Stock prices,” he adds, “usually increase over the course of a Fed tightening cycle.”