
Transocean Ltd shares dropped in late trading in New York on Thursday. Oil prices tumbled, and that hit the stock more than news of $185 million in new contracts for the offshore driller.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.