Macro
Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.
month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.30 | +0.30 | +0.30 | +0.30 | +0.30 | +0.30 | +0.20 | +0.00 | +0.10 | +0.00 | +0.20 | -0.15 |
The smartphone-data boom kept revenue strong, but the August downgrade/euro turmoil rattled markets and AT&T's blocked $39B T-Mobile deal (with a $4B breakup fee) was a growth setback. Positive but choppy.
How this mood is scored ▾
Netflix reversed its plan to split DVD and streaming services into separate brands, scrapping the unpopular Qwikster initiative following a massive customer backlash and a sharp stock decline. Although the unified service remains, the controversial 60% price hike stays, with implications for subscriber retention and competitive positioning in the streaming market.
AT&T abandoned its $39 billion acquisition of T-Mobile USA following opposition from the DOJ and FCC, citing harm to competition and spectrum availability. The failed merger costs AT&T $4 billion, while T-Mobile gains spectrum and a 7-year roaming deal. The decision preserves a competitive wireless market, benefiting consumers and rivals like Sprint and Verizon.