Aug. 20 at 7:29 AM
$BBVA $SMFG $COP $DE $BUD BBVA and SMFG benefit from banking activity and credit demand, ConocoPhillips remains leveraged to oil and gas prices, Deere benefits from agricultural and equipment spending, and AB InBev benefits from global beverage demand. I'm watching loan growth, credit quality, energy prices, farm income, and consumer volumes.