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Cowen policy analyst Chris Krueger: Winners in the #IowaCaucuses: Trump, Bloomberg, Super Tuesday, Milwaukee Mayhem More in his analysis, published today

Helane Becker published takeaways from her meetings with $JBLU. Discussion centered around JetBlue's 2020 EPS target, transatlantic expansion, fleet and ancillary production

Cowen refiners analyst Jason Gabelman: “We expect near-term price action to be more sensitive to #coronavirus impacts than earnings... beats have provided limited uplift while earnings meets have been sold” $MPC $VLO $PSX $PBF $CLMT $HFC $PARR #oil

Cowen health care policy analyst Rick Weissenstein: “Tonight's #StateOfTheUnion speech gives Trump a chance to push parts of his drug pricing agenda - reimportation from Canada and the IPI”

Colby Synesael published Data Services earnings preview. Detailed analysis out today $AKAM $COR $CONE $DLR $EQIX $GDS $INXN $SWCH

Cowen analyst John Kernan published investment takeaways from the @OutdoorRetailer show and his meetings there with managements of $VFC, $YETI and $ELY. Sustainability remains a critical theme driving product design

Doug Creutz’s State of Big Media published today. Television advertising trends appear stable, in the flat y/y range, but sub trends remain difficult. 2020 likely to be characterized by increasing margin pressure as streaming investment begins in earnest

Cowen policy analyst Chris Krueger’s week ahead published: Sanders can take a plurality, but probably not a majority & Bloomberg will have enough money to block Brokered Convention in July would rise w/ a Biden loss; Iowa is make or break. Everyone else has luxury of time

Cowen’s monthly #Biotech Thermometer published today. Provides view on institutional investor sentiment toward the #biotechnology sector, individual stocks, and upcoming events

Cowen policy analyst Chris Krueger’s Washington Weekly published today. Highlights: Impeachment trial likely to end today in acquittal, without witnesses Sanders could win Iowa and New Hampshire. Note: No one ever won both and has not been the nominee

In report published today, Ken Cacciatore previewed select specialty pharmaceutical company earnings, including $BHC, $HZNP, $AERI, $CHRS, $MYL, $ENDP, $AMRX and $TEVA

Cowen software analyst Derrick Wood initiated coverage of Cloud Communications Platform vendor $TWLO. 64-page analysis released today

Cowen’s John Kernan previewed retail sector earnings, including $COLM, $ELY, $RL, $UAA, $HBI and $YETI

George Mihalos expands research coverage into B2B Payments with new, 75-page #AheadOfTheCurve report and coverage of $FLT and $WEX. Full reports published today

Three Cowen analysts published a new #AheadOfTheCurve report on emerging On-Demand Pay solutions, the development of financial processing infrastructure to enable Real-Time Payments, and the related regulatory environment that’s set to take shape $CDAY

Leveraging Cowen’s proprietary monthly Consumer Survey data, Oliver Chen published a 20-page report on handbag company trends $CPRI $TPR