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The reason why the FRB is delaying interest rate cuts, a further increase - the forecast remains unchanged until November
Steven Stanley, chief economist in charge of the US at Santander US Capital Markets, predicts that policy interest rates will remain unchanged until November. “Six weeks ago, the Federal Open Market Committee (FOMC) wanted to get more confidence that inflation was moving towards 2%. Since then, there has been nothing but bad news about inflation,” he pointed out in the report.
November!!!
If interest rates were to be cut, I think July to October, but... hmm
Steven Stanley, chief economist in charge of the US at Santander US Capital Markets, predicts that policy interest rates will remain unchanged until November. “Six weeks ago, the Federal Open Market Committee (FOMC) wanted to get more confidence that inflation was moving towards 2%. Since then, there has been nothing but bad news about inflation,” he pointed out in the report.
November!!!
If interest rates were to be cut, I think July to October, but... hmm
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$Adobe (ADBE.US)$
Adobe stocks plummet, and concerns about intensifying AI competition intensified due to sluggish sales forecasts
Software manufacturer riceAdobeThe stock price temporarily fell by about 10% due to overtime trading on the US stock market on the 14th. Since showing a sluggish sales forecast for the March/May fiscal year (2nd quarter), concerns have intensified that start-ups focusing on artificial intelligence (AI) will become a competitive threat.
Adobe stocks plummet, and concerns about intensifying AI competition intensified due to sluggish sales forecasts
Software manufacturer riceAdobeThe stock price temporarily fell by about 10% due to overtime trading on the US stock market on the 14th. Since showing a sluggish sales forecast for the March/May fiscal year (2nd quarter), concerns have intensified that start-ups focusing on artificial intelligence (AI) will become a competitive threat.
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$Apple (AAPL.US)$
Apple acquires Canadian AI startup and transfers its employees to its own AI department.
Apple.(AAPL.O), opens new tabApple has acquired Darwin AI, a Canadian AI startup, and transferred dozens of its employees to its own AI department.
Apple acquires Canadian AI startup and transfers its employees to its own AI department.
Apple.(AAPL.O), opens new tabApple has acquired Darwin AI, a Canadian AI startup, and transferred dozens of its employees to its own AI department.
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$Arm Holdings (ARM.US)$
Arm has announced the "Arm Automotive Enhanced" chip for self-driving cars, which is claimed to "shorten the development of AI-enabled automobiles by up to 2 years."
On March 13, 2024, Arm announced the Arm Automotive Enhanced (AE) processor for self-driving cars and a new development system called Arm Compute Subsystem for Automotive, targeting auto manufacturers and their suppliers. Arm claims that this initiative can "shorten the development cycle of AI-enabled automobiles by up to 2 years."
Arm has announced the "Arm Automotive Enhanced" chip for self-driving cars, which is claimed to "shorten the development of AI-enabled automobiles by up to 2 years."
On March 13, 2024, Arm announced the Arm Automotive Enhanced (AE) processor for self-driving cars and a new development system called Arm Compute Subsystem for Automotive, targeting auto manufacturers and their suppliers. Arm claims that this initiative can "shorten the development cycle of AI-enabled automobiles by up to 2 years."
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$Lithium Americas (LAC.US)$
US Biden Administration to Loan $2 Billion for Japan's Largest Lithium Development - Stakeholders
The US Biden administration is a Canadian resources company proceeding with the development project for the nation's largest lithium deposit in NevadaLithium America'sIt is planned to announce plans to provide loans of more than 2 billion dollars (about 295 billion yen) to it. One person involved who is familiar with the situation made it clear.
It is considered one of the most promising opportunities in Japan to enable the production of lithium metal for electric vehicle (EV) vehicle batteries, solar panels, and wind turbines.
I wonder if I should buy itThe price is also reasonable
China is in such a situation 👇👇
China's lithium industry loses costs directly to South America due to EV deceleration
US Biden Administration to Loan $2 Billion for Japan's Largest Lithium Development - Stakeholders
The US Biden administration is a Canadian resources company proceeding with the development project for the nation's largest lithium deposit in NevadaLithium America'sIt is planned to announce plans to provide loans of more than 2 billion dollars (about 295 billion yen) to it. One person involved who is familiar with the situation made it clear.
It is considered one of the most promising opportunities in Japan to enable the production of lithium metal for electric vehicle (EV) vehicle batteries, solar panels, and wind turbines.
I wonder if I should buy itThe price is also reasonable
China is in such a situation 👇👇
China's lithium industry loses costs directly to South America due to EV deceleration
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Special live streaming
As market attention is drawn to inflation trends and interest rates, interest rates plummeted in the wake of the announcement of the US CPI the other day. As a result, stocks have risen further, and US stocks, led by Big Tech, are showing dynamic movements.
Under these circumstances,How should stocks be selected? Also, how should we determine when to buy stocks?
In this live conversation,Moomoo Securities President and CEO, Francisco IzawawithFamous Investor Trade Labo @kazuki kodamaThey explained a wide range of topics, such as TradeLABO's market view on the current market and decisions when to buy individual stocks.
In this conversation, we dug deep into the following points.
・The latest stock price fluctuations and market trends(05:55 to 15:23)
・What stocks is Trade Labo currently paying attention to?(15:23 to 26:10)
・Stock selection using a screener and decision when to buy(26:24 to 42:46)
・How to trade with Moomoo...
As market attention is drawn to inflation trends and interest rates, interest rates plummeted in the wake of the announcement of the US CPI the other day. As a result, stocks have risen further, and US stocks, led by Big Tech, are showing dynamic movements.
Under these circumstances,How should stocks be selected? Also, how should we determine when to buy stocks?
In this live conversation,Moomoo Securities President and CEO, Francisco IzawawithFamous Investor Trade Labo @kazuki kodamaThey explained a wide range of topics, such as TradeLABO's market view on the current market and decisions when to buy individual stocks.
In this conversation, we dug deep into the following points.
・The latest stock price fluctuations and market trends(05:55 to 15:23)
・What stocks is Trade Labo currently paying attention to?(15:23 to 26:10)
・Stock selection using a screener and decision when to buy(26:24 to 42:46)
・How to trade with Moomoo...
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Recently, there has been an increasing interest in high dividend-listed stocks in the stock market. The question then becomes,How should you choose high dividend stocks? When should you buy and sell to maximize your profits?
In this live discussion, moomoo Securities President and CEO, Francisco Izawa, and popular investor @ぽんちよ-YouTuberYoutuber Ponchiyo will answer these questions.
Before we dive into the live stream explanation, moomoo, which provides strong support to investors, has some announcements for everyone.
【Account Opening Special Benefits】
Finally, trading US stocks has begun.24-hour stock trading is possible, andFor the first 2 months after account openingtrading fees are completely free.It will be. About 7,000 tradable stocks.Provides real-time quote information, especially when determining the timing of trading high dividend stocks in the USA, you can accurately grasp the market trends.
Now, by opening an account and making a deposit, you have a chance to win up to 0.01 million yen.Now, by opening an account and making a deposit, you have a chance to win up to 0.01 million yen.There is an opportunity to open an account by clicking on the image below and apply for account opening.
[Special Delivery]
moomoo President and CEO Francisco Izawa and popular investor YouTuber...
In this live discussion, moomoo Securities President and CEO, Francisco Izawa, and popular investor @ぽんちよ-YouTuberYoutuber Ponchiyo will answer these questions.
Before we dive into the live stream explanation, moomoo, which provides strong support to investors, has some announcements for everyone.
【Account Opening Special Benefits】
Finally, trading US stocks has begun.24-hour stock trading is possible, andFor the first 2 months after account openingtrading fees are completely free.It will be. About 7,000 tradable stocks.Provides real-time quote information, especially when determining the timing of trading high dividend stocks in the USA, you can accurately grasp the market trends.
Now, by opening an account and making a deposit, you have a chance to win up to 0.01 million yen.Now, by opening an account and making a deposit, you have a chance to win up to 0.01 million yen.There is an opportunity to open an account by clicking on the image below and apply for account opening.
[Special Delivery]
moomoo President and CEO Francisco Izawa and popular investor YouTuber...
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Markets are wait-and-see before the FOMC. Director Jefferson's remarks before the blackout and the WSJ article have already shown skipping interest rate hikes in June, and it is almost certain that interest rate hikes will stop at the FOMC in June. It is thought that the reason interest rate hikes can be stopped, whether by skipping or whatever, is because the Fed has lifted its sense of caution against inflation.
If inflation peaked out at 9.1% in June last year, it's impossible to think of interest rate hikes until any time. Even with regard to core inflation, which markets are concerned about, Chairman Powell stated at the press conference after the FOMC meeting in May that “I do not agree with the idea that wages raise inflation.” He believes that wages simply follow inflation and don't drive inflation. This comment is an assertion that price increases preceded and that distribution is wages; in other words, prices and wages move in the same way, but wages are not the driving force of inflation. Profit is absolute in an American company with effective governance. If prices are replaced with profit, it is clear that price increases (profit expansion) come first, and that distribution is wages. Prices and wages move in the same way, but the reason...
If inflation peaked out at 9.1% in June last year, it's impossible to think of interest rate hikes until any time. Even with regard to core inflation, which markets are concerned about, Chairman Powell stated at the press conference after the FOMC meeting in May that “I do not agree with the idea that wages raise inflation.” He believes that wages simply follow inflation and don't drive inflation. This comment is an assertion that price increases preceded and that distribution is wages; in other words, prices and wages move in the same way, but wages are not the driving force of inflation. Profit is absolute in an American company with effective governance. If prices are replaced with profit, it is clear that price increases (profit expansion) come first, and that distribution is wages. Prices and wages move in the same way, but the reason...
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Good morning!
The June FOMC was successfully held (?) Now that it has passed, I would like to share the content.
Interest rate hikes were postponed as anticipated in advance.
However, at the press conference held by Fed Chairman Powell that followed, there were also statements suggesting future interest rate hikes.
What had a big impact on me personally was the content “We'll talk about interest rate cuts about 2 years from now.”
“It's going to stay like this for the next 2 years or so, right?” That's right?
This means that we will continue to maintain these high interest rates, so as expected, there may be places where even strong American companies cannot endure it.
Therefore, it is uncertain whether current stock prices will continue to rise as they are.
As for the dollar and yen, there is a big possibility that both America and Japan will maintain their current policies
You may not be able to expect big price movements from here on out.
$Nasdaq (NDAQ.US)$
The June FOMC was successfully held (?) Now that it has passed, I would like to share the content.
Interest rate hikes were postponed as anticipated in advance.
However, at the press conference held by Fed Chairman Powell that followed, there were also statements suggesting future interest rate hikes.
What had a big impact on me personally was the content “We'll talk about interest rate cuts about 2 years from now.”
“It's going to stay like this for the next 2 years or so, right?” That's right?
This means that we will continue to maintain these high interest rates, so as expected, there may be places where even strong American companies cannot endure it.
Therefore, it is uncertain whether current stock prices will continue to rise as they are.
As for the dollar and yen, there is a big possibility that both America and Japan will maintain their current policies
You may not be able to expect big price movements from here on out.
$Nasdaq (NDAQ.US)$
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☑️ Show another interest rate hike with SEP to restrain the careless rise in stock prices
☑️ However, Grandpa Pow emphasizes that it will be decided live each time from the data that comes out, and Pow captures the market with an accuracy of about half the time.
☑️ The fact that the interest rate increase process has changed from speed to wait-and-see is significant in the big picture. In the end, Pow will be a factor in suppressing future stock price fluctuations.
☑️ However, Grandpa Pow emphasizes that it will be decided live each time from the data that comes out, and Pow captures the market with an accuracy of about half the time.
☑️ The fact that the interest rate increase process has changed from speed to wait-and-see is significant in the big picture. In the end, Pow will be a factor in suppressing future stock price fluctuations.
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