S&P 500 Opening Bell Heatmap (Mar. 27, 2024)
$SPDR S&P 500 ETF (SPY.US)$ +0.51% 🟩
$Invesco QQQ Trust (QQQ.US)$ +0.54% 🟩
$Dow Jones Industrial Average (.DJI.US)$ +0.67% 🟩
$iShares Russell 2000 ETF (IWM.US)$ +1.01% 🟩
Stocks on move: $Robinhood (HOOD.US)$ +4.5%, $Merck & Co (MRK.US)$ +4.6%, $Disney (DIS.US)$ +1.5%, $Enphase Energy (ENPH.US)$ +4.9%, $Trump Media & Technology (DJT.US)$ +19%, $MicroStrategy (MSTR.US)$ + 5.7%, $Marvell Technology (MRVL.US)$ +4.90%, $nCino (NCNO.US)$ +16%, $Tesla (TSLA.US)$ +0.4% (...

Tomorrow's FOMC rate decision isn't expected (according to Fed Fund futures) to end with a rate cut.
However, the group will also update its forecasts which include projections for where rates will be end of 2024 (and further out).
My scenario table:
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$

$Salesforce (CRM.US)$ | Salesforce Q4 Earnings Highlights:
🔹 Sales: $1.97B (Est. $1.97B) 🟡
🔹 Revenue: $9.29B (Est. $9.22B) 🟢
🔹 Service Revenue: $2.16B (Est. $2.14B) 🟢
FY'25 Guidance:
🔹 Revenue: $37.7B to $38B (Est. $38.62B) 🔴
🔸 Initiates a First Qtrly dividend of $0.40 per share.
🔸 Share buyback authorization increased by $10B.

Every peak in of new houses sold monthly (white line) has corresponded with a new low in the 30yr mortgage rate (black line). I'd suggest far lower new house sales are coming until a far lower (record low?) mortgage rate is "achieved". Absent this, the engine for the US economy likely to continue decelerating indefinitely?!?
$S&P 500 Index (.SPX.US)$

Our take on commercial real estate in comparison to the 2023 bank failures - in 1 chart. Need a 40% drop in cre valuations to equate to same amount of total bank asset affected as in  2023. But cre is more spread out risk in time, and across banks, though smaller banks.
$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Dow Jones Industrial Average (.DJI.US)$

"If Jensen's GPU behemoth can deliver stellar numbers – and by 'stellar,' I mean 4Q DC revs surpassing $20B with anticipated growth for Q1 – the stock might weather well."
However, "the greater the guidance beat, the more the market will speculate that supply conditions are improving, potentially leading to an inventory correction in 2H24." $NVIDIA (NVDA.US)$

$NIO Inc (NIO.US)$ NIO's January Surge: Over 10K EVs Delivered! $XPEV $LI $TSLA $PSNY
Key Highlights:
📍 NIO's January Triumph: Delivered 10,055 vehicles in January 2024, marking an 18.2% year-over-year growth.
📍 Cumulative Milestone: Total deliveries hit 459,649 vehicles by January 31, 2024.
📍 Diverse Portfolio: Sales include 6,307 SUVs and 3,748 sedans.
📍 Strategic Alliances: NIO partners with JAC Group and Chery Automobile for battery swapping, expanding its collaborative network.
📍 Innovative ...

The $S&P 500 Index (.SPX.US)$ closed near the flatline Tuesday, with Wall Street largely waiting on rate policy guidance from the Federal Reserve.
The benchmark ticked down 0.06% to close at 4,924.97. The Nasdaq Composite slipped 0.76% to finish Tuesday trading at 15,509.90, while the Dow Jones Industrial Average added 133.86 points, or 0.35%, to 38,467.31.

Where are the US stock market bears now?  Market analysts/ certain investors have warned us to avoid the US over the last three years.  Reasons include Big Tech, valuation, concentration, inflation, rates, recession etc.  Are any US bears willing to admit they got it wrong? 🤔
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$