The art of balance under cautious optimism.
Hello everyone, I am Right Pocket.
On March 19, 2025, following the Federal Open Market Committee (FOMC) meeting, the Federal Reserve released the Summary of Economic Projections and a news announcement, disclosing its determination regarding the trends in the USA economy over the next few years and the latest decisions on MMF policy.
1. Economic Forecast: Growth is slowing, inflation still needs effort.
The "Economic Forecast Summary" reflects the collective expectations of FOMC members regarding key economic variables, including GDP growth, unemployment rate, and inflation rate. The forecast for March 2025 has been adjusted compared to December of last year, revealing some new trends.
1. Economic growth is slowing. The Federal Reserve expects the real GDP growth rate for the USA in 2025 to be 1.7%, down from the 2.1% forecast made in December of last year.The projections for 2026 and 2027 are both at 1.8%, with long-term expectations steady at 1.8%. This indicates that economic growth will slow in the short term, possibly influenced by high interest rates or external economic pressures, but overall remains stable.Original text: "Change in real GDP: 2025: 1.7 (December projection: 2.1), 2026: 1.8 (December projection: 2.0), 2027: 1.8 (December projection: 1.9), Longer run: 1.8 (December projec...

$Nasdaq Composite Index (.IXIC.US)$
While U.S. equities have recently shown signs of a technical rebound, I maintain that the current market remains fundamentally overvalued. Even under a soft landing scenario, the Nasdaq Composite could still correct to the 14,000-15,000 range. This relief rally is likely to be followed by intensified downward pressure.
Policy Divergence: Biden vs. Trump Economics
The Biden administration's strategy has been characterized by aggressive rate hikes coupled with ...

$DBS (D05.SG)$
DBS is one of the best stock in Singapore with strong dividend and fundamental business. Recently, the stock price has completed a 200% Fib move from the last major bottom to the recent top, a 17 to 17 sgd move. At this point, this stock is not a buy anymore depite being  cheaper evaluation than when it break out (lower P/E). I will be waiting for a retracement, potentially by end of Oct this year to buy back at break out levels.

Recently, the power management giant $Eaton (ETN.US)$ (Eaton Corporation, NYSE: ETN) has become the focus of market attention.Morgan Stanley's latest report raised Eaton's Target Price to $385, and is Bullish on the company's growth potential in AI Datacenter Energy demand, electrification development, and sustainable energy transition. Eaton's stock price experienced some fluctuations in 2025, but Analysts generally believe that the companyStrong long-term growth momentum.As the demand for energy consumption in Global Datacenters surges, Eaton's Electrical Utilities solutions business may enter a prosperous development period.
This article will analyze Eaton's growth potential from the following perspectives:Earnings Reports data, Target Price forecasts, industry trends, competitive advantages, and investment risks.Combining this with market analysis of "US stocks 101", this will help investors grasp investment opportunities in this industrial stock.
Morgan Stanley raises the Target Price, where does Eaton's growth momentum lie?
According to Morgan Stanley's latest research report, Eaton's Target Price has been raised from $350 to $385, indicating over 20% upside potential. The main reasons includethe surge in demand for AI servers and Datacenters, the acceleration of Smart Grids construction, the trend of global electrification, and Eaton's leadership in the Electrical Utilities management solutions sector.
Market research Institutions indicate that as artificial intelligence...

$CervoMed (CRVO.US)$ If only I had known, I would have slept a little longer.

$Rigetti Computing (RGTI.US)$
Quantum is here 🔋🔋🔋 to stay.Yesterday there was disaster in Nasdaq. 👇🏻🔋🧮
Huang kor said what about quantum? How's nvidia 😂😂😂

Recently, $NASDAQ (NASDAQ.US)$ After experiencing a breathtaking $1 trillion sell-off, market investors were caught off guard. Tech stocks, as a crucial pillar of the US stock market, faced unprecedented pressure in a high interest rate environment and fluctuating market sentiment. The market cap of the 'Big Seven' tech giants, including Microsoft, Apple, and Nvidia, evaporated by more than $750 billion, while Tesla saw a decline of over 15% in just one week, triggering a chain reaction in the market. Is this sell-off merely a short-term market fluctuation, or is it a signal for a deeper adjustment in the US tech sector? This article will analyze market trends through data to help investors gain insights into future opportunities and provide strategies to respond.
Key Factors Behind the Nasdaq Sell-off: Interest Rates, Earnings Reports, and Market Sentiment
Market analysis indicates that the core factors leading to the recent plunge in tech stocks include the Federal Reserve's (Fed) interest rate policy, the performance of corporate earnings reports, and changes in investor risk appetite. According to the latest US Consumer Price Index (CPI) data, the year-on-year increase rate for February CPI reached 3.2%, higher than market expectations, raising concerns that the Federal Reserve will delay interest rate cuts. The high interest rate environment has led to increased financing costs for tech companies, intensifying valuation pressures, especially for those relying on high growth, prompting investors to reassess the investment value of tech stocks.
Additionally, the failure of Technology stocks' Earnings Reports to meet market expectations has also been one of the catalysts for the market sell-off. For example, Apple revealed in its latest Earnings Reports that...