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We’re now offically in the second half of 2024, and the markets are already throwing up some surprises. After a strong first half, the Nasdaq ended sharply lower in Thursday trading as investors rotated out of Big Tech after softer-than-expected inflation data raised expectations of a September rate cut.
What does a rate cut means for markets? How should...

If the seven days Santa Claus Rally is real, then remember to get in on the 1st day and exit before the 7th day to give your portfolio a boost!
Top 18 Actives (20 Dec 2021)
$Apple(AAPL.US)$
$AT&T(T.US)$
$Ford Motor(F.US)$
$AMC Entertainment(AMC.US)$
$Carnival(CCL.US)$
$Bank Bradesco SA(prefer share ADS)(BBD.US)$
$Bank of America(BAC.US)$
$Pfizer(PFE.US)$
$NIO Inc(NIO.US)$
$American Airlines(AAL.US)$
$NVIDIA(NVDA.US)$
$Palantir(PLTR.US)$
$Cerner(CERN.US)$
$Lucid Group(LCID.US)$
$Advanced Micro Devices(AMD.US)$
$Itau Unibanco(ITUB.US)$
$Annaly Capital Management Inc(NLY.US)$
$Citigroup(C.US)$

The newest CPI of the US is 6.8%, highest since 1982. Here are views from Wall Street concerning when the Fed will raise interest rates.
1) Goldman sachs forecasts three rate increases in 2022, followed by two a year starting in 2023, while expecting inflation to fall to just over 2 per cent.
2) JP Morgan: the Fed may bring forward its first interest rate hike to June next year and expects it to accelerate the pace of tapering its asset purchases, ending in March.
3) Ubs said the taper would end in March and inflation would remain high over the same period. The Fed is expected to begin shrinking its balance sheet in June and raise interest rates for the first time in September.
4) Morgan Stanley changes its view and believes that core inflation will fall from its peak in 2022Q1. Two hikes are expected in 2022, 3.5 in 2023 and three in 2024.
5) Bank of America says the Fed could start raising interest rates at its December meeting. If not, markets are pricing in a 50 basis point rise in March.
$Nasdaq Composite Index(.IXIC.US)$ $S&P 500 Index(.SPX.US)$ $Dow Jones Industrial Average(.DJI.US)$ $SPDR Gold ETF(GLD.US)$ $Bank of America(BAC.US)$ $Wells Fargo & Co(WFC.US)$ $Apple(AAPL.US)$ $Microsoft(MSFT.US)$ $Meta Platforms(FB.US)$ $Alphabet-A(GOOGL.US)$ $Tesla(TSLA.US)$ $Tencent(TCEHY.US)$ $Alibaba(BABA.US)$ $JPMorgan(JPM.US)$ $Blackrock(BLK.US)$ $Goldman Sachs(GS.US)$ $UBS Group(UBS.US)$ $Morgan Stanley(MS.US)$