Katherinerce
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Technical and macro review of US stocks every Saturday and SundayIf the article resonates with you, please like and share to support my continued analysis and creation, thank you.
Hello everyone, I am Right Pocket.
Citi Research published a macro thought report dated March 21, 2025, which covers the Global economy, USA economy and interest rates, European interest rates, Forex, as well as Global and USA Stocks strategy.
The report analyzes the prospects of foreign direct investment in the USA, the risks of economic slowdown and rising inflation in the USA, and the expected changes in interest rates and currencies across countries.
In addition, the report also examines the impact of tariffs and provides allocation recommendations for different asset classes.
Citi Research Macroeconomic Analysis (March 21, 2025)
Release Date: March 21, 2025
Core themes and important viewpoints:
This Citi Research macroeconomic think tank report covers various aspects of the global and major economies, including macroeconomics, interest rates, Forex, stock strategies, and asset allocation, with a focus on the outlook for the USA economy, inflation pressures, monetary policy, and the upcoming tariff "critical moments".
1. Global economy and Foreign Direct Investment (FDI) theme:
The impact of the USA's "America First" policy on global foreign direct investment. Key points:
Global FDI flows have slowed since 2018, but there has not been a complete reversal of globalization trends.
The share of the USA in global FDI has increased, thanks to this...
Hello everyone, I am Right Pocket.
Citi Research published a macro thought report dated March 21, 2025, which covers the Global economy, USA economy and interest rates, European interest rates, Forex, as well as Global and USA Stocks strategy.
The report analyzes the prospects of foreign direct investment in the USA, the risks of economic slowdown and rising inflation in the USA, and the expected changes in interest rates and currencies across countries.
In addition, the report also examines the impact of tariffs and provides allocation recommendations for different asset classes.
Citi Research Macroeconomic Analysis (March 21, 2025)
Release Date: March 21, 2025
Core themes and important viewpoints:
This Citi Research macroeconomic think tank report covers various aspects of the global and major economies, including macroeconomics, interest rates, Forex, stock strategies, and asset allocation, with a focus on the outlook for the USA economy, inflation pressures, monetary policy, and the upcoming tariff "critical moments".
1. Global economy and Foreign Direct Investment (FDI) theme:
The impact of the USA's "America First" policy on global foreign direct investment. Key points:
Global FDI flows have slowed since 2018, but there has not been a complete reversal of globalization trends.
The share of the USA in global FDI has increased, thanks to this...
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$Direxion Daily Homebuilders & Supplies Bull 3X Shares (NAIL.US)$ FYI
the home builder Market has been absolutely decimated the stocks have been crushed and this is due to the fact that they have guided lower for the first and second quarter of this year.
this guidance was given last month based off of the Outlook of the Federal reserve that they were going to hold off on monetary policy and the consensus was back in I say last month I mean end of January beginning of February that there was go...
the home builder Market has been absolutely decimated the stocks have been crushed and this is due to the fact that they have guided lower for the first and second quarter of this year.
this guidance was given last month based off of the Outlook of the Federal reserve that they were going to hold off on monetary policy and the consensus was back in I say last month I mean end of January beginning of February that there was go...
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$SORENTO (0326.MY)$ Sorento Capital Berhad has been performing well lately. For the second quarter ending December 31, 2024, the company reported sales of MYR 49.71 million and a net income of MYR 7.01 million, resulting in a basic earnings per share of MYR 0.0123. Over the six-month period ending on the same date, sales reached MYR 94.75 million with a net income of MYR 12.03 million and a basic EPS of MYR 0.021.
In the first quarter ending September 30, 2024, the company generated revenue of M...
In the first quarter ending September 30, 2024, the company generated revenue of M...
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$Quantum Computing (QUBT.US)$ is expected to release its quarterly earnings result for Q4 2024 on 20 March 2025 after the market close.
While we analyse QUBT Q4 2024 earnings, I think we need to consider multiple factors, given the nascent stage of the quantum computing industry and company-specific dynamics.
This is especially so when we have the Nvidia GTC which has a quantum focused event, any commentary by $NVIDIA (NVDA.US)$ CEO coul...
While we analyse QUBT Q4 2024 earnings, I think we need to consider multiple factors, given the nascent stage of the quantum computing industry and company-specific dynamics.
This is especially so when we have the Nvidia GTC which has a quantum focused event, any commentary by $NVIDIA (NVDA.US)$ CEO coul...



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$Meta Platforms (META.US)$ (NASDAQ:Meta's near-term launch is testing other proprietary AI training chips, which will reduce its benchmark against NVIDIA (Nasdaq:NVDA) and optimize AI processing costs. By taking into account the required growth in frying efficiency, the technology heads are investing in the chipboard market to strengthen their competitive advantage. MetaThis is not only reflecting the unique cost structure and competition, but the potential to change the architecture of the AI hardware industry, investors need to take a deeper look at the implications of this development. This article will help Futubull investors assess how Metata reflects other price trends and industry trends from financial data, technical competition, and market trends.
Financial Impact of Meta Self-Research AI Chips: Reduce Costs and Improve Computing Efficiency
Currently AI computing is highly dependent on Nvidia's GPUs, with the market growing demand for its high-end chips such as the H100, with a single price even as high as0.04 million USD。 According to market data, Nvidia's AI chip business will bring in 2024$47 billion in revenue, up from a year agoMore than twice。 However, the high cost of hardware has led technology companies to start looking for alternatives. If Meta successfully develops and deploys its own AI chips, it will effectively reduce its reliance on Nvidia and in cloud computing,...
Financial Impact of Meta Self-Research AI Chips: Reduce Costs and Improve Computing Efficiency
Currently AI computing is highly dependent on Nvidia's GPUs, with the market growing demand for its high-end chips such as the H100, with a single price even as high as0.04 million USD。 According to market data, Nvidia's AI chip business will bring in 2024$47 billion in revenue, up from a year agoMore than twice。 However, the high cost of hardware has led technology companies to start looking for alternatives. If Meta successfully develops and deploys its own AI chips, it will effectively reduce its reliance on Nvidia and in cloud computing,...
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