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Earnings Preview
As a new week of earnings announcements approaches, all eyes are on Carnival, Micron, and Nike, each set to disclose their financial performance.
$Carnival(CCL.US$ is set to kick off the week with its second-quarter fiscal 2024 earnings release on June 25, before the market opens. The cruise giant has been riding a wave of improved booking activities, with a strong pricing environment and increased adver...
As a new week of earnings announcements approaches, all eyes are on Carnival, Micron, and Nike, each set to disclose their financial performance.
$Carnival(CCL.US$ is set to kick off the week with its second-quarter fiscal 2024 earnings release on June 25, before the market opens. The cruise giant has been riding a wave of improved booking activities, with a strong pricing environment and increased adver...
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1. $Hims & Hers Health(HIMS.US$ will transform into a healthcare powerhouse, significantly reducing healthcare costs in the US.
2. $Advanced Micro Devices(AMD.US$ will challenge $NVIDIA(NVDA.US$ 's supremacy in the AI sector.
3. $Spotify Technology(SPOT.US$ will develop into an audio search engine with billions of monthly active users.
4. $Palantir(PLTR.US$ will become the foundational platform for AI adoption in the West, serving as the initial building block ...
2. $Advanced Micro Devices(AMD.US$ will challenge $NVIDIA(NVDA.US$ 's supremacy in the AI sector.
3. $Spotify Technology(SPOT.US$ will develop into an audio search engine with billions of monthly active users.
4. $Palantir(PLTR.US$ will become the foundational platform for AI adoption in the West, serving as the initial building block ...
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RECAP
The market opened higher on Thursday but suddenly dropped like a rock. After 1:30 p.m. EST, the market pulled back hard. Suddenly, the number of equities in the red caught up to equities in the green, about 8,100 equities fell compared to 5,000, still climbing.
The $S&P 500 Index fell 1.23% at the time of writing. The $Dow Jones Industrial Average fell 1.35, and the $Nasdaq Composite Index fell 1.35%.
MACRO
Labor Market as Inflation Gauge
Thursday...
The market opened higher on Thursday but suddenly dropped like a rock. After 1:30 p.m. EST, the market pulled back hard. Suddenly, the number of equities in the red caught up to equities in the green, about 8,100 equities fell compared to 5,000, still climbing.
The $S&P 500 Index fell 1.23% at the time of writing. The $Dow Jones Industrial Average fell 1.35, and the $Nasdaq Composite Index fell 1.35%.
MACRO
Labor Market as Inflation Gauge
Thursday...
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The CPI increased 0.3% for the month, higher than the 0.2% estimate. On a 12-month basis, the CPI closed 2023 up 3.4%. Economists surveyed by Dow Jones had been looking for readings of 3.3%.
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
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- 📈 Dow Jones extends its winning streak to six sessions, the longest since late July.
- 🇺🇸 U.S. stocks had their best week of 2023.
- 💹 Dow Jones gained 0.1%, the S&P 500 rose 0.2%, and the Nasdaq Composite was up 0.3%.
- 📅 Monday marked the Nasdaq's seventh consecutive day of gains, matching a win streak last seen in January.
- 📊 Last week saw significant gains, with the Dow Jones up 5.1%, the S&P 500 up 5.9%, and the Nasdaq Composite up 6.6%.
- 📉 Bond yields tempo...
- 🇺🇸 U.S. stocks had their best week of 2023.
- 💹 Dow Jones gained 0.1%, the S&P 500 rose 0.2%, and the Nasdaq Composite was up 0.3%.
- 📅 Monday marked the Nasdaq's seventh consecutive day of gains, matching a win streak last seen in January.
- 📊 Last week saw significant gains, with the Dow Jones up 5.1%, the S&P 500 up 5.9%, and the Nasdaq Composite up 6.6%.
- 📉 Bond yields tempo...
- 💹 The S&P 500 had its best day in six months, with a 1.9% gain, signaling optimism about the Fed's interest rate policy.
- 📈 The Dow Jones Industrial Average surged by 1.7%, gaining 564.50 points and ending at 33,839.08.
- 📊 The Nasdaq Composite also saw significant gains, rising 1.8% and finishing at 13,294.19.
- 🏦 The Federal Reserve's decision to keep interest rates on hold boosted the stock market, with a focus on the central bank's stance on bond yields.
- 💼 F...
- 📈 The Dow Jones Industrial Average surged by 1.7%, gaining 564.50 points and ending at 33,839.08.
- 📊 The Nasdaq Composite also saw significant gains, rising 1.8% and finishing at 13,294.19.
- 🏦 The Federal Reserve's decision to keep interest rates on hold boosted the stock market, with a focus on the central bank's stance on bond yields.
- 💼 F...
Federal Reserve Chair Jerome Powell's recent statements and actions:
- 💼 Federal Reserve suggests it may be done with interest-rate hikes after holding rates steady for the second consecutive policy meeting.
- 📈 Powell's dovish pivot boosts markets, with the S&P 500 index closing more than 1% higher.
- 💹 The 10-year US Treasury yield drops below 4.75% for the first time in two weeks.
- 📅 Future rate hike expectations decrease, with a one-in-four chance of another rate hike by ...
- 💼 Federal Reserve suggests it may be done with interest-rate hikes after holding rates steady for the second consecutive policy meeting.
- 📈 Powell's dovish pivot boosts markets, with the S&P 500 index closing more than 1% higher.
- 💹 The 10-year US Treasury yield drops below 4.75% for the first time in two weeks.
- 📅 Future rate hike expectations decrease, with a one-in-four chance of another rate hike by ...
(Negative) Risk increase and decrease:
The risk of transitioning from prototypes to mass production for the Cybertruck has been consistent over the past four quarters, with the risk increasing in Q3 2023 due to the upcoming ramp of the Cybertruck.
The risk of uncertainty in the macroeconomic environment has been a constant concern over the past four quarters, with high-interest rates and macro uncertainty being highlighted in Q2 2023.
The risk of commodity pri...
The risk of transitioning from prototypes to mass production for the Cybertruck has been consistent over the past four quarters, with the risk increasing in Q3 2023 due to the upcoming ramp of the Cybertruck.
The risk of uncertainty in the macroeconomic environment has been a constant concern over the past four quarters, with high-interest rates and macro uncertainty being highlighted in Q2 2023.
The risk of commodity pri...