Maulana riska11
留下了心情
Maulana riska11
留下了心情
$摩根士丹利 (MS.US)$ 's Michael Wilson anticipates 'easy earnings beats' this season, as lowered expectations set a minimal growth bar.
Despite a 7% cut in Q4 profit estimates, US firms are likely to show modest growth. Early reports show positive surprises, but the response has been tepid.
HSBC also expects beats, with the highest growth in health care, tech, and communication sectors.
However, 2024's projected 11% S&P 500 earnings growth may face adjustments with anticipated Fed rate cut...
Despite a 7% cut in Q4 profit estimates, US firms are likely to show modest growth. Early reports show positive surprises, but the response has been tepid.
HSBC also expects beats, with the highest growth in health care, tech, and communication sectors.
However, 2024's projected 11% S&P 500 earnings growth may face adjustments with anticipated Fed rate cut...
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Maulana riska11
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🏦 US Banks Earnings Visualized
🏆 $摩根大通 (JPM.US)$ Record Year.
💸 $美国银行 (BAC.US)$ One-off Charges.
🏢 $富国银行 (WFC.US)$ Office Loans Concern.
🔄 $摩根士丹利 (MS.US)$ Leadership Change.
📈 $高盛 (GS.US)$ Investment Boost.
💼 $花旗集团 (C.US)$ Job Cuts.
🏆 $摩根大通 (JPM.US)$ Record Year.
💸 $美国银行 (BAC.US)$ One-off Charges.
🏢 $富国银行 (WFC.US)$ Office Loans Concern.
🔄 $摩根士丹利 (MS.US)$ Leadership Change.
📈 $高盛 (GS.US)$ Investment Boost.
💼 $花旗集团 (C.US)$ Job Cuts.
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Maulana riska11
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随着市场预期央行可能会在三月份降息,甚至在五月份央行实施降息,我感觉在那个时候我们会感受到高利率带来的影响,促使央行迅速实施降息。
银行业板块通常在利率期货削减时表现良好。在这种时候,您会考虑投资哪些其他板块、股票或etf? $英伟达 (NVDA.US)$ $标普500指数 (.SPX.US)$
银行业板块通常在利率期货削减时表现良好。在这种时候,您会考虑投资哪些其他板块、股票或etf? $英伟达 (NVDA.US)$ $标普500指数 (.SPX.US)$
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Maulana riska11
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今年,基于降息预期的交易无疑仍然是市场上最重要的主题之一。 尽管美联储的点阵图显示2024年仅有75个基点的降息可能性,但市场普遍预期今年货币政策利率将下调150个基点。在本周美联储官员鹰派讲话削弱了降息预期之后,交易员仍然认为最早的降息发生在三月的概率为63.96%,而五月的降息概率仍然很高,为98.27%,这是根据CME FedWatch工具提供的数据。
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是的
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