Maulana riska11
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Maulana riska11
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$摩根士丹利 (MS.US)$ '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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🏦 美国银行盈利情况可视化
🏆 $摩根大通 (JPM.US)$ 创纪录的一年。
💸 $美国银行 (BAC.US)$ 一次性费用。
🏢 $富国银行 (WFC.US)$ 办公室贷款的担忧。
🔄 $摩根士丹利 (MS.US)$ 领导层变动。
📈 $高盛 (GS.US)$ 投资增长。
💼 $花旗集团 (C.US)$ 裁员。
🏆 $摩根大通 (JPM.US)$ 创纪录的一年。
💸 $美国银行 (BAC.US)$ 一次性费用。
🏢 $富国银行 (WFC.US)$ 办公室贷款的担忧。
🔄 $摩根士丹利 (MS.US)$ 领导层变动。
📈 $高盛 (GS.US)$ 投资增长。
💼 $花旗集团 (C.US)$ 裁员。
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Maulana riska11
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As the market anticipates a cut in March or even if the Fed initiating rate reductions in May, I sense that, by that point, we will experience the impact of high-interest rates, prompting the Fed to swiftly implement rate cuts.
The banking sector typically performs well during interest rate cuts. What other sectors, stocks, or ETFs would you consider for investment during such times? $英伟达 (NVDA.US)$ $标普500指数 (.SPX.US)$
The banking sector typically performs well during interest rate cuts. What other sectors, stocks, or ETFs would you consider for investment during such times? $英伟达 (NVDA.US)$ $标普500指数 (.SPX.US)$
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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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+1
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是的
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