The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.
Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
11 experiences without exception! Will the third year of the US bull market inevitably encounter a round of 'stormy weather'?
Since 1947, all 11 bull markets of the s&p 500 index have experienced at least one pullback of 5% or more within the following 12 months after celebrating their second 'birthday'; sometimes, this can even evolve directly into a new bear market.
Options Market Statistics: NVDA Options Pop as Its Shares Reach Its Highest Closing on Record
10/15 [Strength and Weakness Materials]
[Bullish and bearish materials] Bullish materials - Nikkei Average is rising (39,605.80, +224.91) - dow jones industrial average is rising (43,065.22, +201.36) - NASDAQ Composite Index is rising (18,502.69, +159.75) - $1 = 149.70-80 yen - Chicago Nikkei futures are rising (40,095, +485 compared to Osaka) - SOX index is rising (5,432.21, +96.27) - VIX index is decreasing (19.70, -0.76) - Expectations for subdued inflation in the USA - Active self-company
Three points to focus on in the morning session~Nikkei average recovers by 0.04 million yen but australian small/mid cap stocks are difficult to handle~
In the morning session of the 15th, it is worth paying attention to the following three points: - While the Nikkei average is recovering to 0.04 million yen, it may be difficult to handle Australian small/mid cap stocks. - Quality Plan, operating profit on 8/24 increased by 69.4 to 56.1 billion yen, with an expected decrease of 2.0% to 55 billion yen on 8/25. - Points of focus in the morning: Spot work, illegal rules in the app, guidance from the Ministry of Health, Labor, and Welfare. - Despite the Nikkei average's 0.04 million yen recovery, Australian small/mid cap stocks may be challenging to handle. The Japanese stock market on the 15th started with a gap up, with attention being paid to the Nikkei Stock Average's recovery to the 0.04 million yen mark. On the 14th
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