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Trump 2.0 Era: How will global markets evolve?
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Traders make inflation their friend and buy into buy into fertilizer stocks Mosaic and CF Industries, oil and lithium stocks

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Jessica Amir joined discussion · Jan 14 08:33
Stocks, including pin-up tech names, suffered a bumpy start to 2025 due to rising inflation, fewer US Fed rate cuts being on the cards for 2025, and expectations that company earnings growth won’t be as fast.
Which is why US stocks eroded Trump trade gains. Plus don’t forget - investors have also been selling stocks before and after US financial year ended (on December 31) and that traditionally end of year and new year selling has accelerated and exaggerated moves downward. But we’re now seeing investors start to buy the dip buying low-hanging fruit, as in stocks, hoping S&P 500 company earnings will be stronger than expected and drive the market higher.
What’s also boosting confidence and dip buying $SPDR S&P 500 ETF (SPY.US)$ is that bond yields hit 14-month highs and fell from that level. And market’s fear index, the VIX, mirror that move too, hitting a new high – and then fell. So the thinking is institutional selling in S&P500 has slowed. Plus we’re also seeing buying into commodity stocks. So this why the S&P 500 moved back above a key technical level. It’s 100-day moving average. Which is a positive technical sign suggesting that the S&P 500’s $SPDR S&P 500 ETF (SPY.US)$ dark days could be over for now.
But today’s biggest takeaway is investors are making inflation their friends. Buying stocks that are benefiting from rising inflation and prices. Agricultural fertilizing companies, Mosaic $Mosaic Brands Ltd (MOZ.AU)$ and CF Industries $CF Industries Holdings (CF.US)$, which rose 8% each overnight. CF Industries gets an hourable mention as it’s stocks has moved 35% higher in the last six months. 17% of that gain has been made since October to where it closed overnight $95.50. The gains are all for a good reason. CF Industries sells fertilzers and fertizlers prices are rising amid tight supply from heavy rain in Florida. Bets via options are mounting for CF shares to hit $100 imminently. While the stock was also upgraded as a buy overnight by Piper Sandler who has a target price of $105. Plus eight other US investment houses rate CF as a buy. Oppenheimer has a $114 target for the stock. Also keep an eye on of other stocks similar to CF, such as Nutrien $Nutrien (NTR.US)$ and Mosaic $Mosaic Brands Ltd (MOZ.AU)$.
Traders make inflation their friend and buy into buy into fertilizer stocks Mosaic and CF Industries, oil and lithium stocks
As for what to watch locally. Two things. Firstly. With oil prices up 7% over five days Australia’s and one of the world’s biggest oil producers, Woodside has broken out higher. Woodside $Woodside Energy (WDS.US)$ shares are up 5% this year and 12% from December 16. Keep your eye on WDS and other oil stocks which could move higher as the US has imposed sanctions on Russian oil. Meaning oil prices are likely to rise.
Secondly note, rising oil prices are good for Aussie share market, with the Aussie market having its first positive day in four days. Not only are oil stocks moving up. So too are Australian mining stocks, which make up 20% of the Aussie share market. So we have metal prices, such as copper, aluminum, and iron ore, moving up along with lithium carbonate prices  - which is encouraging investors to buy into the commodity sector.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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    Jessica Amir
    Moomoo Official Market Strategist
    moomoo, market strategist. Seen/heard on Fox News Business, ABC, SBS, Reuters wires. Investor/Trader. Connect with me.
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