Here's a breakdown of the full report: CPI 0.3% MoM, Exp. 0.4% MoM CPI 3.4% YoY, Exp. 3.4% YoY CPI Core 0.3% MoM, Exp. 0.3% MoM CPI Core 3.6% YoY, Exp. 3.6% Retail sales missed expectations, coming in at 0.0% vs 0.4% Exp. Yesterday, Powell reiterated a patient stance on rates: “we'll need to be patient and let restrictive policy do its work.” “I do think it's really a question of keeping policy at the current rate for longer than ha...
Markets have been slow to embrace high for longer inflation (chart). Forecasting inflation is hard in normal times, a lot harder — when structural megaforces are overlaying cyclical forces and pandemic distortion (chart). Think about: ->Ageing Population and related greater healthcare and social security spend; ->Geopolitcal Fragmentation and related supply chain reconfiguration and greater defence spend; ->Low Carbon Transition and related series of supply shocks; —> ...
After reading@doctorpot1's post about theModern Portfolio Theory(READ FIRST), some research was done to have a deeper understanding on the theory, and I've applied the theory to 3 paperfolios. Before we start, there are some points to keep in mind. 1. Different from doctorpot's post, I'm allocating to VOO and QQQM as they offer lower expense ratio and potentially higher dividend returns as a tradeoff for lower AUM. 2. Due to limited data from$NASDAQ100指数ETF-Invesco(QQQM.US)$, efficie...
The S&P 500 just had its best quarter since the first three months of 2019. The index gained 10.2%. YTD Performance:➜ StocksBest:$超微电脑(SMCI.US)$: +255% Worst:$特斯拉(TSLA.US)$: -29% ➜ SectorBest: Energy: +11.9% Worst: Real estate: -0.7% Real estate was the *only* sector in the red for the three-month period and the US economy grew faster than previously expected in Q4.Markets are now pricing in a 64% chance we'll see rate cuts in June. $标普500ETF-Vanguard(VOO.US)$$NASDAQ100指数ETF-Invesco(QQQM.US)$
Before we get started, just wanted to remind you to smash that like button and leave a comment below to let me know what you think! 👍💬 Some of my friends and mooers told me that they are new to the stock market and don't know where to start. 😭😭😭 If you're in the same boat, the 3 ETF portfolio is perfect for you! ❤️❤️❤️ 🔹Simplify your investment strategy with ETFs and invest in a basket of excellent companies without the complexit...
Mack_2848 : cooked books
Expendabiggles Mack_2848: 100%
71487020 : Unbelievable!
102322839 Expendabiggles: Jerome happy face.