The market has shrugged off the hot inflation numbers in Jan and Feb. Now that March’s numbers came in hot as well, the market realised they cannot ignore the fact that inflation is stickier than ever. And the market fell on Wed. Seems like the higher for longer narrative is here to stay. But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
RDK79 :
If inflation is ‘hot’ now, what was it called last year? While the United States has experienced a relatively low and stable inflation rate since the 1980s, inflation hit record highs in 2021 and 2022 in the wake of the pandemic. The year-over-year inflation rate was 7.0% at the end of 2021 and 6.5% at the end of 2022. At the end of 2023, it was 3.4%. PS: inflation generally about 4.5% in the Reagan years mid 80s). Can’t remember if folks were freaking out then. Some think those were good economic years, at least until Clinton balanced the Budget a fews later. :)
SAP is experiencing accelerated growth, expanding margins, and improved cash generation. With its AI adoption and vast access to corporate information, it's expected to outperform rivals and enhance software effectiveness.
RECAP Stocks Fall as Yields Rise US stocks fell as yields rose after investors tempered expectations of interest rate cuts this year. Over the weekend, Federal Reserve Chairman Jerome Powell said policymakers are worried that inflation could rear its ugly head and reaccelerate if the central bank moves too soon in lowering borrowing costs. The$标普500指数(.SPX.US)$slipped 0.3%, while the tech-heavy$纳斯达克100指数(.NDX.US)$slid 0...
SAP's restructuring and AI investment indicate a strategic shift towards growth areas. The transition to a subscription-based cloud services model could provide a more profitable revenue stream, despite potential short-term challenges.
SAP SE股票讨论区
4月24日市场分析
美国经济数据方面,PMI数据表现不佳,导致美债收益率刷新日低,美元指数触及超过一周的新低。与此同时,日元在创下1990年以来新低后迅速反弹。原油价格在一天之内实现V形反转,黄金和银价也从日内低点大幅回升。此外,伦锡价格大跌超过7%,而伦铜价格继续从两年高位回落。
特斯拉在一季度营收大幅下降的背景下,仍然预计明年推出人形机器人,并计划在8月8日公布更多关于其廉价车型的细节,这些都是市场关注的焦点盘后特斯拉大涨了11%。同时,苹果计划在5月7日的特别活动中发布新iPad,尽管其在中国市场的iPhone销量下降了19%。
在欧洲市场,泛欧股指也同样录得超过1%的涨幅,创下三个月来的最大单日涨幅,英国股市更是连续创下历史新高。软件巨头SAP在公布财报后,股价大涨超过5%。
在中国市...
$ImmunityBio(IBRX.US)$ buy
本周焦点
在经济增长方面,市场预计美国第一季度实际GDP年化季环比初值仅增长2%,相比上一季度的3.4%大幅放缓,显示在持续高利率的影响下,美国经济开始显露减速迹象。尽管如此,去年整年美国经济展现出一定的韧性,主要得益于消费者支出和地方政府的支出增长。
从政策前景来看,美联储官员可能需要重新评估对抗通胀的策略,因为目前的数据显示抗通胀的进展已经停滞。这可能意味着美联储将需要将利率维持在较高水平上比预期更长的时间。
本周同样是重要的财报周,许多企业巨头将公布他们的季度业绩,市场将密切关注这些报告以评估经济和各行各业的健康状况。这些数据和报告将对市场情绪和政策预期产生重要影响。
$SAP SE(SAP.US)$$Cadence Bancorp(CADE.US)$$希捷科技(STX.US)$$特斯拉(TSLA.US)$$Spotify Technology(SPOT.US)$$德州仪器(TXN.US)$$Meta Platforms(META.US)$$ServiceNow(NOW.US)$$波音(BA.US)$$微软(MSFT.US)$$谷歌-A(GOOGL.US)$$西部数据(WDC.US)$$埃克森美孚(XOM.US)$
...
Record
The last time when S&P500 went 7 consecutive days in the red zone was during Covid crash.
On both occasions, S&P500 had a nice rebound.
We are approaching the 7th day today. Tomorrow (Tues) will be the 8th day.
Do we stop the rot, or do we see a new record?
$雪佛龙(CVX.US)$$IBM Corp(IBM.US)$$AT&T(T.US)$$希捷科技(STX.US)$ $百事可乐(PEP.US)$$通用汽车(GM.US)$$SAP SE(SAP.US)$ $Palantir(PLTR.US)$$美国航空(AAL.US)$$安达保险(CB.US)$$GE航天航空(GE.US)$$Roku Inc(ROKU.US)$$埃克森美孚(XOM.US)$ ...
Third times a charm?
But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
专栏Wall Street Today | Stocks Retreat as Fed in No Rush to Cut
Stocks Fall as Yields Rise
US stocks fell as yields rose after investors tempered expectations of interest rate cuts this year. Over the weekend, Federal Reserve Chairman Jerome Powell said policymakers are worried that inflation could rear its ugly head and reaccelerate if the central bank moves too soon in lowering borrowing costs.
The $标普500指数(.SPX.US)$ slipped 0.3%, while the tech-heavy $纳斯达克100指数(.NDX.US)$ slid 0...
$奈飞(NFLX.US)$
🤓🤓🤓🤓
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