Market moved sideways on Monday as I supposed most are waiting for the various key events to take place this week. The biggest event is probably the release of CPI data. Investors would want further update on the progress of Fed’s fight against inflation. Once the data is out, speculations on the number of rate cuts and its timeline will start floating around again. $超微電腦(SMCI.US)$$Lemonade(LMND.US)$$Block(SQ.US)$$ChargePoint(CHPT.US)$$ARK Innovation ETF(ARKK.US)$...
Morning Movers Gapping up $德意志銀行(DB.US)$shares rose 3% after Morgan Stanley upgraded the stock to overweight, suggesting further potential growth following a strong performance in 2024. $默沙東(MRK.US)$stock rose 4.8% after its drug for treating a rare lung disease received FDA approval. $特朗普媒體科技集團(DJT.US)$stock jumped 14%, following gains after its Nasdaq debut. $Robinhood(HOOD.US)$stock climbed 6...
Quick macro take, US CPI revision, RBA to hold The all-important US CPI revisions will be on watch on Feb 9 while US initial jobless claims will be released on Feb 8 (and are expected to rise). While in Australia, the RBA meets on Feb 6 with a hold at 4.35% widely expected. Here is what to expect and consider. In the US; we know the Fed Fund Futures are now pricing a Fed interest rate cut in May, inst...
Deutsche Bank's positive outlook contrasts with French competitor BNP Paribas, which lowered its profitability outlook. The bank's confidence in its revenue growth, despite the potential for falling interest rates in 2024, suggests a bullish stance on its future performance.
BARCLAYS$巴克萊銀行(BCS.US)$ PREFERERS LARGE CAP STOCKS -> AIMED AT HEDGING AGAINST MARKET SHOCKS. -> PROVIDES AN OPPORTUNITY FOR SIMULTANEOUS EXPOSURE TO QUALITY ALSO FAVOURS VALUE OVER GROWTH STOCKS -> BASED ON HIGH EXPOSURE TO REAL RATES -> DUE TO LOW EXPOSURE TO INTERNATIONAL SALES BLACKROCK$貝萊德(BLK.US)$ OVERWEIGHT AI -> FOCUSED ON A 6 - 12 MONTH HORIZON -> BELIEVES IN THE TECH SECTOR'S EARNINGS RESI...
JC88 : 如果 AMD 報告非常好,我們只會看到 900