Market is currently repricing Fed expectation of rate cuts this year, especially after Powell’s hawkish remarks yesterday. We have gone from an expectation of 6 rate cuts, to 3, to now where some are questioning whether would there even be a rate cut this year. There are even people saying that we could have a rate hike instead. Mind F at its best 😂 Anyway, there’s always 2 sides to a coin. If the interest rate remains high, investors can continue to milk some returns from money market ...
A revision to December’s inflation data saw the market cheering and rallying. The CPI revision will give the Fed some breathing space as the current concern is the progress of bringing inflation towards their 2% target is a little stagnated. So this revision will definitely be a price of encouraging news for the Fed. We have a new round of CPI coming in on Tuesday. A cooler inflation may spark a further rally. It will probably determine if SPX can stay above 5,000 this week. $PayPal(PYPL.US)$...
This week will be a quiet trading week as compared to many other weeks. With little near term headwinds and new economic reports, the current momentum is tilting towards the bullish side. It makes little sense for institutions to have a huge dump for big cap stocks during this period, unless of course it’s to wipe out options on Friday. With this said, at the most, it only has to go sideways, and that could kill both short-dated call and put options. The broad index S&P500 does stand a...
We have a slightly more eventful ahead with the last FOMC meeting of the year taking place on 12 and 13 Dec Powell will speaking on 13 Dec to announce the Fed’s decision on their rate hike campaign. The consensus is a pause from the central bank. It’s almost undisputed. The market is probably more concern about the first rate cut Before that, we have the release of CPI data on Tuesday. On Wed, PPI data will be out. And on Thurs, we have the initial jobless claims Stay cautious if y...
Major indexes are taking a pause now, after 5 straight winning weeks. The magnificent 7 all pulled back quite significantly with Nvidia falling 2.7%, Google dropping about 2%, Microsoft, Tesla and Meta retreating around 1.4%. The pullback may seem strange as there wasn’t much news on Monday. But in my opinion this is healthy. In fact I’ve shared some interesting statistics for Dec - do check out my video to find out more $納指100ETF-Invesco QQQ Trust(QQQ.US)$$3倍做多納指ETF-ProShares(TQQQ.US)$$納斯達克100指數(.NDX.US)$...
DT moo : 為什麼對市場如此悲觀?
Cow Moo-ney樓主 DT moo: 悲觀?不,我不是只說明事實 我是股票市場的長期牛頭
DT moo Cow Moo-ney樓主: 當我聽到這集時,聽起來像末日即將到來
Cow Moo-ney樓主 DT moo: 哈哈哈。我們需要這樣的負面情緒和缺點,以便我們可以以折扣價購買優質公司的股票。黑雲最終會過去