Investing Updates: Trump's Inauguration 2025: Tradition, Corporate Support, and Market Implications for the First 100 Days

URL: https://www.moomoo.com/community/feed/trump-s-inauguration-2025-tradition-corporate-support-and-market-implications-113842217418757?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113842217418757%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

BoltAI:

Donald Trump's inauguration as the 47th President of the United States is set for January 20, 2025, with investors closely monitoring its potential effects on financial markets. The inauguration ceremony will begin at 12:00 PM Eastern Time on the West Lawn of the U.S. Capitol, featuring the swearing-in of Vice President-elect JD Vance followed by President-elect Trump, who will deliver an inaugural address outlining his vision. Traditional events like the inaugural luncheon and parade will follow, concluding with celebratory balls across Washington, D.C.

Prominent tech companies, including Alphabet, Microsoft, Meta, and Amazon, have significantly contributed to the inaugural fund, which has reached over $200 million, indicating strong corporate support and interest in the new administration's anticipated policies.
Historically, the first 100 days of a presidency can affect stock market performance, with past administrations showing varied results: Obama's first 100 days saw a 7% gain in the S&P 500, Trump's in 2017 saw a 5.5% increase, and Biden's first 100 days witnessed over a 10% rise. While the initial phase of a presidency can set the market tone, numerous factors can influence performance, making it crucial for investors to stay diversified and informed about ongoing policy changes and economic conditions.

Opinion:

An interesting infographic. Can't go against the data. I think green is the way.

Investing Updates: Stock Investors Brace for Possibly the 'Most Important Inflation Reading in Recent Memory'

URL: https://www.moomoo.com/news/post/48098998/stock-investors-brace-for-possibly-the-most-important-inflation-reading?futusource=news_headline_topnews&src=51&level=3&global_content=%7B%22promote_content%22:%22mm:post:48098998%22,%22invite%22:103096561%7D&data_ticket=6e57d87b937d72d93b59ca3f6f5e9886&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=48098998

Apple Intelligence:

Investors are closely watching the December consumer-price index (CPI) report, expecting it to show a slight increase in annual inflation to 2.9%. A higher-than-expected CPI could lead to increased Treasury yields, potentially impacting stock valuations and causing a reevaluation of the Fed’s interest rate plans. While a lower CPI might provide temporary relief, market participants are more concerned about potential upward pressure on inflation.

Investing Updates: JS-SEZ in the Making, Which Concept Stocks Are Riding the Wave?

URL: https://www.moomoo.com/community/feed/113795604873222?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113795604873222%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

The article discusses the newly established Johor-Singapore Special Economic Zone (JS-SEZ) and the concept stocks that are expected to benefit from it.

The JS-SEZ is a massive development zone spanning 3,500 square kilometers, modeled after successful economic zones like Shenzhen and Suzhou in China. The zone aims to enhance cross-border connectivity, facilitate movement of people, and strengthen business ecosystems between Singapore and Malaysia.

Here are the three key focus areas of the JS-SEZ:

• Energy Transition: The zone will target companies working on clean energy solutions, aligning with the national energy goals of both countries.

• Infra & Transportation: Both countries will invest in infrastructure projects to support the expected surge in cross-border traffic.

• Technology: The JS-SEZ aims to attract high-tech firms in areas like data centers, smart cities, and electronic manufacturing services (EMS).

The article also lists some concept stocks that are likely to benefit from the JS-SEZ development. Here are a few examples:

• Energy Transition: Tenaga Nasional ($TENAGA), Cypark Resources ($CYPARK), Svest Berhad ($SLVEST)

• Infra & Transportation: Gamuda Bhd ($GAMUDA), IJM Corporation ($IJM), YTL Corporation ($YTL)

• Technology: MYEG ($MYEG), ITMax Holdings ($ITMAX), Theta Edge Berhad ($THETA)

Investing Updates: What to Expect in the Week Ahead (FOMC Minutes; Non-Farm Payrolls)

URL: https://www.moomoo.com/community/feed/113778721619973?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113778721619973%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Gemini Summarized:

The upcoming week in the US markets will be significant, particularly with two key events:

• Non-Farm Payrolls Report (January 10th): Investors will closely watch this report for signs of economic strength. Expectations are for moderate job growth and a stable unemployment rate.

• FOMC Meeting Minutes: These minutes will provide insights into the Federal Reserve's thinking behind their recent interest rate cut. The Fed is likely to emphasize caution and the need to closely monitor inflation and the impact of recent policy changes.

These events will likely cause some volatility in the stock market as investors assess their implications for the overall economic outlook and future interest rate moves.

Investing Updates: New Year's Market Hours, Tesla Deliveries, Manufacturing and Housing Data: What to Watch This Week

URL: https://ttm.financial/news/2495364675?lang=en_US&edition=fundamental

Gemini Summarized:

This week is a holiday-shortened trading week with markets closed on Wednesday for New Year's Day.

Key Economic Data:

• Housing Market:
• Monday: Pending Home Sales Index for November (expected to increase year-over-year)
• Tuesday: Case-Shiller Home Price Index for October (expected to show continued deceleration in growth)
• Thursday: Construction Spending for November (expected to increase slightly)

• Manufacturing:
  • Monday: Chicago Business Barometer (expected to increase)
  • Friday: Manufacturing PMI (expected to remain below 50, indicating contraction)

Other Important Events:

• Tesla Deliveries: Expected on Thursday, with analysts forecasting around 511,000 units for the fourth quarter.
• No major company earnings reports this week.

Investing Updates: SGX Weekly Review｜Seatrium Jumps 7%; NIO and YZJ Shipbldg Gain 3%; SingPost Plunges 7%

URL: https://ttm.financial/news/1160317070?lang=en_US&edition=fundamental

Gemini Summarized:

The Singapore stock market rose this week, with the Straits Times Index (STI) up 1.4%.

• Seatrium rose 7.3%
• NIO rose 3.1%
• YZJ Shipbldg rose 2.8%
• Keppel rose 2.1%
• Genting Singapore rose 2%
• DBS rose 1.7%
• SIA rose 1.3%

On the flip side, SingPost fell 7.1% and Singtel fell 0.6%.

Here are some other news from Singapore this week:

• Singapore's core inflation eased more than expected in November, while headline inflation rose at a faster pace than the month prior.
• Prime Minister and Minister for Finance Lawrence Wong will deliver Singapore’s Budget 2025 statement in Parliament on Feb 18.
• Singapore Post fired CEO over mishandling whistleblower report.
• Seatrium repurchased 1.0 million shares in the open market on Tuesday.
• OCBC Plans S$7.5 Million Living-Cost Payout to Junior Staff.
• Nio’s Onvo L60 Delivered 20,000 Units Three Months After the Launch.
• Gojek, Tada, ComfortDelGro Zig Raising Platform Fees from Jan 1 to Cover Costs Arising from Upcoming Platform Workers Act.

Investing Updates: Singapore Market 2024 Recap | Which Dividend Monsters Witness the Biggest Surge?

URL: https://www.moomoo.com/community/feed/113724405841926?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113724405841926%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

Singapore's stock market performed well in 2024, despite global economic uncertainty. The Straits Times Index (STI) reached new highs, and dividend stocks were particularly attractive to investors seeking stable returns.

The three largest banks in Singapore - DBS, OCBC Bank, and UOB - all saw impressive stock price gains in 2024. DBS was the strongest performer, with a gain of over 52%. The bank also raised its dividend by 22%.

Singapore Airlines was another strong performer in 2024. The company's stock price increased significantly, and it became the highest dividend-yielding stock on the list. The airline's passenger volumes and cargo capacity both grew in 2024.

Investing Updates: Apple Poised to Become First $4 Trillion Company Amid Investor Optimism on Product Surge

URL: https://www.moomoo.com/community/feed/113719285579782?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113719285579782%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini summarized:

Apple's stock price has been on the rise recently, reaching a record high of $258. This has led to speculation that Apple could become the first company to reach a market valuation of $4 trillion.

Analysts are optimistic about Apple's future, citing factors such as strong holiday season sales for the iPhone 16 series, anticipation of a major iPhone upgrade cycle, and Apple's plans to pivot toward artificial intelligence, robotics, and smart homes.

However, there are also some concerns about Apple's stock price, such as its high price-to-earnings ratio and the potential for retaliatory tariffs from China.

Overall, the outlook for Apple is positive, but there are some risks to consider.

Investing Updates: Singapore 2024 Year Recap | Industrials Take the Lead, Financials Prop Up the Market

URL: https://www.moomoo.com/community/feed/113684101332998?futusource=news_headline_topnews

Gemini summarized:

The Straits Times Index (STI) has performed exceptionally well in 2024, outperforming many other markets in the Asia-Pacific region. This strong performance is primarily driven by the high dividend yields, defensive characteristics of the market, and the robust performance of banks in a high-interest-rate environment.

Among the 11 major industries in Singapore, 7 sectors have experienced gains. The industrial sector has been the top performer, rising by 15.8% year-to-date. The energy and consumer staples sectors have also seen significant growth, with increases of 14.1% and 8.1%, respectively.

The financial sector, which carries the most weight in the market, has witnessed a 3.5% rise since the start of the year. Banks, in particular, have benefited from the high-interest-rate environment, allowing them to maintain high net interest margins. As long as interest rates remain elevated, banks are expected to continue to perform well.

Investing Updates: The Final Fed Meeting, PCE, Nike Earnings, and More to Watch This Week

URL: https://ttm.financial/news/2491229570?lang=en_US&edition=fundamental

Summary:

Key Economic Events and Earnings This Week

This week is packed with significant economic events and corporate earnings releases. Here are the highlights:

Federal Reserve Meeting:

• Wednesday, December 18th
• Expected rate cut of 0.25%

Other Central Bank Decisions:

• Bank of England and Bank of Japan on Thursday, December 19th

Economic Data:

• S&P Global PMI (Manufacturing and Services) on Monday, December 16th
• Retail Sales on Tuesday, December 17th
• Personal Consumption Expenditures (PCE) Price Index on Friday, December 20th

Notable Earnings Releases:

• Wednesday, December 18th: Birkenstock, Lennar, Micron Technology
• Thursday, December 19th: Accenture, Cintas, FedEx, Nike

Keep an eye on these events as they could significantly impact market movements.

Investing Updates: 2024 Sees ETF Inflows Surpass $1 Trillion, Extending Record Year

URL: https://www.moomoo.com/community/feed/113644963299341?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Summarized:

In 2024, the ETF industry reached a record high with over $1 trillion in inflows, surpassing the previous record of $920 billion set in 2021. This growth is attributed to a shift in investor preference from traditional mutual funds (which saw outflows) to ETFs.

The most popular ETF was the Vanguard S&P 500, attracting $100 billion. However, the fastest growing new ETF was the iShares Bitcoin Trust, reflecting growing interest in cryptocurrencies.

Looking ahead to 2025, Bitwise Asset Management predicts a "golden age of crypto" with continued growth in bitcoin ETFs due to factors like increased institutional investment and potential regulatory improvements.

Investing Updates: 2025 outlook: A return to the "Roaring Twenties"?

URL: https://www.moomoo.com/sg/learn/detail-2025-outlook-a-return-to-the-roaring-twenties-107687-241289035

U.S. markets surged in 2024, with the S&P 500 up 26.5% by November. Analysts predict strong 2025 growth, possibly driven by robust GDP, resilient consumer spending, and AI trends. UBS forecasts the S&P 500 could hit 7,000 in a favorable scenario, likening this era to the 1920s boom.

Policy shifts under a potential Trump administration could impact taxes and tariffs, with effects on corporate earnings. JPMorgan sees an “inclusive rally” where diverse sectors, including industrials and value stocks, rebound. Optimism persists, but risks remain. Popular ETFs include VOO, SPY, and VTV.

Investing Updates: December's Must-See Financial Events

URL: https://www.moomoo.com/community/feed/113565754261509?is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Key December financial events to watch:

• Dec 2: ISM Manufacturing PMI for November (business conditions in manufacturing).

• Dec 4: Fed Chair Powell speaks at the DealBook Summit, potentially signaling future monetary policy.

• Dec 6: Nonfarm Payrolls and Unemployment Rate for November.

• Dec 11: November CPI release (consumer inflation).

• Dec 17: November Retail Sales report.

• Dec 18: Fed’s final 2024 rate decision with Powell’s press conference.

• Dec 25: Markets closed for Christmas.

Investing Updates: How Temasek Navigates Risk As A Long-Term Investor

URL: https://dollarsandsense.sg/temasek-navigates-risk-long-term-investor/

Temasek Holdings, a Singaporean state-owned investment company, emphasizes long-term value creation while navigating global uncertainties. In FY2023, it reported a net portfolio value of S$382 billion, down from the previous year’s record of S$403 billion due to weaker market conditions, particularly in technology and healthcare sectors. Temasek maintained resilience through strategic investments aligned with long-term trends, despite adopting a cautious approach in the face of high inflation, geopolitical tensions, and economic challenges. Its portfolio remains heavily focused in Asia, with sustainability and innovation central to its strategy.

Investing Updates: Analysts Boost Targets for US Stocks to New Highs. What Opportunities Lie Ahead?

URL: https://www.moomoo.com/community/feed/113548778733573 is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Analysts predict strong gains for U.S. stocks, with Deutsche Bank targeting a 7,000 S&P 500 level by 2025, citing economic resilience and optimism post-election. Key sectors include quantum computing (boosted by tech investment), nuclear energy (driven by sustainability needs), and space tech (aligned with national security and exploration goals). Stocks in these areas, like $Rocket Lab (RKLB.US)$ and $NuScale Power (SMR.US)$, have seen significant surges. Long-term trends favor innovation-driven growth, supported by easing inflation and political stability.

Investing Updates: Investment Opportunities in US Stocks Ahead of Trump's Inauguration

URL: https://www.moomoo.com/community/feed/113549442678790?is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Investors are optimistic about U.S. equities ahead of Trump’s inauguration, with seasonal trends, policy expectations, and corporate buybacks driving momentum. Goldman Sachs predicts a year-end S&P 500 rally to 6,200, with shifts from large-cap tech to small-cap and value stocks. Historical patterns favor gains during election years, with small-cap and cyclical stocks poised for growth. Key catalysts include AI, energy, and e-commerce sectors. The “January effect” and peak buyback activity may further boost markets.

Investing Updates : Portfolio Strategy

• I think a lot of people's portfolios are at all time high right now.
• So the question on many people's minds might be what's next to add? 😋

• For me, I will be continuing to adjust my portfolio ratios to the targeted 30/30/30/10 percentages. (See Portfolio link)
• As Crypto goes higher, I will gradually sell to realise gains and move the crypto ratio closer to 10%

• Imo, many SG-based financial influencers have recommended either SG Banks or REITs for local market investments. I've chosen REITs as a larger percentage of portfolio allocation because it fits my investing strategy and principles. I want to enjoy a bit along the way with dividends while riding on some capital gains.

• For overseas market, I will stick with VWRA and VUAA investments for exposure to U.S. If Trump really pushes the market higher for the coming years, these 2 ETFs should do well and they are Ireland-domiciled which can avoid estate tax complications.

• On earning activities, I've re-assigned more allocations to DeFi platforms throughout the year. I see the potential upcoming altcoin season as being bullish to the DeFi space.

• I'm pondering how I can make more side income e.g. starting casual YouTube channel with AI prompts, besides the ones I am currently using. Platform referrals have worked well and I like to thank all those who read my blog and used my referral codes 👍

• Congrats to all of us investing this year 💥

Investing Updates: Berkshire Hathaway Trims Apple, Bank of America

URL: https://www.moomoo.com/community/feed/113486598635525?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Berkshire Hathaway’s Q3 updates reveal Warren Buffett’s cautious strategy amid overvalued markets, reflected in record cash reserves of $325.2 billion. The company trimmed stakes in Apple (down to 26.24% of its portfolio) and Bank of America, while fully exiting Ulta Beauty. In contrast, Buffett expanded holdings in SiriusXM to 32% and initiated positions in Domino’s Pizza and Pool Corporation, targeting undervalued stocks. These moves highlight Buffett’s preference for value investments in less overheated sectors, against a backdrop of high S&P 500 valuations and a surging “Buffett indicator” signaling potential market overvaluation.

Investing Updates : Trump Wins!

Investing Updates : Race to 4 Trillion

URL: https://www.moomoo.com/community/feed/113384926740486?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

The Moomoo article discusses the competition among tech giants Apple, Amazon, Microsoft, and Alphabet to reach a $4 trillion valuation. It highlights each company's growth strategies and market influence, with a focus on how innovation, acquisitions, and market diversification may influence which firm reaches this milestone first.