Investing Updates: January's Must-see Financial Events: CES 2025, Q4 Earnings Season, and Trump's Inauguration Day

URL: https://www.moomoo.com/community/feed/january-s-must-see-financial-events-ces-2025-q4-earnings-113744999284741

OpenAI Summarized:

January 2025 is set to be an exciting month for investors and observers. Key financial events include:

• CES 2025 (Jan 7-10): The premier tech event begins with NVIDIA’s keynote on Jan 6, showcasing cutting-edge innovations from companies like Intel, AMD, and Samsung.

• FOMC Minutes (Jan 8): Insights into the Fed’s December monetary policy decisions will be released.

• Q4 Earnings Season (Jan 15): Major banks, including JPMorgan and Goldman Sachs, will report their earnings.

• Trump’s Inauguration Day (Jan 20): Donald Trump will begin his second term, signing executive orders on border security and energy.

Investing Updates: Fed Outlook 2025: A More Hawkish Fed Committee May Spark More Dissent

URL: https://www.moomoo.com/community/feed/113702193594374?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113702193594374%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini summarized:

The Federal Reserve's recent meeting signaled a more cautious approach to interest rate cuts than previously anticipated, with a focus on combating persistent inflation.

Key takeaways:

• Hawkish Stance: Powell's comments and the FOMC's projections suggest a slower pace of rate cuts, potentially with a pause in early 2025.

• Dissent Potential: The 2025 FOMC panel will include more hawkish regional bank presidents, increasing the likelihood of dissenting votes.

• Market Impact: Higher interest rates may compress stock valuations and limit the Fed's ability to stimulate the economy.

• Investment Strategies: Investors should consider diversifying their portfolios, exploring undervalued stocks, and potentially seeking opportunities in international markets.

Investing Updates: Here's What Wall Street's Biggest Banks Predict For Fed Rate Cut in 2025

URL: https://ttm.financial/news/1185406326?lang=en_US&edition=fundamental

Gemini summarized:

The Fed cut interest rates to 4.25%-4.5% and now forecasts two rate cuts in 2025, down from four in September. Goldman Sachs, Bank of America, and Wells Fargo predict three cuts in 2025, skipping January, while Morgan Stanley expects two 25-basis-point cuts. Fed Chair Powell emphasized a cautious approach following significant easing of monetary policy.

LifeStyle Updates: Economists weigh in after Tesla CEO Elon Musk says Singapore is ‘going extinct’ amid low birth rate

URL: https://www.businesstimes.com.sg/companies-markets/economists-weigh-after-tesla-ceo-elon-musk-says-singapore-going-extinct-amid-low-birth-rate

Summarized:

Tesla CEO Elon Musk recently remarked that Singapore is “going extinct” due to its low birth rate, drawing attention to the nation’s demographic challenges. Singapore’s fertility rate hit a historic low of 0.97 in 2023. Economists note that automation, foreign labor, and productivity improvements are essential to counter the shrinking workforce, but human roles remain crucial in some sectors. Policies like extended paternity leave and affordable childcare aim to address the issue. Experts highlight the need to balance long-term demographic concerns with immediate quality-of-life priorities.

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: 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: Will Trump's New Team Shape the Future of Crypto? An Overview of New Government Members' Stance

URL: https://www.moomoo.com/community/feed/113565503848454?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Donald Trump’s pro-cryptocurrency stance and his new team could significantly impact the crypto industry. Trump, who owns $7.6M in crypto, aims to make the U.S. the “Cryptocurrency Capital of the World.” Key members include:

• J.D. Vance: Pro-Bitcoin, holds $100K–$250K in BTC.
• Scott Bessent: Supports crypto as a symbol of freedom.
• Howard Lutnick: Owns hundreds of millions in BTC, compares it to gold.
• Michael Waltz: Advocates pro-crypto legislation.

Bitcoin may reach $100K–$120K amid growing institutional adoption and shifting market expectations.

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 : Crude Oil Prices

URL: https://live.moomoo.com/course/content-detail?channel=task&course_id=111290&data_ticket=6e57d87b937d72d93b59ca3f6f5e9886&lang=en-us&open_type=graphics+The+Underlying+Conflicts+Surrounding+Crude+Oil+Prices&section_id=231000019&source=share&subchannel=&type=1

The article discusses the various conflicts and factors influencing crude oil prices, emphasizing geopolitical tensions, production decisions by major oil producers, and global demand fluctuations. Key drivers include OPEC’s policies, U.S. shale production, and economic trends in major markets like China. These dynamics result in volatility, making crude oil a sensitive commodity in global trade. Understanding these underlying factors is critical for investors and analysts monitoring energy markets.

Investing Updates : US Dollar Index

URL: https://live.moomoo.com/course/content-detail?channel=task&course_id=111290&data_ticket=6e57d87b937d72d93b59ca3f6f5e9886&lang=en-us&open_type=graphics+How+Will+the+US+Dollar+Perform+in+2024%3F+A+Closer+Look+into+the+US+Dollar+Index&section_id=240145048&source=share&subchannel=&type=1

OpenAI:

Here’s a summary of the key points:

1. US Dollar Index Importance: The U.S. Dollar Index (USDX) measures the dollar's value against a basket of currencies, primarily impacted by the euro.

2. Trade Impacts: Dollar appreciation raises the price of U.S. exports and can increase the trade deficit.

3. Commodity Pricing: A strong dollar can reduce global demand for dollar-priced commodities like oil and gold.

4. Stock Market: The dollar's movements impact both U.S. and global stocks due to currency conversion factors.

5. Dollar Smile Theory: Explains dollar strength in both booming and weak U.S. economies.

Investing Updates : Sep '24 CPI 2.4%

URL: https://www.moomoo.com/community/feed/113283193700357?is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

OpenAI

Latest US Sep CPI Updates

The Bureau of Labor Statistics released the US Consumer Price Index (CPI) data for September 2024.

• Annual Inflation Rate: The annual inflation rate fell to 2.4% in September from 2.5% in August.

• Monthly CPI Increase: The CPI increased by 0.2% in September, matching August's increase and surpassing estimates of 0.1%

• Core Inflation: Core inflation, which excludes food and energy, rose by 0.3% in September.

• Food and Shelter Costs: These two indices accounted for more than 75% of the monthly rise in all products.

Analyst Reviews

Analysts have shared their perspectives on the latest CPI data:

• Morningstar: Analysts noted that while overall inflation continued to trend lower, the core CPI rose slightly higher than expected.

• CBS News: The report suggests that the cooling inflation could pave the way for another Federal Reserve rate cut.

• The Wall Street Journal: Analysts highlighted that the CPI likely rose by 2.3% from a year earlier, a slowdown from August's 2.5% rate.

Online Netizen Feedback

Netizens have been vocal about their opinions on the CPI data:

• Investopedia: Some users expressed concern that the hotter-than-expected inflation data might impact household budgets and the Federal Reserve's efforts to control inflation.

• Yahoo Finance: There's a mix of opinions, with some users worried about the impact on interest rates and others discussing the implications for the stock market.

• USA Today: Many netizens acknowledged that while inflation is heading in the right direction, it remains too high for many households.

  
  

  
  
  
  

  
  

Investing Updates : Fed Cut, China Stimulus

URL: https://www.moomoo.com/community/feed/markets-cheer-china-stimulus-understand-the-impact-of-rate-cuts-113191612645382

OpenAI

The article from Moomoo discusses the impact of China’s recent stimulus measures and rate cuts on global markets. Here are the key points:

1. China’s Rate Cut: China recently cut its interest rate by 50 basis points, joining the global trend of monetary easing. This move sparked a significant rally in Chinese markets, with major indices climbing over 3% in a single day.

2. Global Impact: The rate cut is expected to increase market liquidity and stimulate economic expansion, which is generally supportive of stock markets. This aligns with the broader global trend of rate cuts aimed at boosting economic activity.

3. Comparison with Other Markets: On the same day, the Reserve Bank of Australia left its cash rate unchanged at 4.35%, but is expected to begin its easing cycle next year. This highlights the varying approaches of different central banks in response to economic conditions.

4. Historical Context: Reflecting on past rate cuts, the article notes that significant gains in stock markets were observed over longer periods (6 to 12 months) rather than immediately after the cuts. This suggests that the full impact of rate cuts may take time to materialize.

5. Investment Strategies: The article emphasizes the importance of understanding the relationship between rate cuts and global assets for making informed investment decisions. It also suggests keeping an eye on specific ETFs that could benefit from the current market optimism.

LifeStyle Updates : A to D rating for salt, etc.

https://www.straitstimes.com/singapore/health/war-on-salt-sauces-instant-noodles-cooking-oil-these-will-have-a-to-d-grades-like-beverages

OpenAI - "Summarise this article in 5 points"

Here are five key points from the article:

1. Singaporeans consume excessive salt, sauces, instant noodles, and cooking oil, increasing health risks.

2. These products will soon display Nutri-Grade labels (A to D) to indicate their healthiness.

3. Nutri-Grade labels, previously used for beverages, led to reduced sugar intake.

4. The Ministry of Health will consult with the industry on nutrient thresholds for the new labels.

5. Public education efforts will intensify, and hawker centers will be encouraged to use lower-sodium products.

My Thoughts

• This is an important issue with our ageing population.
• I think the Nutri-Grade label is quite effective. I do tend to select healthier choices due to the labels. Psychological effect, always must get A 😂
• Chefs in hawker centers or coffee shops need to do their part. Please do not increase prices with this change...

LifeStyle Updates : National Day Rally 2024

https://www.channelnewsasia.com/singapore/parental-leave-10-weeks-fathers-paternity-ndr-national-day-rally-2024-4550716

OpenAI - "what is the current birth rate of Singapore and what is the future trend for the next 5 years?"

As of 2024, Singapore's total fertility rate (TFR) hit a record low of 0.97, marking the first time it dropped below 1.0. This continues a downward trend, with previous figures at 1.04 in 2022 and 1.12 in 2021. Various factors contribute to this decline, including financial concerns, pressures of parenting, and challenges in balancing work and family life.

Looking ahead, experts predict that Singapore's birth rate will likely continue to face challenges unless significant policy changes are made. Suggestions for improving the birth rate include adopting more generous and gender-equal parental leave policies, similar to those in Nordic countries, and addressing the high costs and stress associated with raising children.

This trend aligns with Singapore's broader demographic shifts, including an aging population and a contracting population pyramid, common in highly developed nations with low birth rate.

My Thoughts

• Government announced a slew of policy changes i.e. GEP, Parental Leave, Singles priority, etc. I'm not a political person but I think these are good changes overall.

• Imo, increased parental leave is great. Just not sure this will help push the birth rate trend up. I think the real drivers are about life aspirations, family values and monetary asset expectations.

• If I did not had 3 kids, I could have more $$$ to invest, potentially retire earlier and do the things I want. But I decided that's not what I want and was the key moment in planning my life subsequent phases i.e. dating, etc. Everyone's different and more exposed to "international" thinking now, but I suggest to go for it whole-heartedly once decided and not procrastinate because it is hard.