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Showing posts with label U.S.. Show all posts
Showing posts with label U.S.. Show all posts

Friday, 17 January 2025

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



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.

Wednesday, 15 January 2025

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.

Monday, 13 January 2025

Investing Updates: JPMorgan Chase, UnitedHealth, TSMC, Goldman Sachs, and More Stocks to Watch This Week


URL
https://ttm.financial/news/2503739675?lang=en_US&edition=fundamental

Gemini Summarized:

This week, investors will focus on two key events:

  • Inflation Data:
    • Wednesday: Consumer Price Index (CPI) release.
    • Tuesday: Producer Price Index (PPI) release. These reports will provide crucial insights into the Federal Reserve's ongoing battle against inflation.
  • Earnings Season:
    • Several major banks (JPMorgan Chase, Goldman Sachs, Citigroup) will report earnings on Wednesday.
    • Other significant companies like Bank of America, Morgan Stanley, and Taiwan Semiconductor Manufacturing will follow on Thursday.

Other Economic Data:

  • Tuesday: National Federation of Independent Business (NFIB) Small Business Optimism Index.
  • Thursday: Retail Sales report.

This week will be crucial for investors as they assess the economic landscape and gauge the impact of these key events on the market.

Saturday, 11 January 2025

Investing Updates: Here's the Breakdown for US December Nonfarm Payrolls, in One Chart


URL
https://www.moomoo.com/community/feed/113804425691145?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113804425691145%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Gemini Summarized:

The US economy added 256,000 jobs in December 2024, exceeding market expectations. Key sectors like healthcare, government, and retail saw growth, while manufacturing declined. This follows a year of job growth, though at a slower pace than 2023. The strong jobs report negatively impacted stock futures.

Monday, 6 January 2025

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.

Thursday, 2 January 2025

Investing Updates: ETFs could face obstacles in 2025 after bumper year

URLhttps://finance.yahoo.com/news/etfs-could-face-obstacles-2025-110511236.html

Gemini Summarized:

Key Takeaways:

  • Record Inflows: US ETFs experienced a record $1.1 trillion in inflows in 2024, nearly doubling the previous year's figures.
  • Driving Factors:
    • Bull market in the US.
    • Innovation in cryptocurrency and options-based ETFs.
    • Growing investor preference for ETFs over mutual funds.
  • 2025 Challenges:
    • Increased Competition: A crowded ETF market may lead to increased competition and closures of underperforming funds.
    • Navigating Innovation: Determining which new products will resonate with investors.
  • Continued Growth: Despite challenges, the ETF industry is expected to continue growing significantly in 2025.
    • New product launches, including spot bitcoin ETFs, are expected to continue.
    • Options-based strategies like buffered and defined outcome ETFs are gaining popularity.

In essence: While 2024 was a record year for US ETFs, the industry faces new challenges in 2025, including increased competition and the need to identify successful innovations. However, strong growth is still anticipated.

Tuesday, 31 December 2024

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.

Sunday, 29 December 2024

Investing Updates: Wall Street’s Forecasts for 2025: S&P 500 May Jump Above 7,000 Points


URL
https://ttm.financial/news/1175058181?lang=en_US&edition=fundamental

Gemini Summarized:

Summary:
  • Consensus Bullish Outlook: Most major banks predict another strong year for the S&P 500 in 2025, with target prices ranging from 6,500 to 7,007.
  • Key Drivers:
    • Easing Monetary Policy: Lower interest rates are expected to boost stock valuations.
    • Strong Earnings Growth: Projections for double-digit earnings growth across sectors.
    • AI-Driven Growth: Increased investment in AI is seen as a significant driver.
    • Economic Recovery: Continued economic expansion and improving market breadth.
    • Political Factors: A more business-friendly environment under the new administration.
  • Investment Strategies:
    • Diversification: Banks recommend diversifying portfolios beyond Big Tech, focusing on sectors like financials, communications, and consumer staples.
    • Mid-Cap Growth: Favorable outlook for mid-sized growth companies.
    • Value Stocks: Some banks anticipate a resurgence of value stocks.
    • AI-Related Companies: Investing in companies that are leveraging AI technology.

Friday, 27 December 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.

Tuesday, 24 December 2024

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


URLhttps://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.

Thursday, 19 December 2024

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


URLhttps://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.

Monday, 16 December 2024

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

URLhttps://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.