Investing Updates : U.S. Entry into Israel-Iran Conflict: Which Industries Stand to Be Affected?

Source : 

https://www.moomoo.com/community/feed/u-s-entry-into-israel-iran-conflict-which-industries-stand-114731808129029

Apple Intelligence : 

• Oil Price Impact: Oil prices surged by over 4% following the US entry into the Israel-Iran conflict, with WTI crude nearing $77 per barrel and Brent crude futures exceeding $80 per barrel.

• Potential Oil Disruption: Iran’s parliament voted to close the Strait of Hormuz, a crucial oil passageway, potentially leading to oil prices reaching $100 per barrel.

• Historical Market Resilience: Stock markets have historically recovered from geopolitical conflicts, indicating potential resilience in the face of the current situation.

• Stock Market Performance: Remained relatively stable during the initial stages of the Israel-Iran conflict.

• Impact of Geopolitical Events: Historical examples, like the Russia-Ukraine conflict, show that markets can recover from initial shocks.

• Short-Term Industry Effects: Oil and defense stocks saw increases due to potential impacts of the conflict.

• Safe-Haven Asset: Spot gold is near its record high as investors seek safe-haven assets.

• Gold Mining Companies: Newmont, Agnico Eagle, Wheaton Precious Metals, and Barrick Mining.

• Uranium Mining Companies: Cameco, NexGen Energy, Centrus Energy, and Uranium Energy.

Technology Updates : Microsoft Build 2025 Keynote: Everything Revealed, in 14 Minutes

Technology Updates : Google I/O 2025: Everything Revealed in 15 Minutes

Investing Updates : Tax Bill News; Target, Home Depot, and Snowflake Earnings; and Trade deals: What to Watch This Week

Source : 

https://ttmblog.com/news/2536901465?edition=fundamental&utm_source=news&utm_campaign=2536901465&utm_medium=copy&platform=iOS&shareID=f724eb9ccbf514d1744fc00f7a7fe886&invite=KDXR9K&lang=en_US

Apple Intelligence : 

• Market Focus: Equity markets are anticipating the Republican tax bill as a potential catalyst for further gains.

• Earnings Reports: Home Depot, Lowe’s, Target, Deckers Outdoor, and Williams-Sonoma will report earnings.

• Economic Indicators: S&P Global Manufacturing and Services PMI, existing-home sales, and new home sales will be released.

• Earnings Reports: Home Depot, Keysight Technologies, Palo Alto Networks, Viking Holdings, Lowe’s, Medtronic, Snowflake, Target, TJX Cos., Urban Outfitters, V.F. Corp., Zoom Communications, Analog Devices, Autodesk, BJ’s Wholesale Club Holdings, Copart, Deckers Outdoor, Intuit, Ralph Lauren, Ross Stores, Toronto-Dominion Bank, Williams-Sonoma, and Workday will release their quarterly results.

• Economic Indicators: S&P Global will release its Manufacturing and Services Purchasing Managers’ Indexes for May. The National Association of Realtors will report existing-home sales for April. The Census Bureau will report new home sales for April.

• Conference Call: Booz Allen will hold a conference call to discuss its fourth-quarter fiscal-2025 results.

Investing Updates : What to Expect in the Week Ahead ( Trade Negotiations Outcome, CPI and PPI Data, Walmart and Alibaba Earnings )

Source : 

https://www.moomoo.com/community/feed/114487848206342?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114487848206342%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list

Apple Intelligence : 

• Trade Negotiations: Market sentiment will be influenced by the outcome of trade negotiations in Switzerland.

• Earnings Reports: Walmart, Alibaba, and Tencent will release their quarterly results, providing insights into consumer spending, e-commerce trends, and the retail and technology sectors.

• Economic Indicators: CPI and PPI data will be released, providing insights into inflationary pressures.

• Economic Indicators: CPI, PPI, and Retail Sales data will reveal tariff-induced inflationary pressures and their impact on the economy.

• Tariff Impact on Inflation: April’s CPI and PPI are expected to show moderate inflation, with potential modest inflation in China-import-intensive categories and accelerated inflation in steel and aluminum.

• Consumer Spending: These metrics will be monitored for evidence of price transmission effects and potential shifts in consumer spending patterns.

Investing Updates : Singapore dollar surges against US dollar as Asia currencies rally on trade hopes

Source : 

https://www.businesstimes.com.sg/companies-markets/banking-finance/singapore-dollar-surges-against-us-dollar-asia-currencies-rally-trade-hopes

Apple Intelligence : 

• Currency Performance: Singapore dollar surged by 0.6% against US dollar.

• Reason for Appreciation: Asian currencies rallied on hopes of a thaw in the US-China trade war and regional tariff deals.

• Year-to-Date Gain: Singapore dollar advanced by 5.3% in 2025.

• Currency Movement: Asian currencies, including the Japanese yen and Australian dollar, rose against the US dollar.

• Reason for the Rise: Concerns about the impact of US President Donald Trump’s tariff war on the US economy and the possibility of trade deals with other countries.

• Impact on Taiwan: The Taiwanese dollar surged to its highest level since the 2008 financial crisis, prompting concerns from exporters and prompting the central bank to consider intervention.

• Taiwan Dollar Appreciation: Exporters are buying Taiwan dollars due to expectations of currency appreciation to facilitate a US trade deal.

• Central Bank’s Stance: Taiwan’s central bank denies US requests for currency appreciation and aims to maintain stability.

• Asian Currency Speculation: Soaring Taiwan dollar fuels speculation that some Asian countries might strengthen their currencies for US trade concessions.

• Currency Outlook: Morgan Stanley is bearish on the dollar and bullish on the euro and yen.

• Reason for Dollar Weakness: US yield curve bull-steepening and investors hedging US investments.

Technology Updates : Meta launches stand-alone AI app to take on ChatGPT

Source : 

https://www.cnbc.com/2025/04/29/meta-launches-standalone-ai-app-to-take-on-chatgpt.html

Apple Intelligence : 

• Meta’s New Product: Meta is launching a stand-alone AI app.

• App Functionality: The app will run on Meta’s Llama AI model and include a Discover feed.

• Competition: Meta’s new app directly competes with other AI platforms such as ChatGPT, Claude, Grok, and Gemini.

• Meta AI Launch and Integration: Meta launched an AI chatbot in September 2023 and integrated it into Facebook, Instagram, WhatsApp, and Messenger in April 2024.

• Meta AI User Base: Meta AI had approximately 700 million monthly active users as of January 2024.

• Meta AI App Release: Meta released a standalone Meta AI app, following similar moves by Google and xAI.

Investing Updates : What to Expect in the Week Ahead (Tesla, Alphabet Earnings; Global Flash PMI Reports)

Source : 

https://www.moomoo.com/community/feed/114369356890118

Apple Intelligence : 

• Earnings Reports: Over 120 S&P 500 companies, including Tesla, Alphabet, GE Aerospace, Lockheed Martin, Boeing, Intel, and AbbVie, will release earnings reports.

• Key Earnings Focus: Tesla’s earnings will be scrutinized due to Elon Musk’s ties to Trump, while Alphabet’s earnings will focus on advertising revenue and cloud division performance.

• Economic Indicator: The University of Michigan’s consumer sentiment and inflation expectations data will be released on Friday.

• Economic Indicators: The Fed’s Beige Book and global flash PMI reports will provide insights into regional economic conditions and the impact of the trade war.

• Housing Market: March’s new-home sales are expected to slightly increase due to builder incentives, while home resale data will be released on Thursday.

• Business Investment: March’s durable goods orders report will indicate business equipment demand.

Investing Updates : Netflix, TSMC, ASML, Bank of America, Goldman Sachs, and More Stocks to Watch This Week

Source : 

https://ttmblog.com/news/2527996972?edition=fundamental&utm_source=news&utm_campaign=2527996972&utm_medium=copy&platform=iOS&shareID=debe643ea32e1869769a6d99d61b21fa&invite=KDXR9K&lang=en_US

Apple Intelligence : 

• Earnings Season: More than 30 S&P 500 companies, primarily financial services firms, will report quarterly results.

• Key Earnings Reports: Goldman Sachs, Bank of America, Citigroup, Johnson & Johnson, Abbott Laboratories, ASML Holding, U.S. Bancorp, American Express, Blackstone, Charles Schwab, Netflix, and Taiwan Semiconductor Manufacturing.

• Economic Indicator: Retail sales report from the Census Bureau on Wednesday.

• Consumer Inflation Expectation: Consumers’ one-year inflation expectations were 3.1% in February, lower than the 6.7% from the University of Michigan survey.

• Earnings Announcement: Bank of America, Citigroup, and other companies will announce earnings on Tuesday, April 15th.

• Economic Indicators: The Census Bureau will release retail and food services sales for March on Wednesday, April 16th, and the National Association of Home Builders will release its Housing Market Index for April on Thursday, April 17th.

• Earnings Calls: American Express, Blackstone, Charles Schwab, D.R. Horton, Fifth Third Bancorp, Huntington Bancshares, KeyCorp, Marsh & McLennan, Netflix, Regions Financial, Snap-on, State Street, TSMC, Truist Financial, and UnitedHealth Group.

• Economic Indicator: The Census Bureau reports new residential construction data for March.

• Monetary Policy: The European Central Bank announces its monetary policy decision and is expected to cut its key short-term interest rate.

Investing Updates : Time vs. Timing: 60 Years of S&P 500 Bull and Bear Market Insights

Source : 

https://www.moomoo.com/community/feed/time-vs-timing-60-years-of-s-p-500-bull-114302338859013

Apple Intelligence :

• Market Pullback Frequency: The S&P 500 experiences pullbacks of 5% or more about 3.4 times a year, corrections of over 10% about 1.1 times a year, and adjustments of over 15% about 0.5 times a year.

• Market Recovery: The market always recovers from dips, regardless of the cause.

• Importance of Time in the Market: Staying invested for the long term is crucial, as missing just the best 1% of weeks can significantly impact returns.

• Bear Market Definition: A market decline of 20% lasting over two months.

• Market Recovery: Recovery speed varies depending on the economic backdrop, with some markets rebounding quickly after interest rate cuts and others taking years to recover from recessions and crises.

• Market Timing vs. Time in the Market: Staying invested for the long term is generally more beneficial than trying to time the market, as missing the best days can significantly reduce returns.

• Investment Strategy: Shift focus from short-term metrics to long-term growth.

• Market Timing: Emphasize time spent in the market over attempting to time market entry and exit points.

• Market Downturns: Maintain a long-term perspective and avoid panic selling to benefit from market recoveries.

Investing Updates : What to Expect in the Week Ahead (Tariffs Take Effect, Big Bank Earnings, and CPI)

Source : 

https://www.moomoo.com/community/feed/what-to-expect-in-the-week-ahead-tariffs-take-effect-114290073927686

Apple Intelligence : 

• Earnings Focus: Companies like Delta, CarMax, and Constellation Brands will discuss the impact of new U.S. tariffs.

• Financial Sector Earnings: Morgan Stanley and JPMorgan are expected to report a decline in investment banking activity but potentially higher trading revenues.

• Upcoming Economic Events: The U.S. stock market will face challenges including higher tariffs on April 9th, economic data releases, and Fed officials’ speeches.

• Fed’s Inflation Concern: FOMC participants were more concerned about persistent inflation than Fed Chair Jerome Powell.

• Tariff Impact on Inflation: March CPI and PPI data will show the effects of tariffs on Chinese imports, steel, and aluminum.

• PPI Expectation: PPI is expected to reflect a rise, especially in producer prices linked to commodities.

Investing Updates : Surprising Upside in March Nonfarm Payrolls Fails to Halt Pre-Market Decline: Here is the Breakdown in One Chart

Source : 

https://www.moomoo.com/community/feed/114279829143557?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114279829143557%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Apple Intelligence :

• Job Growth: The US economy added 228,000 jobs in March 2025, surpassing expectations and marking the highest increase in three months.

• Unemployment Rate: The unemployment rate rose to 4.2% in March 2025, the highest since November 2024.

• Stock Market Performance: Major stock indices fell despite strong job growth due to China’s tariffs on the US.

LifeStyle Updates : Toy prices could jump 50% following Trump’s tariffs on China, Vietnam

Source : 

https://www.cnbc.com/2025/04/04/toy-prices-trump-tariffs-china-vietnam.html

Apple Intelligence : 

• Tariff Impact on Toy Industry: Trump’s trade war, with tariffs on China and Vietnam, will lead to higher toy prices.

• Manufacturing Relocation: Toy companies are scrambling to find alternative manufacturing locations due to increased tariffs.

• Retaliatory Measures: China plans to impose a 34% tariff on all U.S. products in response to the U.S. tariffs.

• Tariff Impact on Toy Industry: Toy companies like Hasbro and Mattel are facing challenges due to tariffs on imports from China and other countries.

• Production Relocation Challenges: Relocating production to countries like Vietnam, Indonesia, and India may not be financially viable due to tariffs on those countries as well.

• Consumer Price Increases: Consumers can expect price increases on toys to offset the impact of tariffs.

• Stock Market Impact: Toy companies’ stocks plummeted following the tariff announcement.

• Consumer Impact: Consumers are expected to bear the brunt of the tariffs through price increases.

• Price Increase Magnitude: Price hikes are projected to range from 35% to 50%, potentially coinciding with the back-to-school season.