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Archives by Year:
Chinese Stocks Drop As Alibaba Rethinks Cloud Strategy Amid U.S. Chip Limits
Image courtesy of 123rf.com The biggest Chinese tech stocks fell across the board on Friday after Alibaba (NYSE: BABA) announced it would not spin off its cloud computing unit, citing recent AI chip restrictions imposed by the US government. The losses in the broader Hang Seng index were led by Alibaba itself, which fell 12% since Thursday. Alibaba Will […]
S&P 500 Earnings Dashboard 23Q3 – Friday, Nov. 17
Image Source: Unsplash S&P 500 Aggregate Estimates and Revisions The 23Q3 Y/Y blended earnings growth estimate is 6.6%. If the energy sector is excluded, the growth rate for the index is 12.0%. Of the 469 companies in the S&P 500 that have reported earnings to date for 23Q3, 81.7% reported above analyst expectations. This compares to a long-term average of 66%. The 23Q3 Y/Y blended revenue growth estimate is 1.4%. If the […]
Everyone Is Behind On AI
Photo by Steve Johnson on Unsplash AI is here. Are you ready?On Tuesday, Cisco (CSCO) released its new AI Readiness Index. The company surveyed over 8,000 senior executives at global companies with 500-plus employees. A full 97% reported increased urgency to leverage AI for their businesses, but only 14% were ready to do so.Only 30 or so companies have […]
The Energy Report: Oil’s Little Recession
Photo by Arvind Vallabh on UnsplashThe Fed might not see a recession coming but the oil market is pricing one in. Oil collapsed into “bear market territory” in a technical price crash even as global demand notched a record high for the third month in a row. Oil is on track for its fourth weekly […]
Silver’s Rock And A Hard Place
Image Source: Pixabay Caught between conflicting forces, will pivot optimism outweigh the economic malaise that should unfold in the months ahead?From war premiums to pivot hopes, silver sees sunny skies, as the international and domestic fundamental outlooks increase investors’ enthusiasm. However, the excitement is misguided, as silver often declines precipitously when recessions arrive. And with an economic downturn […]
Was Goldman Right All Along? A Case For Further Optimism
Image Source: Pexels The financial world constantly evolves, and staying ahead requires insightful analysis and strategic foresight. Goldman Sachs, a leading investment bank, recently released its forecast for the global economy and stock markets for 2024, providing a treasure trove of data and predictions. This analysis delves into these forecasts, offering a comprehensive outlook on various […]
Oil Prices Rebound Slightly But On Track For Another Weekly Decline
Oil prices rebounded from their 4-month lows on Friday, but remain on track for a fourth straight week of losses.After oil prices have been on a sharp downward trajectory over the past few weeks due to supply concerns and a noteworthy demand decline, benchmark futures rebounded notably on Friday and may continue that trend, considering the persisting geopolitical and […]
Housing Construction Continues To Support Subdued Expansion
Yesterday I wrote of how manufacturing has faded somewhat as a leading indicator, at least in the sense that it takes a steeper downturn than it used to in order to forecast a wider downturn in the economy.Which makes the other big goods-producing sector, construction, even more important. And residential housing is the single most […]
EUR/JPY Price Analysis: Interim Contention Emerges At 158.80
EUR/JPY adds to Thursday’s corrective decline. Further losses appear on the cards near term. EUR/JPY comes under extra selling pressure following Thursday’s 2023 peaks north of the 164.00 hurdle.The continuation of the retracement from overbought levels appears on the cards for the time being. Against that, the cross could initially revisit the provisional 55-day SMA near […]
Bond Market Chart Most Investors Miss
S&P 500 had a constructive, corrective move yesterday – sideways one with my 4,507 level ultimately holding. It also enabled advantageous adding to already wildly profitable swing ES longs as per my Advanced Money Management tweak that in short allows for betting reasonably more whenever the conditions are extra good. Intraday clients haven‘t been left high and […]
