Global Markets Surge Post-Election with Fed Rate Cut Boosting Sentiment
Market Overview Global markets continued to rally following the 2024 U.S. presidential election, with the Federal Reserve’s decision to cut interest rates providing an additional boost to investor sentiment. Major U.S. and European indexes hit record highs, while Asian markets saw substantial gains. The positive momentum reflects investor optimism about potential economic growth policies from President Donald Trump’s administration and a supportive monetary environment. U.S. Markets: New All-Time Highs The U.S. markets extended their post-election rally as the Federal Reserve delivered a widely expected 0.25% rate cut, which reinforced investor confidence. The Dow Jones Industrial Average $DJIA(.DJI)$ closed ne
If Trump wins the U.S. election, his business-friendly policies—like tax cuts, deregulation, and energy expansion—could boost certain sectors, especially energy, finance, industrials, technology, and defense. Here’s a look at the sector ETFs that might perform well in this scenario.1. Energy Sector ETFsTrump’s support for traditional energy sources, like oil and gas, could benefit energy companies by easing regulations and encouraging U.S. energy production.XLE (Energy Select Sector SPDR Fund): Invests in major energy players like ExxonMobil and Chevron.OIH (VanEck Vectors Oil Services ETF): Focused on oil equipment and services companies, likely to gain from increased drilling and exploration.2. Financial Sector ETFsA pro-deregulation stance could boost banks, insurance companies, and fin
SG Morning Call | Singapore Stocks Open Higher on Friday; UOB and OCBC Jump After Earnings
Market SnapshotSingapore stocks opened higher on Friday. STI rose 0.6%; NIO rose 3.7%; UOB rose 2.1%; YZJ Shipbldg rose 1.9%; Singtel rose 1.6%; OCBC rose 0.7%.Stocks to Watch$UOB(U11.SI)$: Its net profit for the third quarter ended September rose 16 per cent year on year to S$1.61 billion, beating consensus estimates on new record highs in net fee income, as well as trading and investment income. Earnings per share stood at S$3.79 versus S$3.23 in the year before, according to the bank’s results released on Friday. Shares of UOB closed S$0.61 or 1.9 per cent higher at S$33.30 on Thursday.$OCBC(O39.SI)$: The lender’s third-quarter net profit rose 9 per cent year on year to S$1.97 billion on highe
$Tesla Motors(TSLA)$ Tesla just “floored it” with a 15% jump, now parked at $288! So, could it reach $300? Maybe—if Elon Musk doesn't suddenly tweet something that throws the market into chaos, as he tends to do. The factors? If Tesla keeps innovating, drops tech surprises, and wins over international fans, $300 could be the next pit stop. As for that $1 trillion market cap? It's like Tesla trying to become a soccer superstar—it's tough but not impossible. It'll need rising revenue, some “wow” new products, and, of course, investors who stay in love. In short, Tesla's “drifting" toward $300, and who knows, $1 trillion could happen—as long as Musk isn't too busy playing on Twitter
$Grayscale Bitcoin Mini Trust(BTC)$$ProShares Bitcoin ETF(BITO)$ There's a lot of speculation around Bitcoin's future price, and some analysts are optimistic about it reaching new highs. Here are a few key points: Current Trends: Bitcoin recently broke past its previous all-time high, trading around $74,584.17 as of November 2024. Market Sentiment: Analysts predict that Bitcoin could potentially reach $100,000 or even higher by the end of 2025, driven by increasing institutional adoption and positive market sentiment. Election Impact: The upcoming U.S. presidential election is also expected to influence Bitcoin's price, with potential pro-crypto policies boosting its value. While these predictions are opt
$China A50 Index - main 2411(CNmain)$$CSI300 Index ETF(XCHA.UK)$ China is reportedly considering a massive fiscal stimulus package of over 10 trillion yuan ($1.4 trillion) to boost its economy. This package could be approved at a meeting of China's top legislative body, the Standing Committee of the National People's Congress, which is scheduled for November 4-8, 2024. The stimulus package aims to address several economic challenges, including local government debt risks, the property sector crisis, and sluggish economic growth. Analysts believe that this stimulus could provide a significant boost to the economy, especially when Donald Trump wins the U.S. presidential election, which could lead to
BIP - Brookfield Infrastruture Partners, -EPS but stock continue Bull
$Brookfield Infrastructure Partners LP(BIP)$ Brookfield Infrastructure Partners (BIP) reported a negative EPS of $0.18 for the third quarter of 2024, which was $0.35 worse than the analyst estimate of $0.17. This indicates that the company reported a loss for the quarter. Continues 4 quarter fail to meet EPS. Earning Overview: Here's an overview of Brookfield Infrastructure Partners' (BIP) recent earnings: Third Quarter 2024: BIP reported an EPS of $0.76, which missed the consensus estimate of $0.80 by $0.04. However, quarterly revenue rose 17.5% year-over-year to $5.27 billion, surpassing analyst estimates of $1.90 billion. Second Quarter 2024: BIP reported a net income of $8 million for the quarter ended June 30, 2024, compared to $378 million in
AMD’s Strategic Push in China: Investment Opportunities in the Chip Sector
Market Overview: Tech Giants Keep Pushing Forward Despite Geopolitical Tensions Amid escalating U.S.-China tensions, Advanced Micro Devices, Inc. $Advanced Micro Devices(AMD)$ has made a significant move by participating in a major tech fair in Shanghai, showcasing advanced AI infrastructure products. This is a bold step, especially with former U.S. president Donald Trump, known for a firm stance on China, expected to re-enter the political scene. Markets are keeping a close eye on these developments, as further restrictions or sanctions could impact semiconductor firms heavily involved in China, including AMD. However, AMD’s decision to showcase its AI technology in China signals its commitment to navigat
Tesla Bulls Load Up on $300 Call Options, Signaling Optimism Rally May Last $Tesla Motors(TSLA)$ bulls are loading up on call options that give the holders the right to buy the stock at $300 in two days as the share price climbed to the highest in more than a year. The stock jumped as much as 15.2% to $289.59, the highest since mid-July 2023, pushing the $300 calls closer to being in the money. The share price climbed amid optimism that Donald Trump's victory in yesterday's presidential race could benefit the electric vehicle after its Chief Executive Elon Musk supported his candidacy. The former president who is expected to return to the White House in January cited Musk's efforts campaigning
$Tesla Motors(TSLA)$ Few thoughts on $TSLA: The average price target is around $220 and most of the street has a hold/sell rating. Plenty of room for upgrades and price target revisions. Earnings comps going into next year are going to be easy to beat after 2022 and 2023, those two years will be looked at as two of the worst in Tesla’s history. Interest rates are coming down which will make new cars more desirable. He now has a direct line to the President who will surely give him an easy path to regulatory approval for FSD, robots, etc. and the removal of EV credits and “green” policies will crush other EV makers, not Tesla. Really feels like everything is lining up. Chart, sentiment, narrative, earnings, et
Airbnb's post-hour volatility, bookings grow but guidance miss?
$Airbnb, Inc.(ABNB)$ has had a great after-hours, jumping more than 9% at one point after reporting Q3 earnings as it beat expectations for the period, only to give back all of its gains and fall slightly as guidance fell short of expectations.Earnings performanceTotal revenue: $3.7 billion, up 10% year-over-year, slightly ahead of expectations;Net profit: $1.4 billion, EPS of $2.13, slightly below market expectations of $2.16.EBITDA profit: $1.958 billion, beating expectations of $1.86 billion.Total bookings: reached $20.1 billion, up 10% year-over-year, beating market expectations of $19.8 billion;Booked nights and experiences: totaled 122.8 million, up 8% year-over-year.Free cash flow: at $1.1 billion, reflecting the company's strong cash gener
$ARM Holdings Ltd(ARM)$ ARM released its Q2 FY2025 report for the period ending September 30, surpassing expectations. However, its stock fell 5% after-hours as its guidance for the next quarter fell below market estimates.Q2 Performance OverviewARM’s Q2 revenue and profit both exceeded expectations:Revenue reached $844 million, up 4.7% year-over-year, surpassing analysts’ expectations of $810 million.This 4.7% growth rate is lower than its previous growth of about 40%.ARM’s revenue primarily depends on tech licensing, which can fluctuate due to large contracts. However, over time, ARM maintains steady growth. For Q3, management expects revenue between $920 million and $970 million, with the upper limit representing a growth rate of 17.7%, although
My Video on all the Trump Trades: Bitcoin, Big Tech, Banks and Bets
American stocks tied to the state of the US economy, such as banks and the country’s biggest technology stocks, including chipmaker $NVIDIA Corp(NVDA)$ and Elon Musk’s $Tesla Motors(TSLA)$ , have rallied since Donald Trump’s victory.The victory lap sent major stock markets, the $.DJI(.DJI)$, $.SPX(.SPX)$ and the tech-heavy $.IXIC(.IXIC)$ to new highs, rising 3.6%, 2.64% and 2.95% respectively, the best post-election day in US history. $Bitcoin(BTC.USD.CC)$ ’s price continued to rise, past a new all-time high of US$76,000.“This is
U.S. Presidential Election Tensions Hold Markets Cautious 🇺🇸 S&P 500 Index: -0.28% 📉 🇺🇸 Nasdaq Index: -0.33% 📉 🇪🇺 Stoxx 600 Index: -0.33% 📉 🇯🇵 Nikkei 225 Index: Market Closed 🇭🇰 Hang Seng Index: 0.30% 📈 🇨🇳 CSI 300 Index: 1.41% 📈 🇸🇬 Straits Times Index: 0.47% 📈 U.S. Stocks Decline, with the S&P 500 and Nasdaq Composite falling by -0.3%, as cautious sentiment began to take hold ahead of the highly anticipated election, followed by a significant policy decision from the Federal Reserve the next day, which will set the stage for important events affecting the U.S. economic outlook. Asia-Pacific Markets Rise, with the Hang Seng and CSI 300 indexes up by 0.3% and 1.4% respectively, led by electric vehicle makers BYD and Li Auto, whose sales surged by a record 66.5% year-on-year. Meanwhil
$Tesla Motors(TSLA)$ No doubt about it. Patience paid off. After it hit more than $310 by Christmas; damnn why did I sell at 290? Lol #tesla #TSLA #riskmanagement #republicanftw #newera
$Meta Platforms, Inc.(META)$ Latest headline META expands Llama Al Models to U.S. Government and Defense, partnering with top tech firms is very bullish for META as it strengthens their role in the U.S. AI and defense ecosystem. This partnership could strengthen Meta's reputation, expand revenue sources, and position it advantageously in the competitive AI landscape. Holding underlying and $META VERTICAL 241220 PUT 535.0/PUT 530.0$ 💰 and added another $META VERTICAL 241220 PUT 560.