To The Moon

Investor sentiment declined last week across all markets we monitor as investors globally reassess the implications of a second Trump presidency for everything from the strength of the USD, monetary policy, global trade, and their own markets. Only investors in Australia and Japan managed to maintain their recent optimism, though without further gains. The weakening Yen against the US dollar and the perception that Japan will benefit from the US’s trade policy of decoupling supply chains from China under the Trump administration continue to boost sentiment among Japanese investors. Sentiment in other markets ended the week in neutral, with only investors in the UK and Global Developed ex-US maintaining a positive outlook. In contrast, sentiment in China resumed its downward trend, weighed

$XPeng Inc.(XPEV)$ is expected to report its quarterly earnings for period ending 30 September 2024 on 19 Nov 2024 before the market open. XPEV is expected to show an increase in its quarterly revenue mainly due to a significant increase in the deliveries for the third quarter. Revenue is expected to see a 14.5% increase in revenue to CNY 9.769 billion from CNY 8.53 billion a year ago. This is near the high side of the guidance that was given for period ending 30 Sep 2024 on 20 Aug 2024 which estimated revenue to come in between CNY 9.10 billion and CNY 9.80 billion. Earnings per share for XPEV is expected to come in at a loss of CNY1.71 per share or 29 cents. Xpeng (XPEV) Registrations In China Declining -> Worrying Signs? XPEV insurance regis

Last Week's RecapThe US Market - The Trump trade fadedThe major averages touched fresh highs on Monday, but the upward momentum saw slowing. The S&P 500 posted a weekly loss of 2.1%, while the Nasdaq Composite slid about 3.2%, with the Trump trade fading.Fed Chairman Powell said on Thursday that the central bank wasn’t “in a hurry” to cut interest rates. He noted that the economy’s strong growth will permit policymakers to take their time as they decide the extent to which they reduce rates. Treasury yields rose solidly, to four-month highs, while USD index once reached 107 intraday.“While we think the macro backdrop still bodes well for risk assets, in the near term we should expect some micro volatility, particularly around potential policy shifts under a new administration,” said Kr