[Analysis of US Stocks] What is our judgment on the expectation of rates hike in the second half of the year? AMD's current view! MRK continues to be strong!

Ross_Macro_Trading
2022-05-02

SPX continued to fluctuate sharply at a low level this week. AMZN's earnings once again damaged market sentiment, with SPX in a key defensive position. Next week is the Federal Reserve's May meeting on interest rates, and there is little doubt that it will raise interest rates by 50 basis points; the negative year-on-year GDP growth in the first quarter can be judged from both sides. What is our expectation of raising interest rates after May? Why is our view different from most people in the market? Which sectors and stocks can be focused on in the current market? Which A-share stocks begin to have capital inflow?

$AMD(AMD)$ $NVIDIA Corp(NVDA)$ $Qualcomm(QCOM)$ 

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Comments

  • Ericdao
    2022-05-02
    Ericdao
    It's grossly oversold. Can start to accumulate on Wed after the rate announcement n do a weekly accumulation on a weekly basis
  • Fayt
    2022-05-02
    Fayt
    thanks for sharing!
  • Tracy3688
    2022-05-02
    Tracy3688
    thanks for sharing
  • blessed_1
    2022-05-02
    blessed_1

    Sharing 

  • 和我一起成长
    2022-05-02
    和我一起成长
    希望总在明天
  • HOTBE
    2022-05-02
    HOTBE
    Holding & waiting
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