Hello everyone! Today I want to my thoughts about macro economy and stocks with you.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$
Alphabet's results were a miss this morning. Shares were off as much as 6% in after-hours trade.
Sales were $57.27b, missing the $58.18b estimate. EPS came in at $1.06 versus the $1.25 estimate.
The company reported a significant impact to advertising revenues.
Australian CPI comes in higher than forecast. Key numbers.
"CPI rose 1.8 per cent in the September 2022 quarter"
6.1% trimmed mean CPI well above expectations of 5.6%.
ASX200 takes a little spill following CPI. $S&P/ASX 200(XJO.AU)$
The metaverse sounds to me like just multi-dimensional commodity fetishism.
$NATIONAL AUSTRALIA BANK LIMITED(NAB.AU)$
"#NAB continues to see two more 25bp cash rate increases in 2022 taking the cash rate to 3.1% by year-end, and now expects two further increases in February and March 2023 taking the peak (terminal) rate to 3.6%." - NAB Group Economics.
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