Capital_Insights

    • Capital_InsightsCapital_Insights
      ·03-26 17:21

      Hataf Finance: $SPX, $NDX Indicating Positive Outlook

      S&P 500 and Nasdaq 100 Proximity to New Heights on the Horizon, Indicating Positive OutlookTable of contentsThe S&P 500 is up 2.26% for the month so far/ES S&P 500 price technical analysis: daily chart (September 2023 to March 2024) /NQ Nasdaq 100 price technical analysis: daily chart (September 2023 to March 2024) /RTY Russell 2000 price technical analysis: daily chart (September 2023 to March 2024) 1. The S&P 500 is up 2.26% for the month so farThe S&P 500 enters the week having rallied 17 of the past 21 weeks.  The Nasdaq 100 is just days removed from all-time highs and may be consolidating in an ascending triangle. The technical evidence needed to suggest that a top has been carved out in U.S. equity indexes was never achieved. 2.
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      Hataf Finance: $SPX, $NDX Indicating Positive Outlook
    • Capital_InsightsCapital_Insights
      ·03-20

      Fed Holds Rates?Market Consensus and 2024 Outlook

      Interest-Rate Decision at 2 p.m. EST; Dow Futures $E-mini Dow Jones - main 2406(YMmain)$ MutedThe Fed's decision to stand pat this time around has become the consensus. Can the expectation of rate cuts in 2024 remain stable?TD Securities: Expectations are that there won't be any policy changes, with the Fed likely to maintain the median expectation of three rate cuts this year and announce preliminary details of slowing balance sheet reduction.Bank of America: If the dot plot shows the Fed will cut rates three times in 2024, the bond yield curve will steepen in a bearish trend, and risk appetite sentiment will persist.Citigroup: Powell is expected to reiterate that rate cuts are not far off, with the core PCE forecast for end of 2024 potential
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      Fed Holds Rates?Market Consensus and 2024 Outlook
    • Capital_InsightsCapital_Insights
      ·03-01

      Brett Eversole advises against broad investments in commodities

      Most investors are missing one crucial story. And it has been unfolding for the past couple of years...Commodity prices are collapsing... They're down by nearly a third since mid-2022. And they're now hitting multiyear lows.This isn't what we'd normally expect to see. High inflation and rising commodity prices should go hand in hand... Not to mention, oil and gasoline prices are still above their pre-pandemic levels.But commodities are crashing. And according to history, we can expect that collapse to continue.Let me explain...Inflation has been the big economic and financial story since 2021. Rapidly increasing prices affected everyone... And they contributed to the brutal bear market in 2022.The rate of inflation has eased dramatically over the past two years. Price growth is nearly back
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      Brett Eversole advises against broad investments in commodities
    • Capital_InsightsCapital_Insights
      ·02-27

      13F Season: 11 Sectors Highest $ Inflows Based on the Last 13F Filings

      13F Filings for the December 31, 2023 Quarter are due 2024-02-14, 7338 filings already imported!What is a 13F filing?The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the market.Below are a thread about the Top 100 tickers with the highest $ inflows based on the last 13F filings, organized by sector: Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology UtilitiesTop 100 Holdings in Basic Materials Ranked By Fund Flow Across All 13F Filings, 2023-12-31
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      13F Season: 11 Sectors Highest $ Inflows Based on the Last 13F Filings
    • Capital_InsightsCapital_Insights
      ·02-22

      Nikkei at Record High: What the 14 Analysts Say

      Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo
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      Nikkei at Record High: What the 14 Analysts Say
    • Capital_InsightsCapital_Insights
      ·02-21

      Xu Hongcai: China’s 2024 Economic Outlook

      By Xu HongcaiDeputy Director, Economic Policy CommissionThe Chinese economy is expected to maintain steady growth in 2024, following the pattern observed in 2023 when it grew by 5.2%. China's economy played a significant role in global GDP growth, contributing over 30%. Looking ahead, it's anticipated that the Chinese premier will announce a growth target of around 5% for 2024 during the upcoming two sessions in March.CMC MarketsHere are some key projections for 2024:Economic Growth: Forecasted to be around 4.8%, with the potential to reach 5% if policies aimed at boosting growth prove effective.Price Stability: Consumer and producer prices are expected to stabilize and show slight growth compared to the previous year, indicating potential increases in overall price levels and demand.Emplo
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      Xu Hongcai: China’s 2024 Economic Outlook
    • Capital_InsightsCapital_Insights
      ·02-02

      Almanac Trader:January barometer would certainly boost the outlook for 2024

      imageThe $S&P 500(.SPX)$ was down 0.1% for our First Five Day (FFD) early warning system is negative. Since 1950, the previous 26 down FFD were followed by 14 up years and 12 down with an average gain in all years of just 0.3%. The last negative FFD was in 2022 when $S&P 500(.SPX)$ declined 1.9%. In 2022, $S&P 500(.SPX)$ went on to decline 5.3% in January and thus our January Barometer (JB) was negative. For 2022, $S&P 500(.SPX)$ was down 19.4%.2023, the Santa Claus Rally (SCR) was negative, and the FFD was negative. At this juncture there are two possible outcomes remaining for our January Indicator Trif
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      Almanac Trader:January barometer would certainly boost the outlook for 2024
    • Capital_InsightsCapital_Insights
      ·02-01

      Healthcare Giants NVO & LLY Eye Trillion-Dollar Club

      The Government Pension Fund Global predicts that $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ could be the first healthcare companies to reach trillion-dollar club, benefiting from the rising demand for diabetes and weight-loss drugs. With less than 1% of overweight individuals currently receiving treatment, the potential market for these drugs remains vast. $Novo-Nordisk A/S(NVO)$'s strong earnings, driven by the success of its drug Wegovy, pushed its market value to $511.29 bln.While $Eli Lilly(LLY)$’s market capitalization stands at around $612 bln. The Government Pension Fund Global holds significant stakes in both comp
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      Healthcare Giants NVO & LLY Eye Trillion-Dollar Club
    • Capital_InsightsCapital_Insights
      ·02-01

      If Invests $1 million, which top hedge fund would you choose?

      What is your household's dollar asset allocation ratio?Aside from individual stock investments, do you also invest in insurance, U.S. debt, or hedge fund products?If you had $1 million, would you prefer investing in Warren Buffett's approach, the ARKK Fund, or have other investment preferences?The New York Stock Exchange building is seen from Wall Street in Lower Manhattan in New YorkBelow are the Top 20 overseas hedge funds making money in 2023: TCI ranks first, followed by CitadelAccording to the hedge fund ranking data released by LCH Investments, the FOF agency of the Rothschild family, the hedge fund industry will bring a total of nearly US$218 billion in net income to investors in 2023, of which the top 20 companies contributed US$67 billion.That is to say, the asset management scale
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      If Invests $1 million, which top hedge fund would you choose?
    • Capital_InsightsCapital_Insights
      ·01-30

      Strong US Economy May Delay the Rate Cut, 4 Industries Poised to Thrive

      The robust surge in the U.S. economy may halt expectations of a rate cut!The U.S. Gross Domestic Product (GDP) grew at an annualized rate of 3.3% in the fourth quarter, and the core inflation rate, upon which the Federal Reserve relies most, is currently at 2.9%, the lowest level since March 2021. As of now, the probability of a rate cut in March is approximately 50%, according to the interest rate market.CNBC Daily Open: Fed rate cut path in sharp focusDavid Wilcox, an economist at Bloomberg Economics, remarked, "If I were in his shoes, I'd try to dodge the press conference and keep things basically undisturbed. The likelihood of a rate cut in March is 50%... seems good to me. Any action by the Fed depends on specific data.Matthew Luzzetti, Chief U.S. Economist at Deutsche Bank, indicated
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      Strong US Economy May Delay the Rate Cut, 4 Industries Poised to Thrive
     
     
     
     

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