Profile - To The Moon

JonLucky

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- JonLuckyJonLucky
  ·2023-12-08
  $Apple(AAPL)$ it remains to be seen
  383 Comment
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- JonLuckyJonLucky
  ·2022-12-13
  $Rivian Automotive, Inc.(RIVN)$ staring down an abyss
  471 Comment
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- JonLuckyJonLucky
  ·2022-12-12
  Tradewinds
  Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week
  It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of
  Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week
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- JonLuckyJonLucky
  ·2022-12-11
  $Lucid Group Inc(LCID)$ Bullish beginning to have more clarity
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- JonLuckyJonLucky
  ·2022-12-10
  $Bank of America(BAC)$ limping
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- JonLuckyJonLucky
  ·2022-12-09
  $Bank of America(BAC)$ bleeding hell
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- JonLuckyJonLucky
  ·2022-12-08
  $Bank of America(BAC)$ off balance
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- JonLuckyJonLucky
  ·2022-12-07
  Why, are they currently asleep?
  Megacap Earnings to See "Rude Awakening" in 2023, Morgan Stanley’s Shalett Says
  Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl
  Megacap Earnings to See "Rude Awakening" in 2023, Morgan Stanley’s Shalett Says
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- JonLuckyJonLucky
  ·2022-12-06
  $Bank of America(BAC)$ limping
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- JonLuckyJonLucky
  ·2022-12-05
  $Bank of America(BAC)$ wings impaired
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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> it remains to be seen&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> it remains to be seen&nbsp;","text":"$Apple(AAPL)$ it remains to be seen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249659080183968","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923422663,"gmtCreate":1670895901253,"gmtModify":1676538455689,"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"0\"></v-v>staring down an abyss&nbsp;","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"0\"></v-v>staring down an abyss&nbsp;","text":"$Rivian Automotive, Inc.(RIVN)$ staring down an 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November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of","content":"<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-12-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09961":"携程集团-S","ABM":"反导工业公司","ORCL":"甲骨文",".DJI":"道琼斯","PLAB":"福尼克斯",".IXIC":"NASDAQ Composite","ADBE":"Adobe","TCOM":"携程网",".SPX":"S&P 500 Index","LEN":"莱纳建筑公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160689342","content_text":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.Monday 12/12Oracle reports earnings for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.Tuesday 12/13Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.The House Financial Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.The Bureau of Labor Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.Wednesday 12/14The Federal Open Market Committee concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.Lennar, Nordson, and Trip.com report quarterly results.The Bureau of Labor Statistics releases its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.Thursday 12/15Adobe and Jabil host earnings conference calls.The European Central Bank begins its two-day policy meeting in Frankfurt.The Philadelphia Fed Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.The Census Bureau reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.The Federal Reserve releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.Friday 12/16Winnebago Industries, Darden Restaurants, and Accenture host earnings conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929483538,"gmtCreate":1670721203925,"gmtModify":1676538422101,"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish beginning to have more&nbsp;clarity&nbsp;","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish beginning to have 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balance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920138680","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920004334,"gmtCreate":1670386765628,"gmtModify":1676538358249,"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"themes":[],"htmlText":"Why, are they currently asleep?","listText":"Why, are they currently asleep?","text":"Why, are they currently asleep?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920004334","repostId":"1112917688","repostType":4,"repost":{"id":"1112917688","kind":"news","pubTimestamp":1670373117,"share":"https://ttm.financial/m/news/1112917688?lang=&edition=fundamental","pubTime":"2022-12-07 08:31","market":"us","language":"en","title":"Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1112917688","media":"Bloomberg","summary":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl","content":"<html><head></head><body><ul><li>Shalett says expectations from some big companies ‘delusional’</li><li>Pinched consumer will fuel economic slump next year, she adds</li></ul><p>Morgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.</p><p>Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.</p><p>“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”</p><p>Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.</p><p>“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.</p><p>Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&amp;P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.</p><p>Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.</p><p>“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”</p><p>And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.</p><p>“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112917688","content_text":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967852094,"gmtCreate":1670298305519,"gmtModify":1676538339982,"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>limping","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>limping","text":"$Bank of America(BAC)$ limping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967852094","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964798899,"gmtCreate":1670204913311,"gmtModify":1676538319561,"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>wings impaired&nbsp;","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>wings impaired&nbsp;","text":"$Bank of America(BAC)$ wings impaired","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964798899","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}