Marching towards CPI data

It was another day to forget at the market $DJIA(.DJI)$$NASDAQ(.IXIC)$and $S&P 500(.SPX)$on Tuesday as the tech rich index and broad market index makes new lows. The bears are relentless and seem intent to keep pushing the indices lower. And in response investors are shifting towards defensive assets leaving rates sensitive ones in need of fresh air. 

We are now approaching important inflation data which may shape or break markets in the next few days. Wednesday brings the producer price index (PPI), Thursday brings the consumer price index (CPI). These will most probably influence the FOMC when they convene on rates. The detractors are already up in arms with the Feds' inability to sniff out inflation and now their seemingly overeaction to the same inflation which they conveniently ignored just one year back. 

Many are now saying that recession is around the corner with 2023 earmarked as a potentialyear of global recession. Much is the pessismism in the market, any optimism is met with substantial criticism.

Moving forward, I believe the market is delicately poised. However, as mentioned earlier, I think the risk rewards here are great especially in the beaten down tech sector. I am slowly layering in into strong names such as $NVIDIA Corp(NVDA)$ $AMD(AMD)$ which I believe herald the future and as such present great opportunities. 

Stay safe 😊

# 💰 Stocks to watch today?(22 Nov)

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  • JC888
    ·2022-10-13
    Think we have to realize that policy implementation and its effect are not reactive correspondingly. It will take time for effect to kick in. Agree. If so then all the effects of rate hikes will come into play from year end till nxt year no? Now that companies are slowing or stoppg hiring or worse  laying off, it shld kick-start the effects no? Again if true does it mean buy in at later stage?
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  • andy1967
    ·2022-10-12
    Okay. Thanks for sharing. For longist has to wait a little longer.
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    • mmcjb92
      y
      2022-10-12
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  • feelond
    ·2022-10-12
    yeah, we should all Stay safe 😊
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    • ckh
      ok
      2022-10-12
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  • Dollydolly
    ·2022-10-12
    You're right. Being optimism is facing pressure
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  • bwjx
    ·2022-10-12
    The cpi data will not affect the fundamentals of the companies. The semicon industry is cyclical and probably experiencing deep correction now. Will put in my watchlist for now. [Happy]
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  • Hi12345
    ·2022-10-12

    Great ariticle, would you like to share it?

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  • JoanneSamson
    ·2022-10-12
    what if they dropped more in 2023...
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  • kianweiting
    ·2022-10-12
    Eventually inflation will appear less severe due to higher base effect.
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  • Strategy 1
    ·2022-10-13
    Thanks for sharing. I am doing the same and adding to my portfolio.
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  • Joker_Smile
    ·2022-10-12
    I would be happy if your predictions come true.
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  • CET 789
    ·2022-10-12
    [Cool] [Cool] [Cool]
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  • YTGIRL
    ·2022-10-12
    the pessismism in the market just drive me crazy
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  • Sonoma
    ·2022-10-12
    Thank you for sharing
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  • AhBeee
    ·2022-10-12
    [Tongue] [Like]
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  • SandDust
    ·2022-10-12
    Bad becoming worse
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  • miilic
    ·2022-10-13
    k
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  • Berttwm
    ·2022-10-13
    ok
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  • Yongqi
    ·2022-10-13
    K
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  • jochen
    ·2022-10-13
    Ok
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  • SW86
    ·2022-10-13
    ok
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