Wall Street Analyst; Federal Reserve, ECB, BOE & BOJ Not Financial Advice BinanceSquare: https://nitter.cf/t.co/LjXMgFoEy3 [email protected]
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BoE Decides (5th Sep): Hikes Rate by 25bps to 4.00% (first since 2023, in an 8-1 vote)
=> Mann dissented, favouring a larger 50bp increase
=>Policymakers cited the impact of the US-Iran war, warning that UK inflation could reach around 5% by mid-2027
#BoE #UKInflation #Bailey \
BoE Gov Bailey said domestic inflation pressures remain high, activity is more resilient than expected and business investment stronger. He warned further rate hikes remain possible, rejected a “two and done” approach and said the Bank had not acted too late.
We’ll explore the key factors influencing gold prices, from global demand and inflation trends to currency impacts and market sentiment
#Commodities #Investing #Markets #Gold #Copper #Oil #Silver #NaturalGas #Wheat
Breaking down the S&P 500 Index: from its weighted structure and sector representation to the key metrics that shape this essential market measure. Follow along to understand the factors driving the index!
#StockMarket #SP500 #Nasdaq100 #Russell2000 #FederalReserve #FOMC #Powell
Trump’s midterm defeat is reshaping markets, with European gas prices falling on hopes of progress towards resolving the Iran conflict. The dollar and bond yields also declined, while gold held above $4,100 as investors reassessed the political and monetary policy outlook.
ECB Decides: Hold all 3 key Rates Steady:
=> Deposit Facility at 2.5%, Main Refinancing at 2.65% & Marginal Lending at 2.9%
=> To Follow Data Dependent Meeting By Meeting Approach
=> Well Positioned To Navigate Iran War Uncertainty
=> Not Pre-Committed To Particular Rate Path
This thread dives into the performance of U.S. stock markets versus global markets, comparing key indices, growth trends, and what sets the U.S. apart in the global financial landscape
#StockMarket #SP500 #Nasdaq100 #Russell2000 #FederalReserve #FOMC #Powell #inflation #USCPI
Tesla fell 11% and SpaceX dropped 9% as investors weighed potential Democratic-led oversight. Musk spent more than $200 million backing Republican candidates in Texas, but races went against them, raising concerns over his plans to expand his business empire.
In this thread, we'll break down the Nasdaq 100 Index, covering its overall performance, key components, and what makes it a cornerstone of the tech-heavy market. Stay tuned!
#StockMarket #SP500 #Nasdaq100 #Russell2000 #FederalReserve #FOMC #Powell #inflation #USCPI
Only 15% of debt and lease commitments at the Big Seven AI companies appear on their balance sheets, leaving significant obligations off balance sheet. This may help explain the rapid widening in their credit spreads as investors reassess AI-related liabilities.
More than 80% of AI-related revenues are still just coming from 'recycled capex', rather than from businesses and consumers outside the ecosystem that are willing to pay for AI-based services
#SP500 #Nasdaq100 #Russell2000 #FederalReserve
Post-midterms, the question is whether the bull market can continue without semiconductor stocks. This year, the S&P 500 has gained 70% on days semis rose but lost 34% on days they fell, underscoring how much index performance has depended on the industry now.
Semiconductor stocks are now oversold for the first time since the tariff tantrum in Apr'25.
#SP500 #Nasdaq100 #Russell2000 #FederalReserve
@KoyfinCharts: The S&P 500 and Russell 2000 fell by the most in over a year and a half. The Nasdaq-100 and Semiconductors had the worst days since Covid
#SP500 #Nasdaq100 #Russell2000 #FederalReserve
Nasdaq new 52-week lows surged to 851, highest since April 2025, as the index retreated from record highs. Such spikes can mark buying opportunities in an uptrend, but rising lows before a peak warn of broader weakness. 2022 bear market saw much larger spikes.
Fed’s Barkin: The Fed has signaled a gradual approach. Direction of travel is “straightforward,” the question is pace.
linkedin.com/pulse/feds-bark…
#Fed #FOMC #inflation #TradersKE #USCPI #Warsh
Fed’s Barkin: Inflation is the most important risk for the Fed right now. Policy is around neutral, and a gradual pace “makes sense.”
linkedin.com/pulse/feds-bark…
#Fed #FOMC #Inflation #MonetaryPolicy
Diving into the latest updates on US initial jobless claims, continued claims, and the 4-week moving averages
#JoblessClaims #LaborMarket #FederalReserve #FOMC #Powell
This thread features comments from FOMC speakers — both voting and non-voting members — on the economy, labor market, inflation, geopolitical risks, and more
#Fed #FOMC #inflation #TradersKE #USCPI #Warsh
Fed’s Hammack expects policy will need to turn restrictive to get inflation back to 2%, and says central bank independence underpins the dollar’s status
linkedin.com/pulse/feds-hamm…
#Fed #FOMC #Dollar #MonetaryPolicy
Let's explore economists' insights & Institutional bets on the next BoE Decision!
#BoE #InterestRates #UKInflation #Bailey #MPC #PoundStrength #UKBudget
