Beck-Friis

Beck-Friis Hello I'm Beck-Firrs, Senior Vice President of PIMCO Global Investments.

04/19/2024

📌U.S. stock market outlook in early trading | FED interest rate hike remarks + explosions in the Middle East! Three major futures all fell before the market opened, and U.S. bond yields soared

As the possibility of the Federal Reserve raising interest rates has been put on the "table" again by Federal Reserve officials, and geopolitical risk aversion in the Middle East has further increased, markets in many places in Asia fell sharply shortly after the opening on Friday (April 19). At the same time, commodity prices such as gold and crude oil jumped rapidly. The Nikkei 225 Index opened lower and moved lower today, with an intraday drop of 2.66%. The MSCI Asia Pacific Index latest fell 2.3%, which may be the biggest drop since March 2023. In addition, the three major U.S. stock index futures also fell by more than 1% during the day.

⭐️In terms of economic data, Japan’s March CPI data deserves special attention. Japanese inflation rose sharply in February after a year of decline. Year-on-year core CPI growth rose to 2.8% from 2.0%, while the Bank of Japan's target is for inflation to reach 2%. However, while overall CPI is expected to rise moderately further, core CPI growth is expected to slow to 2.6% year-on-year.
⭐️In terms of financial events, Atlanta Fed President Bostic spoke on the economic outlook, monetary policy and real estate issues; Chicago Fed President Goolsby participated in the question and answer session.
⭐️In terms of financial reports, $Procter & Gamble (PG.US)$ and $American Express (AXP.US)$ will release their results before the U.S. stock market opens.

04/18/2024

📌U.S. stock market outlook in early trading | The number of people filing for unemployment benefits in the United States last week was 212,000, lower than expected

TSMC’s Q1 revenue and net profit both exceeded expectations. $ TSMC (TSM.US) $ Q1 revenue in 2024 was NT$592.64 billion, a year-on-year increase of 16.5%, a decrease of 5.3% month-on-month. Q1 net profit was NT$225.49 billion, a year-on-year increase of 8.9% , a month-on-month decrease of 5.5%, both higher than market expectations. TSMC expects revenue growth in 2024 to reach the mid-to-low 20% range in U.S. dollar terms. President Wei Zhejia mentioned that TSMC’s healthy growth goals for this year remain unchanged. However, the growth forecast for the global foundry industry has been revised downwards, from the previous forecast of 20% to 10%.

⭐️In terms of economic data, the number of initial jobless claims in the United States in the week ending April 13 and the April Philadelphia Fed Manufacturing Index are worthy of attention.
⭐️In terms of financial events, the Federal Reserve released the Beige Book of Economic Conditions. The U.S. economic situation is one of the important considerations for Federal Reserve officials in deciding future monetary policy.
⭐️In terms of financial reports, US stocks $TSM (TSM.US)$ will release results before the market opens, while $NFLX (NFLX.US)$ will announce new quarterly results after the market opens. Investors need to pay close attention to both.

‼️Important notice, please check it carefully!Last Friday, our team's AI detection system detected that the U.S. stock m...
04/17/2024

‼️Important notice, please check it carefully!

Last Friday, our team's AI detection system detected that the U.S. stock market [IZM][MNDR] will experience a serious downward trend in the near future. Our team also gave the best investment direction and made profits after entering the market appropriately.

⭐️If you are still worried about not being able to choose the best investment in U.S. stocks, please contact us to get the latest AI screening U.S. stock investment strategy to let you know the best investment opportunities and entry times in the current market

04/17/2024

📌U.S. stock market outlook in early trading | Global risk appetite has risen to its highest level in the past two years! Bank of America: Institutions significantly increase their holdings of stocks and commodities

Bank of America conducted a survey of fund managers at 224 asset management companies around the world from April 5 to 11, covering $638 billion in assets under management. Survey results show that in April this year, global risk sentiment has soared to the highest level since January 2022. At the same time, the market's allocation of commodities has also seen historic growth. Global equity exposure rose to a net increase of 34%, matching the January 2022 peak and a 27-month high. The proportion of cash in assets under management fell to 4.2% from 4.4% last month.

⭐️In terms of economic data, the United States will release EIA crude oil inventories and strategic petroleum reserve inventories for the week to April 12.
⭐️In terms of financial events, Federal Reserve Chairman Powell will participate in a question and answer session, and FOMC Permanent Voting Committee, New York Fed President Williams, 2024 FOMC Voting Committee, and Richmond Fed Chairman Barkin will deliver speeches.
⭐️In terms of financial reports, US stocks $ASML (ASML.US)$ and $Abbott (ABT.US)$ will release results before the market opens.

📌Tensions in the Middle East continue to take center stage! You can focus on the trends of crude oil, gold, etc.!⭐️In th...
04/14/2024

📌Tensions in the Middle East continue to take center stage! You can focus on the trends of crude oil, gold, etc.!

⭐️In the early morning, Iran launched a large-scale attack on Israel through missiles and drones, which meant that tensions in the Middle East escalated again. Since Iran launched the attack over the weekend, the impact of the conflict on global financial markets will not be felt until next Monday. How the situation in the Middle East will evolve is also one of the biggest highlights next week.

Market risk aversion is rising, precious metals, crude oil and other assets have risen sharply, gold prices have once again hit a new record high, and oil prices have jumped to the highest level since October last year.

⭐️If you are not sure whether the inventory in hand will be affected, you can send me the inventory code and I can analyze and avoid risks for you.

04/12/2024

⭐️In terms of economic data, the United States will announce the monthly import price index in March, the initial value of the University of Michigan consumer confidence index in April, and the one-year inflation rate expectation in April; China will announce the annual import/export rate in March and the trade balance in March.
⭐️In terms of financial events, Boston Fed President Collins spoke at the Economic Club of New York, and Atlanta Fed President Bostic spoke.
⭐️In terms of financial reports, large financial institutions such as JPMorgan Chase (JPM.US), Wells Fargo (WFC.US) and Citigroup (C.US) released financial reports before the market opens today.

Today after monitoring by our AI artificial machine, we monitored that there was a movement of money in that stock, so w...
04/10/2024

Today after monitoring by our AI artificial machine, we monitored that there was a movement of money in that stock, so we analysed that stock in time and then shared it with the investors, so now everyone is making money and is profitable.

04/10/2024

⭐️In terms of economic data, the United States will announce March CPI, February wholesale sales monthly rate, API/EIA crude oil inventories for the week to April 5, etc.
⭐️In terms of financial events, Bank of Japan Governor Kazuo Ueda gave a speech; Federal Reserve Board Governor Bowman gave a speech on Basel capital requirements.
⭐️In terms of financial reports, $Delta Airlines (DAL.US)$ will announce its financial results before the market opens today.

📌U.S. stock market outlook in early trading | The three major futures indexes rose collectively, and the Fed's expectati...
04/09/2024

📌U.S. stock market outlook in early trading | The three major futures indexes rose collectively, and the Fed's expectations for an interest rate cut this year reached the lowest level since October last year

On Tuesday, gold continued to maintain its upward momentum and once again set a new all-time high, reaching an intraday high of $2,365.39 per ounce. Major Wall Street banks have raised their target prices, and UBS has raised its forecast for gold prices and predicted that retail investors' buying will become the next catalyst for gold to continue to rise. Citi analysts also raised their gold price targets late last week, raising their three-month price targets for gold and silver by 9% and 16%, respectively, to $2,400 per ounce and $28 per ounce.

Since many varieties directly correspond to the "Periodic Table of Elements", many investors in the commodity market will vividly compare the market prices of non-ferrous metals to the "Periodic Table of Elements" prices. At present, in addition to gold and silver, which are being "tested" in the field of precious metals, copper, an industrial metal, is also attracting the attention of more and more market participants. On Monday, LME copper futures prices hit a high of $9,484.50, setting a new high in 14 months.

⭐️In terms of economic data, the United States will announce the NFIB Small Business Confidence Index in March; China will irregularly announce new RMB loans in March, the annual rate of M2 money supply in March, and the scale of social financing in March from April 9 to April 15. Financial data; Hong Kong will release March foreign exchange reserves.

04/08/2024

📌U.S. stock market outlook in early trading | Interest rate cut expectations collapse! Tesla rose nearly 3% before the market opened, and the three major futures indexes rose slightly before the market opened on Monday.

The U.S. Commerce Department said on Monday it would provide $6.6 billion in subsidies to Taiwan Semiconductor Manufacturing Company (TSM) to build an advanced semiconductor factory in Phoenix, Arizona, and provide up to $5 billion in low-cost government loans. When announcing the preliminary agreement reached by the two parties, the Commerce Department said that TSMC agreed to expand its original planned investment by US$25 billion to US$65 billion and add a third factory in Arizona by 2030.

Happy Easter to all of you.
03/31/2024

Happy Easter to all of you.

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