Uber’s shares dropped 7% on Wednesday following weaker-than-expected Q4 earnings, impacted by legal expenses and a strong US dollar, which is expected to reduce Q1 gross bookings by nearly $1 billion
$UBER $QQQ $SPY $TLT
According to the IMF, global growth is projected at 3.3% both in 2025 and 2026, below the historical (2000–19) average of 3.7%. Upward revision in the #UnitedStates offsetting downward revisions in other major economies
$SPY $QQQ #PresidentTrump
Stock Factor Analysis reveals that the composition of momentum can change dramatically from year to year, with a single sector comprising almost half of the factor constituents, as was the case with Tech concentration in 2019
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Why highet interest rates didn't do much harm to the U.S. economy? According to MorganStanley, "shadow banking" and wealth's concentration in large corporation and affluent households, have helped to mitigate the effect of the interest rate changes
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The Magnificent 7 tech stocks are expected to continue to outperform the rest of the index next year — but by only about 7 percentage points, the slimmest such margin in seven years.
$SPY $QQQ $AAPL $GOOGL $MSFT $NVDA $META $AMZN $TSLA
The #SP500 is forecast to have its third-straight year of gains amid solid economic expansion and steady earnings growth, according to Goldman Sachs Research. It is projected to rise to 6,500 by the end of 2025, +9% price gain from its current level (+10% TR)
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Germany’s economy, which has lagged behind its peers in recent years, faces a series of headwinds in 2025, including trade uncertainty with the US, still-high energy prices, and growing competition from China. $SPY $QQQ
Sentiment among companies in Germany has become gloomier. The ifo Business Climate Index fell in November to 85.7, down from 86.5 points in October. This was due primarily to the worse assessment of the current situation. Expectations fell slightly
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Strong housing demand and the rebound in labour mobility after the pandemic have helped to keep prices high, despite restrictive monetary policy, and have generated strong rises in housing rents in several advanced economies
$SPY $QQQ #housing $NVDA
Disappointing PMI Manufacturing data globally: US at 48.3 (expected 49.5, prior 49.7), Germany at 42.5 (expected 43, prior 43), and France at 41.9 (expected 43.2, prior 43.1). 📉 #Economy#PMI#Manufacturing $SPY $QQQ
Over the last 10 years, $SPY has delivered an even split of 5 positive and 5 negative month-over-month performances in January. As we approach January 2025, expectations remain uncertain, with historical data offering no clear directional bias
$QQQ #markets $NVDA
Today $REAL is surging, +38% intraday, following an upgrade from Wells Fargo to Overweight, with a price target of $15. According to Wells Fargo, the market has yet to fully recognize that the company has developed a concrete plan toward profitability.
$SPY $QQQ #MicroStrategy
According to OECD, Monthly indicators suggest stable near-term growth momentum for most economies. Business surveys point to continued growth but have recently weakened in several large European countries. $SPY $QQQ $TSLA $GME
According to #morganstanley, the #energy sector stands to benefit from #Trump's support for traditional energy through deregulation. However, it appears that the market has already priced in this outlook, as valuations are nearing their highest levels in the past 3y
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According to the OECD, the global GDP growth is projected to be 3.2% this year and 3.3% in 2025 and 2026. Low inflation, steady employment growth and less restrictive monetary policy will all help to underpin demand
$SPY $QQQ #MarketUpdates#Economics $GME $PONCH #marketresearch
📈 US JOLTS Job Openings for October came in at 7.744M, beating expectations of 7.465M and up from 7.372M in September! A positive surprise for the job market! 💼 #Economy#Jobs#MarketUpdate $SPY