Waton Securities International Limited

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[Waton Securities International Limited @WatonSecurities]

US November CPI rose 2.7% YoY and 0.3% MoM, a seven-month high, meeting expectations. "New Fed Wire" suggests inflation is picking up, posing challenges for Trump and the Fed.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Macron accepts Barnier's resignation amid calls for his own resignation. Polls show over 60% of French support his resignation.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Powell: The economy is stronger than expected; the Fed can be more cautious with rate cuts. Trump can't appoint a shadow Fed chair.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

The market is watching for two key figures in Trump's cabinet, with hopes for a "safe plan" involving Wash as Treasury Secretary to moderate Trump's tariff policies and maintain fiscal discipline.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Iran halts production of high-enriched uranium, affecting oil prices. The IAEA reports this move, suggesting Iran may address the nuclear stalemate with the West.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Where will the Fed's rate cuts end? Goldman Sachs suggests around 3.25%-3.5%, 100 basis points higher than the last peak. This is due to increased bond yields and updated economic models, also supported by strong fiscal spending and risk appetite.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

The Federal Reserve cut rates by 25 basis points but hinted at a possible pause in December. Powell said rate cuts could slow down, and Trump can't fire him.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Nasdaq 100 and Amazon hit records. Tech leaders congratulate Trump. Tesla jumps 15%, boosting Musk's wealth by $20.9 billion.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

"New Fed News": This week's rate cut is expected, but future challenges loom. Timiraos says a 25bp cut is likely, with the Fed avoiding election focus. Contradictory data and post-election policy uncertainty will complicate rate decisions.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Amazon Q3 profits beat estimates, cloud growth accelerates, and after-hours stock jumps 6%. EPS surges 55%, and profit margins hit a new high.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

The UK's new budget proposes a £40 billion tax hike, the largest since 1970, targeting overseas wealthy individuals and energy companies, with tax increases on capital gains, inheritance, and windfall taxes.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Apple has launched a new iMac with the powerful M4 chip and AI features, starting at $1,299, available for pre-order and shipping on November 8th.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Arm may revoke Qualcomm's license, impacting AI devices and causing billions in losses.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Analysts warn that Nvidia's market could be unsustainable without terminal demand to support its infrastructure investments.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Elon Musk's xAI debuts an API with bold pricing, suggesting new model integrations. It connects Grok AI to databases and search engines.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

TSMC Q3 net profit jumps 54% YoY, gross margin hits record high, AI demand strong. Full-year revenue forecast raised to 30%, capital spending likely to increase next year.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

LVMH's Q3 revenue fell for the first time since the pandemic, missing expectations and causing a 10% stock drop. The luxury group's results were below analyst forecasts across all divisions.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

Hong Kong Chief Executive Lee Ka Chiu will deliver his third policy address. He is expected to announce measures to strengthen Hong Kong's position as a global financial hub.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

US September CPI rose 2.4% YoY, the lowest since February 2021, slightly above expectations of 2.3%. Core CPI was up 3.3% YoY, exceeding the expected 3.2%.#waton #watonsecurities

[Waton Securities International Limited @WatonSecurities]

The 2024 Nobel Prize in Chemistry was awarded to developers of AlphaFold for creating proteins with AI, emphasizing the Nobel Committee's preference for AI.#waton #watonsecurities