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5年かけて開発した「BABYLON'S FALL」は好調なんやろ?
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米国金利低下は、早くとも(at the earliest)秋口、もしかしたら11月の大統領選後まで下がることはないかも( maybe not until after the elections in November)。 まだ半年はある( for several more months and potentially through Election Day in November)。 >This week in Bidenomics: Inflation staycatio At the start of 2024, investors thought it very likely that tamed inflation would let the Fed start cutting interest rates in the first half of the year, bringing a bit of relief to car and home buyers financing their purchases with loans. Now it looks like no help on rates is coming until the fall, at the earliest, and maybe not until after the elections in November. But the Fed has made clear it’s not going to cut interest rates until it’s really sure inflation is gone. And it’s not gone yet. So rates are likely to stay where they are for several more months and potentially through Election Day in November.
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BoAのMcelligottさん "Regarding the QRA, I expect a modestly bullish Bond reaction, anticipating a significantly lower overall financing estimate to be announced 4/29 (a lumpy reduction downwards to $125B-$150B, vs their prior borrowing estimate being $202B for Apr-Jun period), thanks to strong tax receipts on wages and capital gains, which will then push TGA towards $1T to then be drawn-down from via Govt spending and announced Treasury buybacks..." "... This is constructive for Bonds no doubt, yet meaningfully less market impactful than the Fall 2023 QRA "issuance twist" shock, with Treasury's massive upgrade to Bills versus substantial slowing in Coupon sales, which almost to the day marked the end of the UST long-end "term-premium rebuild" / Duration selloff which had been plaguing markets through impulse tightening of FCI from August into late October of last year (S&P -10.0% / NDX -9.8% / RTY -17.9% btwn start Aug'23 into the QRA initial estimate in late Oct '23)."
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Metaの決算ではAI関連の投資は増やすとあります 下記引用 Meta said it expects April-June revenue in the range of $36.5 billion-$39 billion, with a midpoint of $37.8 billion, compared with analysts' estimates of $38.3 billion, according to LSEG data. The company raised its forecast for expenses this year to support investments in new AI products and the computing infrastructure needed to support them, adding that it expected spending would continue to increase next year. It raised its 2024 total expense forecast to $96 billion-$99 billion, from $94 billion-$99 billion. It also expects 2024 capital expenditure to fall within a range of $30 billion-$40 billion, up from its earlier forecast of $35 billion-$37 billion, it said.
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安くなれば買われる逆を言えば買われても期待ほど良くないなら売られる。決算見越して割安なら買われるが期待ほど良くないなら再びfall down
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The PMI results do not look good for stock prices. I feel that stocks will fall as demand declines.
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Monetary policy has been tight for the longest streak since 2007 We think the combination of stringent policy And a financial system that’s fundamentally not resilient to high rates Will result in a severe recession when the dominoes start to fall 金融政策の引き締めは2007年以来最長の期間続いている 厳しい政策と金融システムの組み合わせは 高金利に基本的に強くない金融システム ドミノ倒しが始まったとき、深刻な景気後退を招くだろう。
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Big tech is dominating earnings season: Excluding the top 5 earnings contributors, S&P 500 earnings are expected to fall 6% in Q1 2024. The largest estimated net income contributors are Nvidia, Amazon, Meta, Google, and Microsoft. Meanwhile, these 5 companies' earnings combined are expected to grow by 64.3% in Q1 2024. In other words, the S&P 5's earnings are expected to grow by 10 TIMES more than the S&P 495's earnings are expected to decline. Markets can't afford another pullback in tech stocks. The bar is set very high. 大手テクノロジー企業が決算シーズンを席巻: 収益貢献度上位5社を除くと、S&P 500の収益は2024年第1四半期に6%減少すると予想されています。 純利益への貢献度が最も高いと推定される企業は、Nvidia、Amazon、Meta、Google、Microsoft です。 一方、これら 5 社の収益を合わせると、2024 年第 1 四半期には 64.3% 増加すると予想されています。 言い換えれば、S&P 5 の収益は、S&P 495 の収益が減少すると予想されるよりも 10 倍も増加すると予想されます。 市場はハイテク株のさらなる下落を許容できない。 基準は非常に高く設定されています。
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Dr. Simon Goddek @goddeketal Big shoutout to everyone who didn't fall for the Covid vaccine propaganda campaign, and to those who had the balls to acknowledge they were being tricked. による英語からの翻訳 新型コロナウイルスワクチンの宣伝キャンペーンに騙されなかった皆さん、そして騙されていたと認める勇気を持った皆さんに大声で感謝します。 https://x.com/goddeketal/status/1782212647758278878 コロワクは既に過去 しかし後遺症の損切(解毒)はこれからが本番 イベとかV-D3と共にナットウキナーゼは重宝されています これから世界が注目するナットウキナーゼ(の株)と言う事をお忘れなく
リストラのレポート出てら🤔 …
2024/05/02 20:56
リストラのレポート出てら🤔 コレは・・・確かに減ってるけど、 去年の今頃は銀行破綻の真っ只中、 「少ない」と言えるのか? とか思ってたら 厳しいコメントが付いてたw ● April 2024 Job Cuts Announced by US-Based Companies Fall; More Cuts Attributed to TX DEI Law, AI in April (Challenger, Gray & Christmas, Inc. PUBLISHED MAY 2, 2024) https://www.challengergray.com/blog/april-2024-job-cuts-announced-by-us-based-companies-fall-more-cuts-attributed-to-tx-dei-law-ai-in-april/ > 4月のリストラは先月の90,309件から28%減って64,789件 > これは前年同月の66,995件から3.3%減 > 4月までの累計は322,043件。前年337,411件より4.6%減。 > 「労働市場はタイトなままだ。しかし労働コストが上がり続けてるため、企業は雇用を減速させ、さらなるリストラが必要となると我々は予想する。この4月の減少は嵐の前の静けさとなるかもしれない」