US - Market Strategy 04 (Jul 25 - Dec 27)

[behappyalways]

April y/y CPI was 3.8%

The Cleveland Fed’s inflation nowcast has May y/y CPI jumping to 4.2%.
https://x.com/biancoresearch/status/2058162957641474110

[winston]

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

Goldman Sachs (GS)... financial giant
Morgan Stanley (MS)... financial giant
Toronto-Dominion Bank (TD)... financial services
MetLife (MET)... insurance
Apple (AAPL)... Big Tech
Dell Technologies (DELL)... laptops and PCs
Cisco Systems (CSCO)... networking tech
Advanced Micro Devices (AMD)... semiconductors
Tower Semiconductor (TSEM)... semiconductors
Delta Air Lines (DAL)... airline
Anheuser-Busch InBev (BUD)... brewing giant
Ross Stores (ROST)... discount retail

NEW LOWS OF NOTE LAST WEEK

PDD (PDD)... Chinese e-commerce
CAE (CAE)... flight training
Li Auto (LI)... Chinese EV-maker
Trip.com (TCOM)... "China's Priceline"
Comstock Resources (CRK)... natural gas

Source: Daily Wealth