Investment Strategies 05 (Nov 23 - Dec 26)

[winston]

Low inflation, interest rate cuts and no recession in 2024? Not so fast

There is reason for optimism after the Federal Reserve’s surprise interest rate decision but there are also still plenty of reasons for caution

The fact that markets are expecting the smoothest of touchdowns for the US economy next year should be ringing alarm bells

by Nicholas Spiro

Source: SCMP

https://www.scmp.com/comment/opinion/ar ... ot-so-fast

[winston]

9 economic trends to watch in 2024

by Sam Ro

1. Labor market: How cool will it get?
2. Inflation: Is the worst behind us?
3. Monetary policy: Tight for how long?
4. Sentiment: Finally a vibe-spansion?
5. Economic growth: Slowdown, recession, or something else?
6. Corporate profit margins: Will they hold up?
7. Interest expense: Will it become a problem?
8. Corporate earnings: Better or worse than the growth expected?
9. Stock market: Will it do what it usually does?

Source: Yahoo Finance

https://finance.yahoo.com/news/9-econom ... 19805.html

[behappyalways]

"The main focus of US stock investment this year: loosening VS. slowing expansion"

'24.01.11【豐富│財經起床號】黃詣庭談「今年美股投資主軸：寬鬆 VS. 擴張放緩」

https://m.youtube.com/watch?v=0GNpl53d1rA

[behappyalways]

"Inflation is sticky, interest rate cuts are slow and the US stock market is under pressure to reverse!"

24.02.15【豐富│財經起床號】黃詣庭談「通膨黏、降息緩 美股回檔壓力現！」

https://m.youtube.com/watch?v=KfOGumVtaHQ

[behappyalways]

"The rise in U.S. stocks is temporarily paused, two variables will affect the market outlook"

24.02.29【豐富│財經起床號】黃詣庭談「美股漲多暫歇 兩變數左右後市」

https://m.youtube.com/watch?v=7JFaf5WftiE

[behappyalways]

"Watching Powell's hearing, US stocks fluctuate at high levels"

'24.03.07【豐富│財經起床號】黃詣庭談「觀望鮑威爾聽證會 美股高檔震盪」

https://m.youtube.com/watch?v=nYtV16ArAWs

[behappyalways]

"No fear of rising inflation, S&P hits new high"

'24.03.14【豐富│財經起床號】黃詣庭談「無懼通膨回溫 標普再創新高」

https://m.youtube.com/watch?v=iJ6mDxaJK_k

[behappyalways]

"The next step for the Fed? Interpretation of the latest FOMC"

'24.03.21【豐富│財經起床號】黃詣庭談「聯準會的下一步？解讀最新FOMC」

https://m.youtube.com/watch?v=bvqgCHVk4co

[behappyalways]

"U.S. stocks have hit new highs repeatedly. Is there still a high point to be expected?"

'24.03.28【豐富│財經起床號】黃詣庭談「美股屢創新高 尚有高點可期？」

https://m.youtube.com/watch?v=iepWNQVMfPw

[behappyalways]

Who will be the biggest winner in the AI ​​gold rush?

AI掏金熱 誰會是最大贏家？【Yahoo TV ＃風向龍鳳配】

https://m.youtube.com/watch?v=uHCDhy_ZZfQ