☕ Monday Market Breakfast ☕
Central banks are driving markets this week. The main event is Wednesday’s expected US interest-rate rise—but what the Federal Reserve says about future increases could matter even more. My gut tells me that there wont be a hike, but the market strongly disagrees!
📅 **Macro**
🇬🇧... Show More
The big print today is CPI! But within the numbers, we're looking at core CPI as the catalyst to pump or dump the market.
☝️$SPY & $QQQ (Invesco QQQ) are waiting for the print that they got moved from last week as Fed Waller, a voting member of the FOMC, is paying very close attention to... Show More
Monday Market Breakfast ☕
Here’s what matters this week for our portfolio!
🇺🇸 Market setup
US markets are closed Monday for Labor Day.
Trading resumes Tuesday, with inflation and interest rates firmly in focus.
📅 Inflation is this week’s main macro catalyst
PPI: Thursday at 1:30 p.m. UK time.
CPI:... Show More
## MMC Mid-Week Market Check ☕
Three themes for today’s livestream:
1️⃣Market check
👷 **Friday’s jobs report:** Markets expect roughly **53,000 new jobs** and unemployment to remain at **4.1%**. ADP payrolls already came in weaker than expected.
A softer—but not disastrous—report could lower bond... Show More
Monday Market Breakfast ☕
Here’s what matters this week—in under one minute.
📅 Macro Catalyst :
Tuesday brings JOLTS and ISM Manufacturing at 3:00 p.m. UK time. Wednesday’s Fed Beige Book follows at 7:00 p.m.
👮Friday is the defining event: US payrolls, unemployment and wage growth at 1:30 p.m. After... Show More
🎯 MMC $NVDA (NVIDIA Corporation) Earnings Preview — Rally or Dump?
Like and subscribe on the first comment to join the watch party
My expectations:
💰 Revenue: $ 95 billion
📈 Adjusted EPS: $ 2.11
🏢 Data-centre revenue: $ 88 billion
⚠️Gross Margin 76%
I also belive that this will affect the... Show More
🚀 Rally
100.00%
📉 Dump
100.00%
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