Rodolfo Ignacio Gebauer Werner
Hello everyone A great week of results is coming, where they report some of the 'magnificent seven': • Tuesday: $TSLA (Tesla Motors, Inc.), $V (Visa) • Wednesday: $BA (Boeing), $IBM (International Business Machines Corporation (IBM)), $META (Meta Platforms Inc) • Thursday: $GOOG (Alphabet), $INTC (Intel), $MSFT (Microsoft) All this in an environment in which the market has fallen sharply this last week. Last Friday $NVDA (NVIDIA Corporation) did sink 10%. While Meta and Amazon also ended with losses. In fact, the $SPX500 is currently below 5,000 and Friday was its sixth consecutive drop, the longest losing streak since October 2022. The falls are largely explained by poor inflation data (which would delay rate cuts). The Fed and its president, Jerome Powell, reaffirmed that rate cuts are likely to take longer than expected. In addition, there are geopolitical risks that could also generate greater inflation in assets such as $GOLD or $OIL That's all, pay attention to the companies that report within my portfolio such as Google, Visa and Meta