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October 28, Economic Pulse – Key Events This Week
Key Events This Week Technology sector reporting Next week will be full of financial reports, and investors will pay attention to the publications of major technology companies, which may determine the market dynamics for the rest of the year. Of particular interest will be the results of Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL) and Meta (NASDAQ: META). These companies, as market leaders, traditionally set the tone for the entire sector, and any unexpected results could affect market sentiment and lead to volatility in the Nasdaq. Inflation and Labor Market Data in the U.S. Economic data will also be in focus, with the Personal Consumption Expenditure…
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October 21, Economic Pulse – Key Events This Week
Key Events This Week Tesla Earnings and Tech Stock Valuations Tesla’s upcoming earnings report will be a crucial indicator of the overall health of tech stocks. A disappointing performance could exacerbate concerns about stretched valuations in the sector, particularly given the S&P 500’s elevated price-to-earnings ratio. Semiconductor Sector The semiconductor sector has experienced significant volatility in recent weeks, driven by factors such as ASML’s outlook and TSMC’s strong earnings. The sector’s performance will continue to be closely monitored, with companies like Texas Instruments and Lam Research reporting earnings this week. Economic Data and Central Bank Meetings The U.S. economy will be in focus with the release of…
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September 30, Economic Pulse – Key Events This Week
Key Events This Week The Fed and interest rates: The Fed recently began its interest rate cutting cycle with a large 50 basis point reduction. The labor market continues to be an important indicator for gauging future Fed actions. Labor Market Expectations: Economists forecast that the U.S. added 144,000 new jobs in October. Investors are hoping for data that will confirm a “soft landing” scenario for the economy, in which inflation is controlled without significantly damaging growth. Weak data could increase recession fears, while strong data could increase the likelihood that the Fed will cut rates less aggressively to avoid a spike in inflation. Jerome Powell Speech: Fed Chairman…
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August 23, Economic Pulse – Key Events This Week
Key Events This Week The Fed unexpectedly cut its key rate by 50 basis points which raised many questions. Against expectations: Most analysts had predicted a more moderate cut. Signals of trouble: Despite the Fed’s optimistic Fed’s optimistic statements about the state of the economy, the data pointed slowing growth and possible recession risks. Historical parallels: Similar sharp rate cuts in the past have been associated with crises. Political factors: The upcoming U.S. election could influence the Fed’s decisions to support the financial markets. Risks to the global economy: The Fed’s decision could cause volatility in financial markets and affect exchange rates. The main reasons for this…
