Outline ·
[ Standard ] ·
Linear+
USA Stock Discussion v8, Brexit: What happens now?
|
SUSTOS
|
Apr 12 2023, 09:04 AM
|
|
Pity the Asian rich. WSJ MARKETS Credit Suisse’s Risky-Bond Wipeout Hurts Asia’s Rich Private bankers from UBS, other international banks had pushed AT1 securities to their wealthy clients https://www.wsj.com/articles/credit-suisses...share_permalinkYet another proof that private bankers job is to leech on your wealth, not to make you even richer
|
|
|
|
|
|
xander2k8
|
Apr 12 2023, 11:55 AM
|
|
QUOTE(TOS @ Apr 12 2023, 09:04 AM) Pity the Asian rich. WSJ MARKETS Credit Suisse’s Risky-Bond Wipeout Hurts Asia’s Rich Private bankers from UBS, other international banks had pushed AT1 securities to their wealthy clients https://www.wsj.com/articles/credit-suisses...share_permalinkYet another proof that private bankers job is to leech on your wealth, not to make you even richer  A lot of Asian family offices took a beating from it thinking it was ultra safe 🤦♀️
|
|
|
|
|
|
ozak
|
Apr 12 2023, 02:44 PM
|
|
Is tonight going to be red after CPI? Almost $66b shorting the S&P500 by hedge funds. Something they know?
|
|
|
|
|
|
xander2k8
|
Apr 12 2023, 02:56 PM
|
|
QUOTE(ozak @ Apr 12 2023, 02:44 PM) Is tonight going to be red after CPI? Almost $66b shorting the S&P500 by hedge funds. Something they know? Definitely red because late selling last night They know that the numbers either is stagnant or inch up higher slightly but it will be 6 for sure
|
|
|
|
|
|
adam1190
|
Apr 12 2023, 03:22 PM
|
|
QUOTE(xander2k8 @ Apr 12 2023, 02:56 PM) Definitely red because late selling last night They know that the numbers either is stagnant or inch up higher slightly but it will be 6 for sure the forecast 5.1% to 5.3% by the wall street banks, unlikely it gonna be 6.. oil price has gone down a lot compared to a year ago..
|
|
|
|
|
|
xander2k8
|
Apr 12 2023, 03:27 PM
|
|
QUOTE(adam1190 @ Apr 12 2023, 03:22 PM) the forecast 5.1% to 5.3% by the wall street banks, unlikely it gonna be 6.. oil price has gone down a lot compared to a year ago.. Look at the CPI YoY not the actual numbers Feb spike up 6% YoY 🤦♀️ Oil price has not go down as much because it is winter season now Wait till summer when driving seasons start oil price will go back up thanks to OPEC cuts recently will only start to take effect come May 🤦♀️ Don’t be so happy yet because come next month another shock and awe coming soon by Powell if tonight numbers doesn’t have a reading that he wants
|
|
|
|
|
|
Cubalagi
|
Apr 12 2023, 03:53 PM
|
|
QUOTE(TOS @ Apr 12 2023, 09:04 AM) Pity the Asian rich. WSJ MARKETS Credit Suisse’s Risky-Bond Wipeout Hurts Asia’s Rich Private bankers from UBS, other international banks had pushed AT1 securities to their wealthy clients https://www.wsj.com/articles/credit-suisses...share_permalinkYet another proof that private bankers job is to leech on your wealth, not to make you even richer  Higher risk higher returns. AT1 bonds were giving attractive interest rates. And now after this CS default, even more attractive. Eg HSBC USD AT1 now is yielding10.xx % pa. I think it peaked at 13% last month. Very tempting. This post has been edited by Cubalagi: Apr 12 2023, 03:54 PM
|
|
|
|
|
|
adam1190
|
Apr 12 2023, 08:58 PM
|
|
QUOTE(xander2k8 @ Apr 12 2023, 03:27 PM) Look at the CPI YoY not the actual numbers Feb spike up 6% YoY 🤦♀️ Oil price has not go down as much because it is winter season now Wait till summer when driving seasons start oil price will go back up thanks to OPEC cuts recently will only start to take effect come May 🤦♀️ Don’t be so happy yet because come next month another shock and awe coming soon by Powell if tonight numbers doesn’t have a reading that he wants It only went up 5% yoy as oil price has fall rapidly compared to a year ago
|
|
|
|
|
|
ozak
|
Apr 12 2023, 08:59 PM
|
|
CPI 5.0%!
Enjoy the rally.
|
|
|
|
|
|
adam1190
|
Apr 12 2023, 09:01 PM
|
|
QUOTE(ozak @ Apr 12 2023, 08:59 PM) CPI 5.0%! Enjoy the rally. But core cpi still high..oil price is slowly going back up now..
|
|
|
|
|
|
xander2k8
|
Apr 12 2023, 09:17 PM
|
|
QUOTE(adam1190 @ Apr 12 2023, 08:58 PM) It only went up 5% yoy as oil price has fall rapidly compared to a year ago The 6% was Feb numbers I mentioned earlier 🤦♀️ 5% YoY is still high by all means because it is only cooled slightly In fact oil prices has not fell rapidly as you think because new price hike haven’t factored in because of the low winter demands 🤦♀️ and it is lowered because Biden flushed down the price with SPR 🤦♀️ You will see oil price goes back up once SPR is need to be refilled coupled with summer driving seasons 🤦♀️
|
|
|
|
|
|
xander2k8
|
Apr 12 2023, 09:18 PM
|
|
QUOTE(ozak @ Apr 12 2023, 08:59 PM) CPI 5.0%! Enjoy the rally. Market haven’t factored in PPI yet so don’t be so happy yet 🤦♀️ A 25bps is most likely next month and chances for a pause will be discussed by now
|
|
|
|
|
|
ozak
|
Apr 12 2023, 10:56 PM
|
|
Now I understand why the hedge funds short the S&P500.
Company going to report Q1 earning. Expecting result not good.
Brace for the impact.
|
|
|
|
|
|
xander2k8
|
Apr 13 2023, 02:42 AM
|
|
QUOTE(ozak @ Apr 12 2023, 10:56 PM) Now I understand why the hedge funds short the S&P500. Company going to report Q1 earning. Expecting result not good. Brace for the impact. Yes earning season starting this Friday with major banks coming out But the impact will be towards next month as it is good time now to pick up some defensive stocks now at good value
|
|
|
|
|
|
SUSTOS
|
Apr 13 2023, 04:00 PM
|
|
WSJ Markets: Heard on the Street » Click to show Spoiler - click again to hide... « Warren Buffett’s Japan Bet Is Paying Off Big The celebrated stock picker has focused his lens on some apparently humdrum Japanese stocks, which turned out to do very well https://www.wsj.com/articles/warren-buffett...share_permalink-------------------- Medical-Device Makers Gain Amid Return to Normalcy Stryker, Edwards Lifesciences and Boston Scientific beat broader healthcare sector as procedure volumes rebound and costs stabilize https://www.wsj.com/articles/medical-device...share_permalink----------------------- For Regional Banks, Surviving Won’t Be the Same as Thriving Coming earnings reports potentially show painful steps lenders took to stay afloat in banking crisis https://www.wsj.com/articles/for-regional-b...share_permalink------------------------ Bank Losses Can Be Gains for This Money Fund Federated Hermes is one of the biggest players in money-market fund management, and its stock has gotten a boost alongside the recent surge of cash into those vehicles https://www.wsj.com/articles/bank-losses-ca...share_permalink--------------------------- New Normal for PCs Looks Worse Than the Old One Layoffs, budget constraints and return to office shift complicate theory of permanent gain https://www.wsj.com/articles/new-normal-for...share_permalink
|
|
|
|
|
|
AthrunIJ
|
Apr 14 2023, 08:52 AM
|
|
QUOTE(ozak @ Apr 12 2023, 08:59 PM) CPI 5.0%! Enjoy the rally. Expecting bear instead of rally. 👀🍿🍷🤭
|
|
|
|
|
|
ozak
|
Apr 14 2023, 08:55 AM
|
|
QUOTE(AthrunIJ @ Apr 14 2023, 08:52 AM) Expecting bear instead of rally. 👀🍿🍷🤭 The market still not back to its actual condition. Good news is bad news.
|
|
|
|
|
|
AthrunIJ
|
Apr 14 2023, 08:58 AM
|
|
QUOTE(ozak @ Apr 14 2023, 08:55 AM) The market still not back to its actual condition. Good news is bad news.  The beauty of market. Unpredictable 👀🍿🍷🤭
|
|
|
|
|
|
xander2k8
|
Apr 14 2023, 12:32 PM
|
|
QUOTE(AthrunIJ @ Apr 14 2023, 08:52 AM) Expecting bear instead of rally. 👀🍿🍷🤭 Not yet started wait after next week once the early earnings results season disappoints QUOTE(ozak @ Apr 14 2023, 08:55 AM) The market still not back to its actual condition. Good news is bad news.  Yes and today is the start of earning seasons kickoff by major banks with next week very volatile coming with regional banks and the big tech week after next
|
|
|
|
|
|
adam1190
|
Apr 14 2023, 12:37 PM
|
|
QUOTE(xander2k8 @ Apr 14 2023, 12:32 PM) Not yet started wait after next week once the early earnings results season disappoints Yes and today is the start of earning seasons kickoff by major banks with next week very volatile coming with regional banks and the big tech week after next any possibility that the the results will be good instead?
|
|
|
|
|