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24 Jan 2024

The key role played by central banks liquidity, as highlighted by Matt King

Many seem surprised by the new record highs in the S&P, given an ambiguous outlook and a backdrop of supposedly tight rates. They are a lot less surprising when you consider that central banks' balance sheet policy has been remarkably easy. Over the past 14 months, the Fed alone has added nearly $500bn, and global central banks over $1.25tn, in liquidity. Source: BofA

24 Jan 2024

THE SUPER ELECTION YEAR: 2024 is seeing national elections in more than 60 countries worldwide

Around 2 billion voters - approximately a quarter of the world's population - are expected to be heading to the polls this year. 2024 has been dubbed a super election year or even the biggest election year in history - aided by closely watched elections in populous countries like United States, Mexico, India and Indonesia, among others, that will be going ahead this year. Source: Statista

24 Jan 2024

It's official: markets are no longer expecting a FED rate cut in March 2024.

There's still a ~42% chance of rate cuts beginning in March, but this is a major shift in expectations. Just two weeks ago, markets saw a 90% chance of rate cuts beginning in March. Odds of rate cuts beginning at next week's Fed meeting are now down to ~2%. We are still seeing ~150 bps of interest rate cuts priced-in to futures. But, Fed pivot hopes are slowly pulling back. Source: The Kobeissi Letter

24 Jan 2024

Netflix adds 13.1 million subscribers, tops revenue estimates as membership push gains steam

KEY POINTS -> Netflix added 13.1 million subscribers during the fourth quarter. The company now has 260.8 million paid subscribers. • Subscribers +13M Q/Q to 260M. -> The company also topped Wall Street’s revenue expectations. • Revenue +12.5% Y/Y to $8.8B ($0.1B beat). • Operating margin 17% (+10pp Y/Y). • EPS $2.11 ($0.11 miss). -> Q1 FY24 Guidance: • Revenue +13% Y/Y. • Operating margin 26%. Source: App Economy Insights, CNBC

24 Jan 2024

Tesla is reporting results tonight?

Who wants to play $TSLA earnings call bingo? 😂 Source: Markets & Mayhem

24 Jan 2024

Could this signal a bottom in Hong Kong stock market?

The index's P/B is now at a level that preceded the three biggest rallies (81%, 43%, 55%) over the last decade. Source: Bloomberg, David Ingles

24 Jan 2024

JUST IN: APPLE NOW PLANS CAR FOR 2028 WITH LESS AMBITIOUS AUTONOMY GOALS

Apple $AAPL reportedly now plans to launch its Apple Car in 2028 at the earliest back from 2026 and will now use a Level 2+ autonomous system down from its previously planned Level 4 - Bloomberg. source: Evan @ StockMKTNewz

24 Jan 2024

Reality

Source: corporate rebels

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