Syz the moment

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

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

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

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

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

Source: corporate rebels

ASML (ASML NA) confirmed once again the bull trend by breaking 700 to the upside. Next level to keep an eye is all time high 777.50. Source : Bloomberg

If we do, however, they tend to decline They say the economy isn't the market, but in this example it could have a measurable impact on the outcome Source: Markets & Mayhem