Harris victory seen as most likely election outcome in latest CNBC Fed Survey
==========

Vice President Kamala Harris is viewed as more likely to win the 2024 presidential election than former President Donald Trump, according to a CNBC Fed Survey conducted from Sept. 12 to Sept. 14, 2024; 48% of 27 respondents predict a Harris victory, while 41% favor Trump; this marks a shift from July when 50% forecasted Trump would win; Harris has focused on economic policies aimed at the middle class, while Trump emphasizes tax cuts and tariffs; 56% believe Trump would be better for the stock market, but 52% think Harris would be better for the country overall; 100% expect Harris to respect Federal Reserve independence, compared to 42% for Trump; the Fed is expected to cut interest rates for the first time since March 2020.

#KamalaHarris #DonaldTrump #2024Election #CnbcFedSurvey #UsEconomy #FederalReserve #EconomicPolicy #StockMarket #ElectionPredictions #PublicOpinion

https://emeatribune.com/harris-victory-seen-as-most-likely-election-outcome-in-latest-cnbc-fed-survey/


Prediction: The Stock Market Will Go Up No Matter Who Wins the 2024 Election
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The economy is a major issue in the 2024 presidential election; 60% of respondents in a Motley Fool survey prioritize inflation; current inflation is nearing the Federal Reserve's target of 2%; housing faces a shortage of 4.5 million homes; since 1957, the S&P 500 has a CAGR of 7.4%, 9.8% under Democrats, and 6.0% under Republicans; median returns are 10.2% under Republicans and 8.9% under Democrats; returns under unified administrations are similar; the stock market performed best under Bill Clinton with a CAGR of 15.2%; the president has limited direct control over the economy; the stock market is expected to rise due to low unemployment (4.3%) and advancements in AI; investment decisions should not be based solely on the presidential election outcome.

#StockMarket #2024Election #Inflation #Economy #Investing #Ai #S&p500 #PresidentialImpact #FinancialTrends #MotleyFool

https://emeatribune.com/prediction-the-stock-market-will-go-up-no-matter-who-wins-the-2024-election/


All eyes on the Fed at Jackson Hole amid market rebound: What to know this week
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Stocks had their best week of 2024 with the S&P 500 rising nearly 4%, Nasdaq Composite up over 5.2%, and Dow Jones Industrial Average increasing almost 3%; Federal Reserve Chair Jerome Powell is expected to speak on August 23, 2024, at the Jackson Hole Symposium; Investors anticipate hints on interest rate cuts in 2024; Recent economic data shows inflation falling towards the Fed's 2% goal, with consumer spending stable and layoffs not increasing; Bank of America Securities' Michael Gapen notes the data supports a soft landing for the economy; Markets are pricing in a 76% chance of a 25 basis point rate cut by the end of September; Citi projects S&P 500 to end the year at 5,800; Economic data releases include jobless claims and PMI reports.

#FederalReserve #JacksonHole #StockMarket #InterestRates #EconomicData #S&p500 #Nasdaq #DowJones #RecessionFears #SoftLanding

https://emeatribune.com/all-eyes-on-the-fed-at-jackson-hole-amid-market-rebound-what-to-know-this-week/


Global Stocks Advance as US Recession Fears Fade: Markets Wrap
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European and US equity futures rose on Friday, building on gains in Asian stocks as traders piled into risk assets amid growing optimism that the US economy will avoid a recession. The yen is set for its worst week since May. Contracts on the Euro Stoxx 50 rose 0.3% and those on the S&P 500 added 0.2%. A slew of US data this week, from inflation to jobless claims to retail sales, has reassured investors, supporting the view that the world’s biggest economy is heading for a “Goldilocks” scenario where inflation is contained without stalling growth. Treasuries in Asia were steady after Thursday’s dip as signs of a resilient US economy in the latest data releases prompted traders to dial back bets for a jumbo September rate reduction. They are now pricing in less than a 30-basis point cut next month, with a total of 92 basis points of reduction expected for the remainder of 2024. As fears around the US economy eased, equities continued a rebound from last week’s meltdown that rattled global markets. The S&P 500 extended a six-day rally to 6.6% on Thursday, marking the best performance in such a span since November 2022. In Japan, stocks headed for their biggest weekly advance since April 2020, driven by renewed weakness for the yen. China’s central bank chief pledged further measures to support the country’s economic recovery. Alibaba Group Holding Ltd. rose as optimism over tech stocks outweighed concerns about its earnings. JD.com Inc. gained the most since March after beating net profit estimates in results released late Thursday. US officials have been trying to use higher rates to ease inflation without causing the economy to contract. Fed Bank of St. Louis President Alberto Musalem said the time is nearing when it will be appropriate to cut rates. In commodities, gold was on track for a small weekly gain. Oil edged lower as the market weighed strong US economic data and a possible attack by Iran or its proxies on Israel against a lackluster Chinese demand outlook.

#Stocks #UsRecession #MarketOptimism #EquityFutures #AsianStocks #UsEconomy #Inflation #JoblessClaims #RetailSales #Treasuries #RateReduction #S&p500 #JapanStocks #YenWeakness #China'sEconomicRecovery #Alibaba #Jdcom #Gold #Oil

https://emeatribune.com/global-stocks-advance-as-us-recession-fears-fade-markets-wrap/


Oil prices set for weekly gains on renewed enthusiasm around US economy
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Oil prices edged lower in early Asian trading on Friday, but the market’s benchmarks were set for a second consecutive weekly gain after upbeat U.S. economic data eased investor worries about a potential recession in the top oil consuming nation. Brent crude futures fell 16 cents, or 0.2%, to $80.88 per barrel by 0024 GMT. U.S. West Texas Intermediate crude futures fell 23 cents, or 0.3%, to $77.93 a barrel. Brent was set to advance 1.6% on a weekly basis, while WTI was on track for gains of about 1.5%. Investors found renewed optimism around U.S. economic growth after a string of data releases this week. On Thursday, a government report showed U.S. retail sales rose 1% last month, well above market forecasts for a 0.3% gain. Also on Thursday, data showed that fewer Americans filed new applications for unemployment benefits last week. "US economic data released this week has helped to temper fears of a sharp slowdown in the US economy," analysts at energy consultancy FGE said. They noted that oil markets would now return their full focus to fundamentals and geopolitics, with markets anticipating retaliatory attacks from Iran against Israel over the killing of a Hamas leader in Tehran. A fresh round of negotiations began on Thursday to secure a ceasefire in the Gaza war, even as Israeli troops continued their assault on the Palestinian enclave. The talks, which have been boycotted by Hamas, were extended and will resume in the Qatari capital Doha on Friday. Keeping a lid on oil prices, demand signals from the U.S. and China have been shaky. U.S. crude inventories posted a surprise jump earlier this week, whereas Chinese refineries sharply lowered crude processing rates last month on tepid fuel demand. The Organization of the Petroleum Exporting Countries (OPEC) on Monday pared its demand outlook for this year citing softer expectations for China.

#OilPrices #UsEconomy #BrentCrude #WtiCrude #EconomicData #RetailSales #UnemploymentBenefits #Iran #Israel #Hamas #GazaWar #Qatar #UsCrudeInventories #ChineseRefineries #Opec

https://emeatribune.com/oil-prices-set-for-weekly-gains-on-renewed-enthusiasm-around-us-economy/


Stocks Rally as Data Show US Economy Is Holding Up: Markets Wrap
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Stocks climbed and bonds tumbled as data on retail spending and the labor market underscored the strength of the world’s largest economy, allaying fears the Federal Reserve would be risking a deeper slowdown; The S&P 500 rose about 1.5%; Walmart Inc. — a barometer of growth — jumped on a solid outlook; Treasury yields surged, with the move led by shorter maturities; Data showed retail sales beat estimates while jobless claims hit the lowest since early July; Swap traders further reduced bets on aggressive Fed easing; The S&P 500 topped 5,500; The Nasdaq 100 added 2.1%; Cisco Systems Inc. jumped on a bullish forecast; The Russell 2000 of smaller firms climbed 2.7%; Treasury 10-year yields rose 10 basis points to 3.93%; Traders trimmed bets on a jumbo September Fed cut, pricing in less than 30 basis points of easing; They now see 92 basis points of cuts for 2024; The dollar advanced; The VIX dropped below 16; Deere & Co. unexpectedly affirmed its annual profit outlook; Nike Inc. gained after Pershing Square Capital Management LP disclosed a new stake in the company; Dell Technologies Inc. was added to JPMorgan Chase & Co.’s analyst focus list; Johnson & Johnson was twice blocked in New Jersey from getting bankruptcy protection from one of its units to resolve billions of dollars in cancer claims tied to baby powder use; Lenovo Group Ltd. reported better-than-expected quarterly profit; Alibaba Group Holding Ltd. posted a disappointing 4% rise in revenue; The S&P 500 rose 1.4%; The Nasdaq 100 rose 2.1%; The Dow Jones Industrial Average rose 1.2%; The MSCI World Index rose 1.1%; The Russell 2000 Index rose 2.7%; The Bloomberg Dollar Spot Index rose 0.2%; The euro fell 0.3% to $1.0978; The British pound rose 0.2% to $1.2852; The Japanese yen fell 1.2% to 149.04 per dollar; Bitcoin rose 0.6% to $59,536.17; Ether fell 0.7% to $2,658.15; The yield on 10-year Treasuries advanced 10 basis points to 3.93%; Germany’s 10-year yield advanced eight basis points to 2.26%; Britain’s 10-year yield advanced 10 basis points to 3.92%; West Texas Intermediate crude rose 1.8% to $78.38 a barrel; Spot gold rose 0.3% to $2,455.82 an ounce

#UsEconomy #StockMarket #RetailSales #JoblessClaims #FederalReserve #S&p500 #Walmart #TreasuryYields #CiscoSystems #Russell2000 #Deere&Co #Nike #DellTechnologies #Johnson&Johnson #LenovoGroup #AlibabaGroup #Bitcoin #Ether #Treasuries #CrudeOil #Gold

https://emeatribune.com/stocks-rally-as-data-show-us-economy-is-holding-up-markets-wrap/


Equities Rally as Economic Data Boost Sentiment: Markets Wrap
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Equities in Japan and China rallied following positive economic data; Japan's Topix index and China's CSI 300 benchmark both rose more than 1%; Futures contracts for the S&P 500 and Nasdaq 100 also increased; Data showed Japan's economy grew faster than expected in Q2; China's data indicated signs of stabilization in retail sales and home prices; US inflation data showed slowest pace of core consumer prices since 2021, paving the way for anticipated Federal Reserve interest-rate cuts next month; Traders are fully pricing in one 25 basis-point reduction in September and 100 basis points of easing through year-end; Australian shares advanced, while those in Taiwan were little changed; Treasuries fell in Asia with the 10-year yield climbing one basis point to 3.84%; The dollar strengthened against most major peers; Tencent Holdings Ltd. dropped in Hong Kong despite posting an 82% increase in net income; Hedge fund manager Michael Burry increased his stake in Alibaba Group Holding Ltd.; Japanese Prime Minister Fumio Kishida's decision to bow out of the ruling Liberal Democratic Party's leadership election triggered a period of modest political uncertainty; The S&P 500 extended its winning streak into a fifth straight day; Cisco Systems Inc. climbed on a solid revenue forecast; Oil clawed back gains after falling for a second session; Gold edged higher after two daily declines; Bitcoin and Ether both fell; Key events this week include US initial jobless claims, retail sales, industrial production, and housing starts; The story was produced with the assistance of Bloomberg Automation.

#Equities #EconomicData #Japan #China #Us #FederalReserve #InterestRates #Treasuries #Dollar #TencentHoldings #AlibabaGroupHolding #FumioKishida #S&p500 #CiscoSystems #Oil #Gold #Bitcoin #Ether

https://emeatribune.com/equities-rally-as-economic-data-boost-sentiment-markets-wrap/


Stocks Rally in Countdown to CPI as US Yields Sink: Markets Wrap
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Stocks rallied and bond yields fell after the latest US inflation reading reinforced speculation the Federal Reserve will be able to deploy its widely anticipated interest-rate cut in September. The S&P 500 climbed 1.7%, led by gains in the world’s largest technology companies. Treasuries rose across the curve, with the move driven by shorter maturities. The dollar fell. The easing of price pressures has bolstered confidence US officials can start lowering borrowing costs while refocusing on the labor market, which is showing greater signs of slowing. Fed Bank of Atlanta President Raphael Bostic said he’s looking for “a little more data” before supporting a reduction in rates, while reiterating he’ll likely be ready to cut “by the end of the year.” A survey conducted by 22V Research showed 52% of investors expect the reaction to Wednesday’s consumer price index to be “risk-on.” The S&P 500 saw its biggest four-day rally this year. The Nasdaq 100 climbed 2.5%. The Russell 2000 rose 1.6%. Starbucks Corp. surged 25% after ousting its chief and picking Chipotle Mexican Grill Inc.’s Brian Niccol as its next leader. In late hours, Bloomberg News reported that a bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department.

#Stocks #Rally #Cpi #UsYields #FederalReserve #Inflation #InterestrateCut #TechnologyCompanies #Treasuries #LaborMarket #ConsumerPriceIndex #Survey #S&p500 #Nasdaq100 #Russell2000 #Starbucks #ChipotleMexicanGrill #AlphabetInc #Google #JusticeDepartment

https://emeatribune.com/stocks-rally-in-countdown-to-cpi-as-us-yields-sink-markets-wrap/


Asian stocks build on gains ahead of US inflation data
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Asian stocks mostly rose as worries about a US recession eased; Tokyo's Nikkei led the rally and briefly topped the levels touched at the start of the month before last Monday's rout; Traders are keenly awaiting US inflation data this week; Observers warned that the inflation readings could cause big market moves in either direction; Oil prices ticked down but remain up about eight percent for the week owing to fears of a possible spiralling conflict in the Middle East and an escalation of tensions in major producer Russia.

https://emeatribune.com/asian-stocks-build-on-gains-ahead-of-us-inflation-data/


Inflation Data, Retail Sales, Walmart Earnings Await A Jumpy Stock Market: What To Know This Week
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The stock market finished the week flat after a volatile week of trading; Panic hit financial markets on Monday due to fears of a recession and further easing from the Federal Reserve; New data on weekly unemployment benefits calmed fears of a downturn; The upcoming week will provide fresh data on inflation, retail sales, consumer sentiment, and manufacturing production; Earnings reports from Home Depot, Walmart, and Alibaba will be in focus; The market is debating how much the Federal Reserve should cut interest rates; The July Consumer Price Index (CPI) will offer insight into inflation; Retail sales data will provide clues on the state of the US economy; Good economic news could be a positive catalyst for stocks.

#StockMarket #Inflation #RetailSales #Walmart #FederalReserve #InterestRates #EarningsReports

https://emeatribune.com/inflation-data-retail-sales-walmart-earnings-await-a-jumpy-stock-market-what-to-know-this-week/


China stocks escaped much of the latest sell-off. Signals for whether to buy
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China stocks have largely avoided the recent sell-off; The article discusses signals for whether to buy or sell China stocks; The author is not involved in the news article; The article is taken from news agencies; The date of publication is August 11, 2024; The EMEA Tribune aims to be the primary portal for Middle East, Africa, Europe, and Pakistan news; The EMEA Tribune was founded in March 2020 by DJ Kamal Mustafa; The EMEA Tribune is known for its investigative journalism; The article includes links to Google AdSense ads; No specific names, numbers, or dates are mentioned in the article

https://emeatribune.com/china-stocks-escaped-much-of-the-latest-sell-off-signals-for-whether-to-buy/


Small US Inflation Pickup Won’t Derail a Fed Rate Cut in September
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US inflation is expected to have risen 0.2% in July, but not enough to prevent the Federal Reserve from cutting interest rates next month. The consumer price index is expected to have increased by 0.2% from June for both the headline figure and the core gauge that excludes food and energy. The recent easing of price pressures has given the Fed confidence to lower borrowing costs and focus on the labor market. The July jobs report showed a slowdown in hiring and an increase in the unemployment rate, contributing to a global stock market selloff. The CPI data is expected to indicate that inflation remains on a downward trend, with a slight pickup due after June's low reading. The reversal is expected to be driven by core services excluding housing. The producer price index will also be scrutinized for categories that affect the Fed's preferred inflation gauge, the personal consumption expenditures price index. Other upcoming data includes retail sales, inflation expectations, small business sentiment, industrial production, and new home construction. Fed Governor Michelle Bowman has expressed concerns about inflation and strength in the labor market, suggesting she may not support a rate cut in September. Housing starts in Canada will reveal the impact of rate cuts on new building investment. Key data from the UK, China, Norway, New Zealand, and other countries will also be released. The euro zone will have a relatively quiet week, with Germany's ZEW investor confidence index and euro-zone industrial production among the main items. Inflation data will be released in Denmark, the Czech Republic, Israel, and Argentina. Central banks in Brazil, Colombia, and Chile will post surveys of economist expectations. Brazil, Peru, and Colombia will report June GDP-proxy data.

#UsInflation #FederalReserve #InterestRates #Economy #LaborMarket #StockMarket #Cpi #ProducerPriceIndex #RetailSales #HousingStarts #GlobalEconomy

https://emeatribune.com/small-us-inflation-pickup-wont-derail-a-fed-rate-cut-in-september/


Harris responds to Trump Fed comments, will release economic plan in coming days
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Vice President Kamala Harris strongly disagrees with former President Donald Trump's suggestion that U.S. presidents should have a say in the Federal Reserve's interest rate decisions; Harris emphasizes that the Fed is an independent entity and as president, she would never interfere in its decisions; Harris plans to unveil an official economic policy platform in the coming days focused on bringing down costs and strengthening the economy; Trump believes he has a better instinct than people on the Federal Reserve and should have a say in Fed policy; Harris is watching to see where the Fed moves next on interest rates; Powell, the Fed Chair, emphasizes the importance of the Fed's independence; Powell faces occasional pressure from the general public to lower interest rates; Biden has not tried to influence the Federal Reserve Board; Harris' comments draw a stark contrast between her and Trump's views on the Fed.

#KamalaHarris #DonaldTrump #FederalReserve #InterestRates #EconomicPlan

https://emeatribune.com/harris-responds-to-trump-fed-comments-will-release-economic-plan-in-coming-days/


The stock-market whiplash this week shows why you shouldn't worry too much about your 401(k)
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The stock market had a scary day on Monday and a great day on Thursday; Temporary declines are a normal part of the stock market's cycle; Long-term investments in the market generally recover from slumps; The stock-market downturn on Monday was sparked partly by a rise in panicked speculation about whether a recession was coming; Gideon Drucker, a financial planner, said that temporary market declines are totally normal and expected; According to data compiled by Aswath Damodaran, the stock market has made money over every single 15-year period in history and has significantly outpaced inflation in the long run; Drucker advised that as long as you have your short-term savings and emergency fund properly set up, slumps in stock prices can be a good time to buy; The worst thing you could do during a downturn is panic and sell your stock investments; Selling is the only way that you can turn a temporary decline into a permanent loss; A long-term bet on the US economy is generally a safe one

#StockMarket #Investments #401(k) #Recession #FinancialPlanning

https://emeatribune.com/the-stock-market-whiplash-this-week-shows-why-you-shouldnt-worry-too-much-about-your-401k/


The stock market will signal a hard landing is coming for the economy if it falls below this key level, Bank of America says
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Bank of America warns of a hard landing if the S&P 500 drops below its 200-day average; If the stock market falls below that threshold, there could be a 10% correction; Key sectors like semiconductors and Big Tech must hold their support levels to avoid further declines; Bank of America strategist Michael Hartnett highlights the S&P 500’s 200-day moving average as a key line in the sand that would signal whether the economy is heading for a bigger downturn; Hartnett sees growing risks in AI-related stocks as they race to show a return on investment from their massive GPU spending

#StockMarket #Economy #BankOfAmerica #S&p500 #200dayMovingAverage #HardLanding #Correction #Semiconductors #BigTech #SupportLevels #MichaelHartnett #AirelatedStocks #GpuSpending

https://emeatribune.com/the-stock-market-will-signal-a-hard-landing-is-coming-for-the-economy-if-it-falls-below-this-key-level-bank-of-america-says/


10-Year Treasury Yield Dips As Traders Weigh State Of U.S. Economy After Latest Data
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U.S. Treasury yields were lower Friday as investors assessed the state of the U.S. economy after labor data buoyed sentiment. The yield on the 10-year Treasury was around 4 basis points lower at 3.961% at 6:18 a.m. ET. The yield on the 2-year note was near-flat on the day at 4.034%. Initial claims for unemployment insurance totaled 233,000 in the latest week, a lower figure than expected. Traders trimmed bets on a 50 basis point rate cut from the Federal Reserve in September, now pricing in roughly even odds of that or a 25 basis point move lower. Fresh data is in short supply until Tuesday when the core producer price index is due.

https://emeatribune.com/10-year-treasury-yield-dips-as-traders-weigh-state-of-u-s-economy-after-latest-data/


Bond Traders Bet Big on the Fed Launching Into Rescue Mode
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Bond traders are betting that the US economy is slowing down and the Federal Reserve will need to start easing monetary policy to prevent a recession; The policy sensitive two-year Treasury yield has tumbled by half a percentage point to less than 3.9%, signaling concerns that the Fed is lagging in responding to the economic slowdown; Economists predict that the Fed will implement half-percentage-point moves at the September and November meetings; The benchmark 10-year yield has reached about 3.8%, the lowest since December, due to the rally in Treasury bonds; Berkshire Hathaway's decision to slash its stake in Apple by almost 50% has further dampened sentiment in the stock market; Futures traders are pricing in roughly the equivalent of five quarter-point cuts through the end of the year, indicating expectations for unusually large half-point moves over the course of the last three Fed meetings.

#BondTraders #FederalReserve #UsEconomy #MonetaryPolicy #Recession #TreasuryYield #EconomicSlowdown #InterestRates #StockMarket #BerkshireHathaway #Apple #FedMeetings

https://emeatribune.com/bond-traders-bet-big-on-the-fed-launching-into-rescue-mode/


Stock Market Today: Indexes Tank After Weak Jobs Report Sparks Panic
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US stocks plunged on Friday after a weak July jobs report sparked panic among investors; The Nasdaq closed in correction territory, and the VIX soared as much as 60% to hit its highest since March 2023; The tech-heavy Nasdaq Composite officially entered correction territory, closing more than 10% below its July 10 peak; The CBOE Volatility Index, better known as the VIX, soared as much as 60% to 29.66, its highest level since March 2023; Bond yields plunged, with the 10-year US Treasury yield falling 18 basis points to 3.79%, its lowest level all year; Odds of a 50-basis point interest rate cut at the Federal Reserve’s September FOMC meeting soared to 72% on Friday; Equity futures started Friday morning lower after disappointing earnings reports from Amazon and Intel; The July jobs report showed an unexpected increase in the unemployment rate and payroll figures badly missed estimates; Odds of a 50-basis point interest rate cut at the Federal Reserve’s September FOMC meeting soared to 72% on Friday; The consensus expectation on Wall Street has shifted from a 25-basis-point reduction in September to a 50-point cut; There is increased pressure for the Fed to accelerate its pace through year-end and beyond; Other signs of panic among investors include sentiment indicators like CNN’s Fear & Greed Index, which entered “Fear” mode this week after it fell 18 points to 27.

#StockMarket #JobsReport #Panic #Investors #Nasdaq #Vix #BondYields #InterestRateCut #FederalReserve #UnemploymentRate #PayrollFigures #WallStreet

https://emeatribune.com/stock-market-today-indexes-tank-after-weak-jobs-report-sparks-panic/


Analysis-China tries to hit more birds with one stone in property rescue push
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Chinese cities are implementing a directive from Beijing to buy newly-completed apartments and turn them into affordable housing. The cities are broadening eligibility for subsidies and targeting various groups beyond low-income demographics, including doctors, teachers, migrant workers, and scientific researchers. The goal is to address brain drain and net population outflows to mega-cities, as well as to ease labor shortages, strengthen healthcare and education, and boost economic activity. The cities are conducting surveys to gauge interest in the housing scheme, but the success will depend on the quality and location of the apartments. Beijing is facilitating 500 billion yuan ($69 billion) in funding for the scheme, and many analysts expect it to increase funding in the future. To facilitate household consumption in the longer term, the scheme would need to be scaled up and complemented by other reforms. Boosting affordable housing to 20%-30% of the total housing stock in China would require between 3 and 4 trillion yuan in financing. The scheme is seen as a key pillar of China's strategy to re-balance its economy and drive sustainable growth through household spending.

#China #PropertyMarket #AffordableHousing #EconomicGrowth #ConsumerDemand

https://emeatribune.com/analysis-china-tries-to-hit-more-birds-with-one-stone-in-property-rescue-push/


44% of Ukrainians support starting negotiations with Russia, new poll finds
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More than two in five Ukrainians, 44% of 2,027 respondents, support starting official peace negotiations with Russia, according to a poll conducted by the Ukraine-based think tank Razumkov Center and local newspaper Mirror of the Week. Another 35% said it was not time to negotiate yet, while 21% were unsure. The majority of respondents expressed skepticism that Russian President Putin would agree to an end on terms acceptable to Ukraine. Recent polls have shown a desire to negotiate, but experts argue that most Ukrainians who want to negotiate envision talks beginning after Kyiv has gained a position of strength on the battlefield. Ukrainian President Zelenskyy has proposed a new peace summit in November, but Russia does not plan to attend.

#Ukraine #Russia #PeaceNegotiations #Poll

https://emeatribune.com/44-of-ukrainians-support-starting-negotiations-with-russia-new-poll-finds/


Asia markets climb as investors assess assassination attempt on Trump, await China Third Plenum
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Asia-Pacific markets climbed as investors awaited China’s Third Plenum and assessed an assassination attempt on former U.S. President Donald Trump at a rally over the weekend. China’s top leaders will gather this week for the Third Plenum, expected to focus on high local government debt levels and advanced manufacturing. Key China economic data, including second quarter GDP numbers, will be released. Japan’s markets are closed for a public holiday. South Korea’s market was 0.44% higher, while the small-cap Kosdaq rose 0.22%. S&P/ASX 200 gained 0.78% and hit a fresh all-time high. Hang Seng index futures were lower than the last close. U.S. market futures were marginally up, with Dow Jones Industrial Average higher by 0.11%, and S&P 500 and Nasdaq saw gains of about 0.1%.

#AsiapacificMarkets #ChinaThirdPlenum #DonaldTrump #AssassinationAttempt #ChinaEconomy #JapanMarkets #SouthKoreaMarkets #S&p/asx200 #HangSengIndex #UsMarketFutures

https://emeatribune.com/asia-markets-climb-as-investors-assess-assassination-attempt-on-trump-await-china-third-plenum/


AI Boom in the US Drives 422% Spike in Taiwanese Tech Exports
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Taiwanese tech exports have surged by 422% due to the AI boom in the US. Over the past year, Taiwan has shipped over $42 billion worth of graphic processing units and related equipment, up from almost nothing in recent years. In June, total exports rose 23.5% to almost $40 billion, with shipments of computers and related hardware jumping 324% to $6.6 billion. Taiwan Semiconductor Manufacturing Co., the world's most advanced chipmaker, is the main supplier to Nvidia and Apple Inc. The spike in GPU shipments is driving trade with the US to record highs, with over $9 billion worth of goods shipped from Taiwan to the US last month.

#Ai #TechExports #Taiwan #Us

https://emeatribune.com/ai-boom-in-the-us-drives-422-spike-in-taiwanese-tech-exports/


U.S. economy added 206,000 jobs in June, unemployment rate rises to 4.1%
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The U.S. economy added 206,000 jobs in June, slightly more than expected, but the unemployment rate rose to 4.1%. Nonfarm payrolls increased by 206,000, surpassing the Dow Jones forecast of 200,000. However, this was lower than the revised gain of 218,000 in May. The unexpected increase in the unemployment rate to 4.1% presents a conflicting sign for Federal Reserve officials considering their next move on monetary policy.

#UsEconomy #Jobs #UnemploymentRate

https://emeatribune.com/u-s-economy-added-206000-jobs-in-june-unemployment-rate-rises-to-4-1/


These parts of the stock market are already priced for recession, Northwestern CIO says
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Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management, says his team is shifting toward cheaper parts of the stock market that could hold up better if the economy sours. The price-to-cash flow ratio for the S & P Small Cap 600 index already looks like it typically does at the end of recessions. Northwestern, which manages more than $280 billion in assets, is broadly underweight equities but overweight small- and mid-cap stocks. Schutte believes these parts of the market are already priced for a recession and will do well when economic headwinds turn to tailwinds. The U.S. economy has defied predictions of a recession, but signs of stress have emerged recently. Schutte believes a bet on small-cap stocks could work even if the Federal Reserve manages a soft landing for the economy.

#StockMarket #Recession #Investment #Equities #SmallcapStocks

https://emeatribune.com/these-parts-of-the-stock-market-are-already-priced-for-recession-northwestern-cio-says/


This Stock-Split Stock Is Up 269% Over the Past 5 Years. Here's Why
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Old Dominion Freight Line (NASDAQ: ODFL) has seen its stock increase over 13,000% since 2003 on a split-adjusted basis. The company has split its shares five times since 2003, with the most recent split being 2-for-1 in March 2024. While stock splits don't meaningfully alter the fundamentals of a stock investment, Old Dominion's strong fundamentals make it an attractive investment. The company is comparatively undervalued when compared to its competitor Saia, Inc (NASDAQ: SAIA), with a lower price-to-earnings ratio and price-to-free cash flow per share. Old Dominion also has an enviable balance sheet, pays a dividend, and regularly repurchases shares. It is a strong choice for investors looking to capitalize on the move to shorten supply chains by manufacturing more goods in America. Despite the negative economic outlook, Old Dominion has held up well and can be viewed as a bet on continued strength in the American economy. The Motley Fool Stock Advisor analyst team did not include Old Dominion Freight Line in their list of top stocks to buy, but the company has a strong track record of performance.

#OldDominionFreightLine #StockSplit #Investment #Valuation #Dividend #SupplyChain #AmericanEconomy

https://emeatribune.com/this-stock-split-stock-is-up-269-over-the-past-5-years-heres-why-its-a-buy-today/


16 Nobel Prize-winning economists warn Trump would ‘reignite’ inflation
==========

Sixteen Nobel prize-winning economists have signed a letter warning that the re-election of former United States President Donald Trump would harm the US economy and lead to higher prices for consumers. The economists said that the Republican candidate would stoke instability and revive high inflation with his 'fiscally irresponsible budgets'. The signatories also praised President Joe Biden’s record on the economy, including a 'remarkably strong and equitable' recovery in the labour market since the COVID-19 pandemic. The signatories of the letter include Columbia University Professor Joseph Stiglitz, Yale professor Robert Shiller, and Sir Angus Deaton. Trump and Biden are running neck and neck in opinion polls ahead of their first presidential debate on Thursday.

#Economists #Trump #Biden #Inflation #UsEconomy

https://emeatribune.com/16-nobel-prize-winning-economists-warn-trump-would-reignite-inflation/


Coca-Cola Is a Rock-Solid Dividend King, but So Is This Dirt Cheap Stock
==========

Coca-Cola has raised its dividend for 62 consecutive years and is considered a safe passive income play. However, Target, a dirt cheap stock that has fallen 13% in the past three months, may be an even better Dividend King to buy now. Target reached an all-time high in 2021 but overestimated demand trends, leading to challenges with inventory management. The company has since reduced its inventory and improved its operating margin. However, Target is still vulnerable to consumer behavior trends, particularly on discretionary purchases. Despite this, Target offers a high dividend yield and a low price-to-earnings ratio, making it a good value compared to the S&P 500. Investors are also incentivized to hold Target through this challenging time with its record payout and consistent dividend increases. The article suggests that Target is worth considering for long-term investors.

#Cocacola #Target #DividendStocks #PassiveIncome #InventoryManagement #ConsumerBehavior #DividendYield #PricetoearningsRatio

https://emeatribune.com/coca-cola-is-a-rock-solid-dividend-king-but-so-is-this-dirt-cheap-stock-thats-down-13-in-the-past-3-months/


The U.S. economy is the most dynamic it’s ever been as AI and infrastructure overpower Fed rate hikes, ‘Big Short’ investor Steve Eisman says
==========

Neuberger Berman senior portfolio manager Steve Eisman believes that the U.S. economy is more dynamic than ever due to the artificial intelligence race and boost in infrastructure projects. He predicts that the next stage in the tech narrative will be consumers buying new AI-enabled phones and laptops, particularly from Apple. Eisman also raises the question of whether the cost of creating software will decrease if AI is successful, potentially impacting software stocks. He highlights the success of hardware companies supplying the AI sector, such as Nvidia. However, relying heavily on one stock like Nvidia poses a risk to the S&P 500 if it declines. Eisman advises investors to hold on to their Apple stock and considers Alphabet as a core holding as well. The article was originally featured on EMEA Tribune.

#UsEconomy #Ai #Infrastructure #FedRateHikes #SteveEisman #NeubergerBerman #ArtificialIntelligence #TechNarrative #Apple #SoftwareStocks #HardwareCompanies #Nvidia #S&p500 #Alphabet

https://emeatribune.com/the-u-s-economy-is-the-most-dynamic-its-ever-been-as-ai-and-infrastructure-overpower-fed-rate-hikes-big-short-investor-steve-eisman-says/


Samsung offers plan to speed up delivery of AI chips
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Samsung Electronics' contract manufacturing business plans to offer a one-stop shop for clients to get their AI chips made faster by integrating its memory chip, foundry, and chip packaging services. This move has cut the time it takes to produce AI chips by around 20%. Samsung expects global chip industry revenue to grow to $778 billion by 2028, boosted by AI chips.

#Samsung #AiChips #ContractManufacturing #MemoryChip #Foundry #ChipPackaging

https://emeatribune.com/samsung-offers-plan-to-speed-up-delivery-of-ai-chips/


It's going to be a long summer for the stock market
==========

The stock market is predicted to have flat or negative returns in the coming months. Stocks are already expensive and unlikely to move higher. David Morrison, a market analyst, sees the benchmark index prone to multiple sharp corrections of at least 10%, ending the year around 4,500. Will McGough, the director of investments at Prime Capital Investment Advisors, predicts the S&P 500 to end the year flat to its current trading level. Both experts warn of obstacles in the back half of the year that will prevent stocks from moving higher, including a decent chance of recession and political volatility ahead of the presidential election in November.

https://emeatribune.com/its-going-to-be-a-long-summer-for-the-stock-market/


Stocks and bonds wobble as global economy throws off mixed signals
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Investors have gone from bracing for a U.S. recession to positioning for the world’s biggest economy to keep chugging along. European growth is also better than anticipated a few months ago. The U.S. economy remains buoyant, maintaining pressure on prices. First-quarter growth came in well below expectations, as did April’s employment figures. Bond yields have risen and prices have fallen, wiping out all of last year’s gains. The S&P 500 stock index fell about 4% in April before rebounding in recent days. The euro zone economy returned to growth in the first quarter after a mild recession. British output grew in January and February. Oil prices increased sharply in March and April as fears rose about a broader Middle East conflict between Israel and Iran. Stocks fell around 4% in April after hitting record highs in March, before rallying again in May. The dollar has surged almost 4% so far in 2024, with bets on higher-for-longer interest rates sucking money back to the United States.

#Stocks #Bonds #GlobalEconomy #UsEconomy #EuropeanEconomy #OilPrices #Dollar

https://emeatribune.com/stocks-and-bonds-wobble-as-global-economy-throws-off-mixed-signals/


Is Palantir the Next Microsoft?
==========

Palantir Technologies, a software business rooted in AI, is being considered as a potential competitor to big tech companies like Microsoft. Palantir offers four different software suites and has notable customers such as the U.S. military and Western allies. The company closed over 100 new deals in the fourth quarter of 2023, with an average revenue per customer of $55 million. While Palantir has made impressive strides in the AI space, it is not expected to evolve in the same way as Microsoft due to its focus on software development. However, it could become a major player in the enterprise software market, similar to Oracle.

#PalantirTechnologies #Microsoft #Ai #EnterpriseSoftware #Oracle

https://emeatribune.com/is-palantir-the-next-microsoft/


Would the Fed really hike rates here? This is what would have to happen
==========

The Federal Reserve raising interest rates further would require a significant bump in prices and a change in consumer and business expectations. New York Fed President John Williams stated that he doesn't expect a rate hike to happen, but it's always an option. The central bank has faced high inflation data, but policymakers have indicated a patient, data-driven approach and the need for greater confidence before moving ahead with easing. If inflation were to reaccelerate, Chair Jerome Powell and the FOMC may have to increase rates to avoid a repeat of the 1970s. Currently, only Fed Governor Michelle Bowman has given any credence to the notion of raising rates. Fed funds futures markets are not pricing in any possibility of an increase this year. However, sticky or resurgent inflation data could force further changes.

#FederalReserve #InterestRates #Inflation #Economy

https://emeatribune.com/would-the-fed-really-hike-rates-here-this-is-what-would-have-to-happen/


EMEA Tribune, Breaking News, World News, Latest News, Top Headlines


Stock market today: US stocks surge as investors brush away Israel-Iran
==========

US stocks surged on Monday as investors shifted their focus away from the Israel-Iran conflict and turned toward solid economic data and company earnings. Iran fired hundreds of missiles and drones at Israel, but its defense system intercepted nearly all of the projectiles. Retail sales in March climbed 0.7%, beating expectations of 0.3%. Goldman Sachs reported first-quarter earnings that beat Wall Street estimates, with its investment banking and fixed-income businesses driving much of the profit beat. Crude oil dropped 0.51% to $85.22 a barrel, while gold edged lower by 0.08% to $2,372.20 per ounce. The 10-year Treasury yield climbed 8 basis points to 4.61%.

#StockMarket #UsStocks #IsraeliranConflict #RetailSalesData #GoldmanSachs #CrudeOil #Gold #TreasuryYield

https://emeatribune.com/stock-market-today-us-stocks-surge-as-investors-brush-away-israel-iran-conflict-fears-in-favor-of-solid-retail-sales-data/


PVML combines an AI-centric data access and analysis platform with differential privacy
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PVML combines an AI-centric data access and analysis platform with differential privacy. The Tel Aviv-based company recently raised an $8 million seed round led by NFX. PVML allows corporations to analyze their data using a ChatGPT-like tool without moving the data, thanks to retrieval-augmented generation (RAG). PVML's founders are Shachar Schnapp (CEO) and Rina Galperin (CTO). The company aims to democratize data access while protecting sensitive information using differential privacy. PVML's approach avoids the overhead of traditional data access solutions and enables safe AI use cases. The team has developed practical algorithms for real-life scenarios. PVML's platform allows users to chat with their data securely and enables data sharing between business units. The technology also opens up monetization opportunities for companies. PVML's unique technology provides an invisible layer of protection and paves the way for AI adoption. The company's seed round was led by NFX, with participation from FJ Labs and Gefen Capital.

#Ai #DataAccess #Analysis #DifferentialPrivacy #Pvml

https://emeatribune.com/pvml-combines-an-ai-centric-data-access-and-analysis-platform-with-differential-privacy/


Asian Stocks Fall as Iran Attacks, Metals Rally: Markets Wrap
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Shares in Asia slipped to the lowest in six weeks, tracking Friday’s drop in US equities. The S&P 500 suffered its worst session since January on Friday amid a flight to safety. Global markets showed signs of stability even after an unprecedented attack on Israel. Iran said 'the matter can be deemed concluded,' and President Joe Biden reportedly told Israeli Prime Minister Benjamin Netanyahu that the US won’t support an Israeli counterattack against Iran. Chinese equities are set for a tough week after a miss in the nation’s trade data. Gold rose amid driving demand for haven assets, while aluminum and nickel surged following new US and UK sanctions that banned deliveries of any Russian supplies after midnight on Friday. Bitcoin rallied after it sank almost 9% in the wake of the attacks. Oil mostly shrugged off the attacks, with gains held in check by speculation that the conflict would remain contained. As Wall Street’s earnings season kicked off, big banks’ results offered the latest window into how the US economy is faring amid an interest-rate trajectory muddied by persistent inflation.

#Asia #Stocks #IranAttacks #MetalsRally #Markets

https://emeatribune.com/asian-stocks-fall-as-iran-attacks-metals-rally-markets-wrap/


Nearing 50 Supreme Court arguments in, lawyer Lisa Blatt keeps winning
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Lisa Blatt, a lawyer, is nearing her 50th Supreme Court argument, with a win-loss record of 40-6. She is known for her mix of humor, passion, and style in her presentations. Blatt has a unique and direct style that reflects her desire to win and represent her clients. She has argued over half of her cases in private practice and has called out the lack of diversity in the Supreme Court. Blatt has courted controversy by publicly backing Justice Brett Kavanaugh's nomination. She represents corporate clients such as Google, Bank of America, and Starbucks. Blatt's upcoming 50th argument involves a dispute with the National Labor Relations Board over unionization efforts at a Starbucks store in Memphis, Tennessee.

#SupremeCourt #Lawyer #LisaBlatt #Arguments #Winning

https://emeatribune.com/nearing-50-supreme-court-arguments-in-lawyer-lisa-blatt-keeps-winning/


David Ellison Closes In on Hollywood Prize: Paramount Global
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David Ellison, movie producer and heir to a technology fortune, is in negotiations to take charge of Paramount Global, the media giant that owns CBS, MTV, and Nickelodeon. Ellison and his backers have agreed to pay a little more than $2 billion for Shari Redstone's National Amusements, the family company that controls Paramount. Ellison's production company, Skydance Media, would merge with Paramount as part of the deal. Redstone, with 77% ownership of Paramount's voting rights, will be getting a premium price for the shares held by National Amusements. Ellison would serve as CEO of the combined company, with his father Larry Ellison being considered for the role of chairman. Paramount's poor performance and declining market value have left Redstone with few options. Other potential buyers, including Apollo Global Management and Warner Bros. Discovery, have not materialized. Ellison and his supporters plan to invest billions of dollars in rebuilding Paramount and have already assessed which assets to hold or sell. They want to preserve the Paramount+ streaming service and explore merging it with a peer such as Peacock or Max. Shareholders will need to believe in a new management team's ability to grow the business, which has been in decline. Redstone sees Ellison as her best option due to his success as an entrepreneur and his commitment to investing in technology.

#DavidEllison #ParamountGlobal #SkydanceMedia #ShariRedstone #NationalAmusements #Cbs #Mtv #Nickelodeon #MediaMogul #Merger #FilmIndustry #StreamingService #Investment

https://emeatribune.com/david-ellison-closes-in-on-hollywood-prize-paramount-global/


The inverted yield curve and the Leading Economic Index have failed as recession predictors
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Stocks made new record highs, with the S&P 500 setting an intraday high of 5,261.10 and a closing high of 5,241.53 on Thursday. The yield curve represents the shape that forms on a chart when you plot the interest rate, or yield, for Treasury debt securities with various maturities. The yield curve inverts when a longer term rate is lower than a shorter term rate. Two years ago, the 2s10s yield curve inverted. While the inverted yield curve may have a good track record of predicting recessions, it’s not very precise in predicting when recessions will start. The Conference Board’s Leading Economic Index (LEI) — a composite of market and economic metrics — has had a strong track record of predicting recessions, specifically when its six-month average change is negative. Over the past two years, it too had been signaling a recession that hasn’t come. On Thursday, Societe Generale’s Manish Kabra raised his year-end target for the S&P 500 to 5,500 from 4,750. The Federal Reserve announced it would keep its benchmark interest rate target high at a range of 5.25% to 5.5%. Initial claims for unemployment benefits declined to 210,000 during the week ending March 16. Sales of previously owned homes increased by 9.5% in February to an annualized rate of 4.38 million units. Housing starts jumped 10.7% in February to an annualized rate of 1.52 million units. The average 30-year fixed-rate mortgage rose to 6.87% from 6.74% the week prior. Office occupancy dipped slightly this past week to 50.6%. The Atlanta Fed’s GDPNow model sees real GDP growth climbing at a 2.1% rate in Q1.

#StockMarket #YieldCurve #LeadingEconomicIndex #Recession #S&p500 #FederalReserve #Unemployment #HousingMarket #MortgageRates #GdpGrowth

https://emeatribune.com/the-inverted-yield-curve-and-the-leading-economic-index-have-failed-as-recession-predictors/


3 Stocks That Have Tripled the Market's Return So Far This Year
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The benchmark S&P 500 has gained 9.9% year-to-date as of March 21. Three stocks that have tripled the market's return so far this year are Deckers, Meta Platforms, and Netflix. Deckers has seen strong demand for its footwear brands, with sales up 16% in its fiscal 2024 third quarter. Meta Platforms has boosted its user base and improved the economics around its ads, with net income jumping 69% in 2023. Netflix has seen accelerated subscriber growth and is expected to continue growing its subscriber base, cash flow, and operating margins. These stocks have outperformed the market due to their strong performance and growth prospects.

#Stocks #MarketPerformance #Investing

https://emeatribune.com/3-stocks-that-have-tripled-the-markets-return-so-far-this-year/


Premium Chinese EV maker Xpeng eyes slice of mass-market segment with launch of cheaper models to take on bigger rival BYD
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Chinese premium electric-vehicle (EV) maker Xpeng plans to launch a mass-market brand in a month to challenge market leader BYD. The new brand will offer EVs priced between 100,000 yuan and 150,000 yuan, targeting budget-conscious drivers. Xpeng aims to slash the development and production costs of autonomous driving technology by 50% this year. BYD delivered 3.02 million pure electric and plug-in hybrid vehicles in 2023, most of them priced below 200,000 yuan. Xpeng's move follows Nio's decision to launch cheaper models after BYD cut prices. Xpeng's announcement aligns with China's efforts to nurture the EV industry.

#Xpeng #Byd #ElectricVehicles #Mass-market #AutonomousDriving #China

https://emeatribune.com/premium-chinese-ev-maker-xpeng-eyes-slice-of-mass-market-segment-with-launch-of-cheaper-models-to-take-on-bigger-rival-byd/


Alphabet Falls From 3rd- to 5th-Largest U.S. Company. Should You Buy, Sell, or Hold the Stock?
==========

Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) has fallen from the third-largest U.S. company to the fifth-largest due to strong quarters from other tech giants. The success of big tech companies is currently driven by artificial intelligence (AI), an area where Alphabet appears to be behind. Its generative AI engine, Gemini, has faced criticism for inaccurate image generation. This is a concern because 76% of Alphabet's revenue comes from advertising. However, Alphabet is working to improve Gemini and has other internal AI models. The stock is currently trading at a low valuation compared to its peers, making it an attractive buy. The author recommends investing in Alphabet as other tech firms are expensive and not performing significantly better.

#Alphabet #StockMarket #TechCompanies #ArtificialIntelligence #Gemini

https://emeatribune.com/alphabet-falls-from-3rd-to-5th-largest-u-s-company-should-you-buy-sell-or-hold-the-stock/


Russia Jails Renowned Rights Activist Oleg Orlov for Ukraine War Criticism
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A Moscow court has sentenced human rights activist Oleg Orlov to two and a half years in prison for denouncing the war in Ukraine. Orlov, 70, was accused of 'discrediting' the Russian army in an op-ed for French media where he criticized the war and blamed Putin for Russia going fascist. Russian prosecutors claimed that Orlov's article had 'a motive of enmity and hatred toward military personnel.' This sentencing is part of a broader crackdown on dissent in Russia since the invasion of Ukraine, with tens of thousands of people penalized for expressing anti-war views. Orlov is a renowned rights activist and co-chair of Memorial, a human rights organization that documents abuses. Amnesty International has called the trial a sham and criticized the Russian authorities for punishing a prominent critic and instilling fear among those who speak out against the war in Ukraine.

#Russia #Ukraine #OlegOrlov #HumanRights #Activism

https://emeatribune.com/russia-jails-renowned-rights-activist-oleg-orlov-for-ukraine-war-criticism/


A collection of the insights Warren Buffett offered in his annual letter
==========

Billionaire Warren Buffett shared insights in his annual letter to Berkshire Hathaway shareholders. He discussed his investment strategy, emphasizing his long-term focus on equities and the unpredictability of market panics. Buffett also mentioned Berkshire's ownership of Occidental Petroleum and its interest in the oil and gas industry. He credited Charlie Munger for guiding him to shift Berkshire's focus to acquiring wonderful businesses at fair prices. Buffett expressed modest expectations for Berkshire's future performance. The letter was well-received by his followers.

#WarrenBuffett #AnnualLetter #BerkshireHathaway #Investing #Stocks #MarketPanics #OccidentalPetroleum #CharlieMunger

https://emeatribune.com/a-collection-of-the-insights-warren-buffett-offered-in-his-annual-letter-saturday/


Two dead after military helicopter crashes during training flight in Mississippi
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Two service members were killed during a training flight on February 24, 2024, when their military attack helicopter crashed near Booneville, Mississippi. The AH-64 Apache helicopter was on a routine training flight when it went down around 2 p.m. The incident occurred near Mount Olive Baptist Church off Highway 30 in Baldwyn, which is about 11 miles south of Booneville. The Mississippi National Guard is actively responding to the incident. The governor of Mississippi, Reeves, expressed gratitude for the service of the deceased service members. The article was originally published on EMEA Tribune.

https://emeatribune.com/two-dead-after-military-helicopter-crashes-during-training-flight-in-mississippi/


5 questions investors should be asking themselves after a major theme shift
==========

The article discusses five questions that investors should be asking themselves after a major theme shift in markets. The first component of the theme shift is sticky inflation, which has been confirmed by the Consumer Price Index (CPI) and Producer Price Index (PPI) coming in above Wall Street estimates. Many companies have reported that margins are being hurt by high levels of inflation. The second component is that the US economy is slowing down, leading to more caution and scrutiny of deals. The overall conclusion is that inflation is on the rise while economic growth is slowing down, and Fed policy is unable to cut rates to support growth acceleration. The article suggests that investors should consider whether this is the start of a market correction, how to prepare their investment portfolios, whether to make drastic changes to their portfolios, how to develop a diversified portfolio that withstands market volatility, and whether the current market reaction is a preview of how the market will react as Election Day gets closer.

#Investing #MarketShift #Inflation #EconomicGrowth #FedPolicy

https://emeatribune.com/5-questions-investors-should-be-asking-themselves-after-a-major-theme-shift-in-markets/


Russia will not intimidate me, says Estonia's Kallas, after Moscow
==========

Estonian Prime Minister Kaja Kallas dismissed a warrant issued by Russia for her arrest, stating it was an attempt to intimidate her. Kallas has been a vocal critic of Moscow since the Russian invasion of Ukraine. The arrest warrant was issued on February 13 for destroying Soviet-era monuments. Kallas believes the warrant is meant to make her refrain from making certain decisions. She stated that Russia's aggression towards her is also fueled by speculation that she could take on a senior role in the European Union after the next parliamentary elections. Estonia has been a supporter of Ukraine and has initiated talks to boost European munition supplies to Ukraine. The European Union has agreed to send one million rounds of artillery ammunition to Kyiv by March 2024. Kallas stated that the initiative revealed a shortage of munitions and the need for faster production. The Baltic politicians on the wanted list risk arrest only if they cross the Russian border.

#Estonia #Russia #KajaKallas #ArrestWarrant #Ukraine #EuropeanUnion #Nato #Munitions #EuropeanMunitionSupplies

https://emeatribune.com/russia-will-not-intimidate-me-says-estonias-kallas-after-moscow-issues-arrest-warrant/


Vanguard's Largest Growth Fund Just Hit an All-Time High. Is There More Room to Run?
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Vanguard's largest growth fund, the Vanguard Growth ETF (VUG), has reached an all-time high, surpassing its previous highs from November 2021. The fund is up 38.3% over the last year, outperforming the Nasdaq Composite. The fund invests in market-leading growth companies, particularly big-tech companies with AI ambitions. It provides exposure to top growth stocks across various sectors and exchanges. The top 10 holdings of the fund make up 56.9% of its portfolio. The fund is recommended for risk-tolerant investors and those seeking more growth in their portfolio. It encourages a long-term mindset and offers a check and balance against unnecessary actions. However, the fund's high concentration and high price-to-earnings ratio are red flags. Despite its success, investing in the fund carries risks and is dependent on the market's trajectory. The article concludes by mentioning that the Vanguard Growth ETF is more expensive than before but is still a good option for investors looking for exposure to leading technologies.

#VanguardGrowthEtf #Investment #GrowthStocks #MarketLeaders

https://emeatribune.com/vanguards-largest-growth-fund-just-hit-an-all-time-high-is-there-more-room-to-run/


Is a Recession Imminent? The Fed's Leading Indicator, Which Hasn't Been Wrong Since 1966, Offers a Clear Answer.
==========

The article discusses the possibility of a recession in the U.S. based on the Federal Reserve Bank of New York's leading indicator. The indicator uses the spread between the 10-year Treasury bond and three-month Treasury bill to determine the likelihood of a recession in the next 12 months. Currently, there is a 61.47% probability of a recession by or before January 2025, which is one of the highest probabilities since the early 1980s. The article also highlights that recessions can have a significant impact on the stock market, with poor performance following an official recession declaration. However, the article emphasizes that recessions and stock market corrections are short-lived events, and long-term investors should not worry. The average length of bear markets is 286 calendar days, while bull markets typically last for 1,011 calendar days. The article concludes by stating that patience and perspective are key when investing in the stock market.

#Recession #U.s.Economy #StockMarket #FederalReserveBankOfNewYork #Indicator

https://emeatribune.com/is-a-recession-imminent-the-feds-leading-indicator-which-hasnt-been-wrong-since-1966-offers-a-clear-answer/


Nikki Haley: Trump spends more time ‘ranting’ than fighting for American people
==========

Nikki Haley, a Republican presidential nominee, criticized her rival, former President Donald Trump, for spending more time in court than on the campaign trail. Haley accused Trump of being self-centered and focused on his own victimhood rather than fighting for the American people. She highlighted his multiple court cases, in which he faces 91 charges across four criminal cases, as a 'real issue'. Haley also compared Trump to Joe Biden and predicted that if Trump became the Republican nominee, Biden would win and Kamala Harris would become president. Despite Haley's attack, Trump continues to lead in the Republican nomination contest. In the latest poll, he was 26 points ahead of Haley. Haley's criticism comes ahead of the Republican primary in South Carolina, which is seen as her last stand. She also criticized the choice between Trump and Biden, stating that America deserves better than two 80-year-olds who can't serve eight years. Biden won the Democratic primary in South Carolina with over 95% of the vote. South Carolina is an important swing state for Biden to win again this year. He won there by less than three points in 2020. Haley's appearance on Saturday Night Live was also mentioned in the article.

#NikkiHaley #DonaldTrump #JoeBiden #RepublicanPrimary #SouthCarolina #PresidentialCampaign

https://emeatribune.com/nikki-haley-trump-spends-more-time-ranting-than-fighting-for-american-people/