🇨🇭 Global One SI - Prompt
US markets just added $430 billion in market cap after Iran declared the Strait of Hormuz fully open. - S&P 500 is up 0.73% today adding $430 billion. - Nasdaq is up 0.89% adding $180 billion. - Dow is up 1.2% adding $120 billion. Oil is crashing and trading…
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The S&P is at all time highs
Me and the boys:
Me and the boys:
Graph of US government bond purchases:
➤ April 16 - purchase of $5.058b.
➤ April 21 - purchase of $7.587b.
➤ April 27 - purchase of $5.058b.
➤ May 5 - purchase of $7.585b.
➤ May 7 - purchase of $7.587b.
➤ May 11 - purchase of $7.587b.
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▪️Market expectations (Fed rate):
- PAUSE until January 2027.
▪️Goolsbee, Fed Chairman:
- If oil costs $90 per barrel month after month, this would start to affect other prices. I don't think this oil shock is similar to what happened in the 1970s.
- I'm concerned about how long the conflict between Iran and the US will last. Before the war, I was optimistic about a rate cut.
- The longer the war lasts and the higher inflation remains, the more the rate cut will be shifted beyond 2026.
- I see a small but real risk for the Fed on two fronts at once.
▪️Hammack, Fed Chairman:
- The risks for monetary policy are two-sided. We need to look at both inflation and how energy costs affect the economy.
▪️Williams, Fed Chairman:
- The war in the Middle East is already intensifying inflation. I see the first signs of disruptions in supply chains.
- If the conflict ends quickly, this should help ease inflationary pressure.
- Liquidity is better than expected given the uncertainty. The Treasury bond market is working extremely well.
▪️Daly, Fed Chairman:
- My forecast depends on how long oil prices will rise and how long the conflict will last.
- It's too early to say whether the oil shock will be short-term or sustained. Everything depends on how long the conflict lasts: if it ends soon, we will return to the rate trajectory we were on.
- If the conflict persists, inflationary pressure will last longer. The oil shock is likely to have a greater impact on inflation than on economic growth.
▪️Waller, Fed Chairman:
- I'm not worried about the dollar losing its status as a reserve currency. It's still trusted.
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High-Momentum Leaders: 28 Stocks Showing Expanding Relative Strength (>5% ADR)
$PL – Aerospace & Defense
$RKLB – Aerospace & Defense
$CVNA – Auto & Truck Dealerships
$CARR – Building Products & Equipment
$IREN – Capital Markets
$AAOI – Communication Equipment
$CIEN – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$DELL – Computer Hardware
$SNDK – Computer Hardware
$BE – Electrical Equipment
$CLS – Electronic Components
$TTMI – Electronic Components
$SGI – Furnishings, Fixtures & Appliances
$AUR – IT Services
$COHR – Scientific Instruments
$AMKR – Semiconductor Equipment
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$MU – Semiconductors
$RMBS – Semiconductors
$SMTC – Semiconductors
$TSEM – Semiconductors
$CRWV – Software Infrastructure
$NBIS – Software Infrastructure
$ALB – Specialty Chemicals
$PL – Aerospace & Defense
$RKLB – Aerospace & Defense
$CVNA – Auto & Truck Dealerships
$CARR – Building Products & Equipment
$IREN – Capital Markets
$AAOI – Communication Equipment
$CIEN – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$DELL – Computer Hardware
$SNDK – Computer Hardware
$BE – Electrical Equipment
$CLS – Electronic Components
$TTMI – Electronic Components
$SGI – Furnishings, Fixtures & Appliances
$AUR – IT Services
$COHR – Scientific Instruments
$AMKR – Semiconductor Equipment
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$MU – Semiconductors
$RMBS – Semiconductors
$SMTC – Semiconductors
$TSEM – Semiconductors
$CRWV – Software Infrastructure
$NBIS – Software Infrastructure
$ALB – Specialty Chemicals
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Cantor reiterates Overweight on AeroVironment $AVAV with a $315 price target.
Analysts see a powerful space catalyst cycle and accelerating government budgets driving outperformance. With a $4.2B backlog, AeroVironment is a high momentum leader in high tech war.
Analysts see a powerful space catalyst cycle and accelerating government budgets driving outperformance. With a $4.2B backlog, AeroVironment is a high momentum leader in high tech war.
🇨🇭 Global One SI - Prompt
$CRML/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
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With a $120M EXIM Bank LOI, a 40% metallurgical jump to 2.96% TREO, and a $30M program to triple resources, the company is the premier Western Heavy Rare Earth Elements powerhouse.
With a $120M EXIM Bank LOI, a 40% metallurgical jump to 2.96% TREO, and a $30M program to triple resources, the company is the premier Western Heavy Rare Earth Elements powerhouse.
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$LLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Guggenheim reiterates Buy on $LLY Eli Lilly with a $1,163 price target.
ACHIEVE4 data for Foundayo removes safety overhangs, showing a 16% reduction in MACE and no liver signals. This oral GLP1 is now a clear leader for cardiometabolic expansion.
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🇨🇭 Global One SI - Prompt
$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Roth MKM’s Sujeeva De Silva raises Intuitive Machines $LUNR price target to $35 from $25, maintaining a buy.
With a $1B revenue target and $943M backlog, Intuitive Machines is the "Space Prime" powerhouse.
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