Previews on BOJ MeetingAfter the July 24 rate hike, the yen appreciated to around 140, when a large number of yen hedging trades were closed out, and the entire Japanese stock $iShares JPX-Nikkei 400 ETF(JPXN)$ and U.S. stock $SPDR S&P 500 ETF Trust(SPY)$ marketshave all seen a significant wave of pullbacks.Just past the December meeting, the Bank of Japan kept its policy rate unchanged at 0.25% at its December meeting (with one dissenting vote), with hawkish member Naoki Tamura stating that upside risks to inflation were increasing and proposing a rate hike to 0.50%.In the post-meeting press conference, Governor Ueda's statement was borderline dovish, which also caused the yen exchange rate to retreat

$United Continental(UAL)$ 24Q4 earnings highlightsSolid rebound across all business segments (Passenger, Cargo, Corporate), with strong results amid strong economic activity in North America;Passenger Transportation Open Source: Passenger Revenue per Available Seat Mile (PRASM) snapped a six-quarter streak of declines and turned +0.6% year-over-year; Cost per Available Seat Mile (CASM) declined 1.6%;International revenue growth rebounded to 8.7%, following a decline in growth in the previous three quarters;Passenger load factor remained around 82.3%, with European routes picking up year-on-year to at 81.6% and Asia-Pacific routes currently at 76%, still with room to rise;Considering the likelihood of continued encryption of US-China routes in FY25

Big-Tech’s PerformanceThis week's CPI release directly rewrote market risk sentiment.The dollar hit new highs since 2022 and 30 year US bond yields broke through to 5% again as a result of the previous extreme pessimism on rate cut expectations, even while considering that the reflation brought about by Trump's inauguration could cause the Fed to raise rates.The good news is that the fall in core CPI has reduced some of the tightness and all three indices have bounced back from overshooting.More importantly next week is when Trump takes office, and with those policies likely to be the first to be released, there are a lot of unknowns for the market. While the U.S. bond market is now more fully priced into the uncertainty $iShares 20+ Year Treasury Bond

The murder of an executive, an asymmetric cyberattack, an embattled pharmacy benefit manager, and rising healthcare costs mark a tumultuous year for $UnitedHealth(UNH)$ On Thursday, the company reported fourth-quarter 2024 results, a rare case of quarterly revenue falling short of expectations while healthcare costs rose.While earnings still beat expectations amid improved operational efficiencies, the stock fell more than 6% and brought down the entire health insurance industry.The Minnetonka, Minnesota-based company was the industry bellwether during earnings season, with its main competitors $None(HUM)$ $CVS Health(CVS)$ $Ele

1. JPMorgan Chase & Co. $JPMorgan Chase(JPM)$ JPMorgan Chase had a strong fourth quarter, with key metrics beating analysts' expectations.The bank reported adjusted revenue of $43.74 billion, significantly beating the widely expected $42.01 billion.Earnings per share came in at $4.81, demonstrating strong profitability.Shares of JPMorgan Chase were up 2% in pre-market U.S. trading.Key performance indicators:Loans: $1.35 trillion, in line with expectationsProvision for credit losses: $2.63 billion, below expectations of $3.04 billionReturn on equity: 17% (vs. 14.1% expected)Return on tangible common equity: 21% (expected 17.2%)Book value per share: $116.07CEO Jamie Dimon emphasized the company's strong performance across all lines of business,

Key PPI Data for January 14th:Monthly Change: 2024 The Producer Price Index (PPI) rose 0.2% in December.This was lower than the 0.3% expected and lower than the 0.4% increase in November.Annual change: wholesale prices rose 3.3% y/y, up from 3.0% in November, while this figure also remained relatively high.Core PPI: excluding food and energy prices. unchanged in December, up 3.5% y/y.Read more >>December CPI Comes: Options to Trade a Volatility Short Strategy? Why 5% Matters for the 10-Year Treasury! Which Industry Will Impact The Most!January 15 CPI Index Expectations:The current consensus market expectation for December is:Headline CPI rose 0

The continued climb in U.S. bond yields has gotten a lot of market attention in recent times.So what has driven this round of yields upward?And what are the potential investment opportunities worth tapping into?Core reasons for the rise in U.S. bond yieldsThe current round of rise in US bond yields can be attributed to the following four main factors:Enhanced U.S. economic growth expectations: recent economic data performance has been impressive, intensifying the market's expectations for a stronger U.S. economy.Supply-side shocks: Over-expected issuance of U.S. debt has pushed up term premiums.Weakened expectations of rate cuts: Investors' confidence in future rate cuts has waned.Stronger US dollar leads to liquidity crunch: lack of US dollar liquidity triggers a wave of US bond selling.C

Seeking Alpha's 2024 Best of the Top 10 stocks performed 124% overall, outperforming the $S&P 500 (.SPX)$ by 25%.Among them was selected the bullish $AppLovin Corporation (APP)$.And the Top 10 for 2025 are as follows:$OppFi Inc.(OPFI)$Market capitalization: $651.78 million.Quantitative rating: Strong Buy.Sector: Financial.Sector: consumer finance.Powered by AI-driven underwriting, OppFi Inc (OPFI) leverages its scalable technology platform to provide access to credit for underserved middle-income consumers.The company reported outstanding third quarter 2024 earnings results, with revenues reaching a new high of $136 million.Meanwhile, net income under GAAP more than do

At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with $HSI(HSI)$ alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. $HSTECH(HSTECH)$ Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m

Big-Tech’s PerformanceThis week spanned the first trading day of 2025 at the year-end level of 2024, and the overall market sentiment also showed a rhythm of ups and downs, on the one hand, it is the closing of 2024 after a big rise, on the other hand, there is also a risk aversion to the next oscillating trend, and a lot of investors are also grabbing the opportunity to run away.The market also began to diverge in the opening two days of 2025, and the performance among big tech companies presented market expectations.By the close of trading on January 2, Big Tech companies as a whole closed lower over the past week.Among them were $Apple(AAPL)$ -5.56%, $NVIDIA(NVDA)$ -1.36%,