David Cheetham, CFA @DavidCheetham3
Market news, commentary and charts. NUFC fan from Cornwall. Tweets are not advice. Joined January 2012-
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September FOMC *The Fed cuts rates by 25 bps *A narrow majority of officials pencil in a total of at least 3 cuts this year *Statement changes are dovish *Miran is the only dissent, for 50 bps
🚨 LIBERATION DAY CHEAT SHEET 🚨
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8 - Track the chaos of the final round of 2024-25 league-phase fixtures with our live UEFA Champions League table and Opta supercomputer predictions. Carnage. theanalyst.com/2025/01/champi…
The Fed held rates steady as widely expected. The FOMC statement contains only minor changes that mark to market recent economic developments: "Labor market conditions remain solid" "Inflation remains somewhat elevated."
Economists who produce detailed inflation forecasts expect the November CPI to show that core prices rose about the same as in October, up 0.27% to hold the 12-month rate at 3.3% The median forecast has headline CPI rising to 2.7% from 2.6%.
$NVDA earnings out *NVIDIA 3Q ADJ EPS 81C, EST. 74C *NVIDIA 3Q REV. $35.1B, EST. $33.25B *NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B *NVIDIA SEES 4Q REV $37.5B PLUS OR MINUS 2%
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours. Here's a quick pre-earnings overview 🔍👇 🔹Est. Revenue: $33.1B (+83%) 🔹Est. EPS: $0.75 (+85%)
Economists who produce detailed inflation forecasts expect the October CPI to show a firmer increase in core prices, with the median forecast pointing to a 0.30% rise (+3.3% Y/Y) The headline CPI is seen rising 0.21% (+2.6% Y/Y)
The Fed cut rates by 25 bps, as expected. The decision was unanimous this time. The FOMC statement had minimal changes.
Polling Station Closing Times #USElection2024
Chunky rise in 1wk FX implieds, now covering election day next week...extrapolated trading ranges below...
🚀 $SPY snapshot on election years. SPY was +6% YTD on Oct 28, 2016 SPY was +3% YTD on Oct 28, 2020 SPY is +24% YTD on Oct 28, 2024 Stat brought to you by Mr @AHart1974 *Edited to add the chart from @MrMBrown
The first Friday of the month brings an update on the US labor market. Signs of slowing job growth could trigger another 50bp Fed cut as the FOMC focuses on employment over inflation. Read Senior Research Strategist @MrMBrown's preview here 👉 bit.ly/4eKXxDk
“This is it, this is happening” Tickets on sale this Saturday 31st August (🇮🇪8AM IST / 🇬🇧9AM BST) Dates: Cardiff Principality Stadium - 4th/5th July Manchester Heaton Park - 11th/12th/19th/20th July London Wembley Stadium - 25th/26th July & 2nd/3rd August Edinburgh Scottish Gas…
BoE 'cheat sheet' via @ING_Economics

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