Be in the know. 10 key reads for Wednesday…

  1. A Fed Rate Cut Is Almost a Sure Thing. But Watch the ‘Dot Plot.’ (barrons)
  2. The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter. (barrons)
  3. China sentiment improves amid stimulus talk, but Morgan Stanley still cautious (streetinsider)
  4. Will the Fed Keep Cutting in 2025? (wsj)
  5. Pfizer Sees 2025 Revenue in Line With Wall Street Views (wsj)
  6. U.S. Retail Sales Improved Last Month, Continuing Gains (wsj)
  7. Oreo Owner Mondelez Taps AI to Tweak Its Classic Snacks (wsj)
  8. Bank of America’s Moynihan Hints That He’s Just Getting Started 15 Years In (bloomberg)
  9. The National Team Says No More To The Stock Market’s Decline (chinalastnight)
  10. One popular Wall Street indicator flashes stock-market sell signal (marketwatch)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. I have columns for what the 2025 earnings estimates were on 10/18/2024 and today. The column under the date 12/17/2024 has a letter that represents the movement in 2025 earnings estimates since the most recent print (10/18/2024).

Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”

Be in the know. 12 key reads for Tuesday…

  1. Trump says China, US can work together to ‘solve all of the world’s problems’ (scmp)
  2. Drop Everything to Join the Waitlist for the TikTok-famous Skims x The North Face Ski Collection That Sold Out in Hours (wwd)
  3. China’s Premier Calls for Urgency in Implementing Economic Work (bloomberg)
  4. Will the Fed Keep Cutting in 2025? (wsj)
  5. Trump, SoftBank CEO Unveil $100 Billion Investment in U.S. (wsj)
  6. Seven Takeaways From Trump’s News Conference (wsj)
  7. The Trump-Xi Bromance Has a Chance in 2025 (bloomberg)
  8. Nvidia Stock Is in a Correction (barrons)
  9. Why Super Micro Is Tumbling (barrons)
  10. Meet the People Who Refused to Go Back to the Office and Lost Their Jobs (wsj)
  11. Beijing Shifts Stance on Economy, but Words Alone Won’t Be Enough (wsj)
  12. Trump Says Zelenskiy Should Prepare to Make Deal to End War (bloomberg)