What NaNa说美股 said in this video:
- Oil & Energyneutralshort-termOil prices and long-end Treasury yields remain elevated, suppressing risk appetite in the market.Source
- SPYneutralshort-termThe S&P 500 has reclaimed the 7800 level and its short-term rebound continues, but confirmation of the trend still needs more evidence; the index may remain range-bound at high levels in the short term.Source
- Inflationneutralshort-termNext Wednesday's CPI release will be a major test for the stock market.Source
- Cneutralshort-termBank stocks have been sold off on concerns about slower capital-markets revenue and higher funding costs; after earnings, bank share prices may diverge significantly because business structures and revenue sources differ.Source
- WFCneutralshort-termBank stocks have been sold off on concerns about slower capital-markets revenue and higher funding costs; after earnings, bank share prices may diverge significantly because business structures and revenue sources differ.Source
- JPMneutralshort-termBank stocks have been sold off on concerns about slower capital-markets revenue and higher funding costs; after earnings, bank share prices may diverge significantly because business structures and revenue sources differ.Source
- GSneutralshort-termBank stocks have been sold off on concerns about slower capital-markets revenue and higher funding costs; after earnings, bank share prices may diverge significantly because business structures and revenue sources differ.Source
- Earningsneutralshort-termThe Q3 earnings season kicks off next Tuesday with big banks; for the market, the key is not just how much banks earn, but how management guides Q4 trading revenue, credit demand, funding costs and asset quality.Source