“I think the market will focus on the supply constraint to manufacture Hooper and Blackwell”

by Marketing | Nov 22, 2024 | Market Notes, Media Notes

How to Think About Nvidia’s Supply Constraints

“A healthy economy creates a positive backdrop for stocks”

by Marketing | Nov 2, 2024 | Market Notes, Media Notes

Dow trims earlier gains as bond yields jump

“Morgan Stanley is being a bit more affected by higher cost of deposits — that is also weighing on the stock”

by Marketing | Jul 17, 2024 | Market Notes, Media Notes

Morgan Stanley cost of deposits weighs on stock: fund manager

“They’ve [the Fed] got a lot of ammo in their arsenal to cut rates to stop quantitative tightening”

by Marketing | Jun 18, 2024 | Market Notes, Media Notes

Big Tech — not the Fed — is driving the stock-market rally. Here’s what investors need to know

“The consumer-price index’s annual core rate is still concerning enough to wait for further confirmation”

by Marketing | Jun 12, 2024 | Market Notes, Media Notes

Annual core CPI inflation rate above 3% ‘still concerning,’ portfolio manager says