FUTU | 富途

Warmer weather + delayed ruble payments, European gas prices fell to the lowest level since the Russian-Ukrainian war

Source: Zhitong Finance With warmer weather and signs Russia is not expected to have to pay for fuel in rubles until next month, European gas prices continued to fall to their lowest levels since the start of the Russian-Ukrainian war. Benchmark Dutch natural gas futures fell as much as 12 percent to 84 euros a …

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One picture to understand | This low-key sector is quietly rising! U.S. stock market TOP20 agricultural stock inventory

The world is currently suffering from a major price shock as inflation continues to climb. Inflation is being felt in everything from natural gas to semiconductors to food prices. Agricultural stocks are in the spotlight as food prices continue to rise. Since the beginning of this year, especially fertilizer stocks, their share prices have performed …

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U.S. Treasury real yields are approaching positive, high-risk assets face greater headwinds

Source: Wind Recent comments from Fed officials have added to uncertainty about the magnitude of the tightening, with a steeper yield curve suggesting bond traders are reducing bets that excessive Fed tightening will stifle economic growth. The jump in U.S. inflation-adjusted bond yields is close to turning positive as the Federal Reserve aggressively tightens monetary …

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Was poured cold water before the score! Why is Netflix being sung by Wall Street ahead of schedule?

Source: Zhitong Finance When Netflix (NFLX.US)$ reports earnings after the U.S. stock market closes on Tuesday (early Wednesday morning Beijing time), the market will not only focus on the company’s number of new users in the first quarter of 2022, but also on the number of new users The company gave new user guidance for …

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U.S. stock outlook | 10-year U.S. bonds hit a new high in more than 3 years; Tesla’s stock price rose before the market, and the Shanghai factory resumed production today

global macro The three major U.S. stock index futures rose slightly before the market on Tuesday European stocks broadly weaker on Tuesday Bullard: Will not rule out raising federal funds target rate by 75 basis points at May meeting St. Louis Fed President James Bullard, a hawkish Fed official, said he would not rule out …

U.S. stock outlook | 10-year U.S. bonds hit a new high in more than 3 years; Tesla’s stock price rose before the market, and the Shanghai factory resumed production today Read More »

Earnings Prospect | Pay for the exit of the Russian business! Can Netflix’s Q1 performance still exceed expectations?

Analysts expect Netflix to add 2.6 million subscribers in the first quarter, according to Refinitiv data. Netflix (NFLX.US)$ will announce its latest quarterly earnings results after the U.S. stock market closes on April 19, Eastern Time. The market expects Netflix’s first-quarter earnings per share to be $2.9, a year-on-year decrease of 22.7%; revenue of $7.93 …

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Semiconductor stocks are still on fire! Billions of dollars pour into related ETFs

Source: Zhitong Finance According to statistics, since the beginning of this year, semiconductor ETFs have had about $6.8 billion in capital inflows, more than $5.2 billion in 2021 and $2.1 billion in 2020. Investors are flocking to semiconductor ETFs, betting that the industry will bounce back from supply chain hurdles and chip shortages that have …

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Earnings Prospect | What is the focus of Tesla’s Q1 earnings report? Subsequent production recovery is key

Source: US-Hong Kong Telecom Tesla’s adjusted earnings per share in Q1 2022 more than doubled year-over-year to $2.26, according to FactSet analyst estimates. Revenue is expected to rise 69% to $17.595 billion. On April 20, local time, after the U.S. stock market closed, Tesla will announce its 2022 Q1 financial report, and the market will …

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Scared away by a recession? U.S. stocks see biggest weekly outflow of the year

Source: Golden Ten Data U.S. equity funds suffered $12.57 billion in outflows in the week ended April 13, according to Refinitiv Lipper data, the largest weekly net selling since Dec. 15. Investors are pulling out of stocks quickly as recession fears take hold, with U.S. stocks seeing their biggest weekly outflows of the year. U.S. …

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One picture to understand | Global food prices have risen sharply, and these U.S. stocks are also “rising”

At present, global commodity prices are intensifying, and food prices are also skyrocketing. Corn futures rose above the $8 mark on Monday due to supply issues, hitting a nearly 10-year high since September 2012 and up a third from $6 at the start of the year. Futures such as wheat and soybeans are also continuing …

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Libya’s closure of largest oil field could lead to a supply gap of more than 500,000 barrels

Source: Golden Ten Data If civil unrest in the OPEC member continues, it may lead to further supply disruptions. Libya closed its largest oil field on Monday and warned of further disruptions. Demonstrations against Libyan Prime Minister Dbeibah threaten to affect the OPEC member’s energy industry, with Libyan oil production likely to fall by more …

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One picture to understand | Which defensive stocks have been “rising in silence” this year?

After the U.S. CPI hit a record high in March, the Fed’s interest rate hike expectations were strengthened again, and a number of Fed officials reiterated their determination to suppress inflation over the past week. Against this backdrop, U.S. stock investors are turning to defensive sectors that they believe are better able to weather turbulent …

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