מבזק חדשות הבורסה שוק ההון וול סטריט מניות 19.9.24

Summary

The video script discusses financial news, market updates, and the impact of interest rate cuts on the economy. It mentions the excitement around market rises and the expected reactions one month after such cuts. The speaker also talks about AI's role, specifically in the context of iPhone supply, using data from UPS flights to predict Apple's stock performance. Analyst recommendations on various stocks like Google, Apple, and others are highlighted, along with cryptocurrency updates.

Takeaways

• 📈 The stock market is opening with rises, reflecting a general optimism that Tom Lee is also likely correct this time.
• 📉 The first week after interest rate cuts is expected to be a bit red, so caution is advised against overexcitement.
• 🚀 Despite the excitement, it's important to note that the market is expected to rise at least according to historical statistics following a rate cut.
• 💼 The employment requests are going up, and the labor market is showing signs of weakness, which the Fed acknowledges without issue.
• 📱 The situation with iPhones is being closely watched, with a leading manager stating they have no idea what others are talking about regarding Apple's orders.
• 🌐 A collaboration with Uber and a report on results is announced, with a particular focus on the latter being weak.
• 🇩🇪 Volkswagen is expected to lay off 30,000 workers, which was anticipated by those following the channel.
• 🤖 AI is a significant topic, with the channel discussing its impact and influence on the market and business.
• 📊 Analysts are predicting whether Apple will increase or decrease iPhone production, with Sebastian Dou suggesting a creative approach to understanding the market.
• 💹 There's a focus on stock recommendations, with various analysts advising to hold more of certain stocks like Google, Apple, and others, with some suggesting to sell or avoid certain stocks.

Q & A

What is the main topic discussed in the script?

The main topic discussed in the script is the financial market, with a focus on stock market updates, interest rates, and the performance of specific companies like Apple and their iPhone sales.

What does the speaker mention about the stock market's reaction to interest rate cuts?

The speaker mentions that in the first week after an interest rate cut, the market is expected to be a bit red, indicating a potential downturn, and advises not to get too excited about short-term gains.

What is the speaker's view on the performance of the S&P 500 after a rate cut?

The speaker refers to historical statistics, suggesting that the S&P 500 is likely to rise at least three months after a rate cut.

What does the speaker say about the Federal Reserve's (Fed) actions and their implications?

The speaker discusses the Fed's decision to lower interest rates by 50 basis points and acknowledges that the Fed has no problem continuing to lower rates, which is a significant move.

What is the speaker's opinion on the impact of AI on the job market?

The speaker expresses concern about the impact of AI on the job market, mentioning that AI is a significant issue and that they will discuss it further.

What does the speaker reveal about Apple's iPhone sales?

The speaker reveals that there is a tracking tool showing that there are approximately 2.3 billion dollars worth of iPhones in the air and 300 iPhones entering a 747 plane, indicating strong sales.

What is the speaker's strategy for predicting the stock market's performance?

The speaker suggests looking at the flight patterns of UPS planes carrying iPhones as a way to predict Apple's stock performance, highlighting a creative approach to market analysis.

What advice does the speaker give regarding investment in Google and Apple stocks?

The speaker advises holding onto Google and Apple stocks, referencing the opinions of financial analysts from Morgan Stanley and JP Morgan.

What does the speaker discuss about the performance of cryptocurrency?

The speaker mentions that cryptocurrency is fluctuating positively, with Bitcoin being a notable example.

What is the speaker's approach to providing financial advice?

The speaker provides financial insights and advice by analyzing market trends, company performance, and the opinions of financial analysts, while also using creative methods like tracking UPS flights for stock predictions.