Workflow
Markets Weekly Outlook - S&P 500, Nasdaq And Dow Jones On A Tear As Fed Rate Cut Looms
Seeking Alpha· 2025-09-14 12:30
Dean Popplewell has nearly two decades of experience trading currencies and fixed income instruments. He has a deep understanding of market fundamentals and the impact of global events on capital markets. He is respected among professional traders for his skilled analysis and career history as global head of trading for firms such as Scotia Capital and BMO Nesbitt Burns. Since joining OANDA in 2006, Dean has played an instrumental role in driving awareness of the forex market as an emerging asset class for ...
Oil News: Crude Oil Futures Vulnerable Next Week Below Key 52-Week Average
FX Empire· 2025-09-14 12:15
A sustained move under the 52-week moving average will signal the presence of sellers. If this generates enough downside momentum then look for a drive toward the swing bottom at $61.12, followed by a Fibonacci level at $60.26. The latter is a potential trigger point for an acceleration to the downside.Overcoming the 52-week moving average will indicate the return of buyers. However, the subsequent rally could be a labored event with a pair of pivots at $64.56 and $65.41 providing resistance initially, foll ...
Market Outlook: Fed meet, FII action among 8 factors to impact Sensex, Nifty this week
The Economic Times· 2025-09-14 12:01
核心观点 - 印度Nifty指数连续8个交易日上涨 周五收于25,114点 单日涨幅0.43% 周涨幅1.5% 主要受汽车、银行和制药板块推动[1][14] - 市场关注美联储9月17日货币政策会议 预期降息25个基点 因劳动力市场疲软超过通胀担忧[1] - 技术分析显示Nifty在25,000点获得支撑 若突破25,150点可能向25,500点迈进 银行指数需突破54,900点才能形成新动能[10] 美股市场表现 - 纳斯达克指数创收盘新高 受微软推动 但三大指数表现分化[4] - 道琼斯指数收于45,834.20点 下跌273.78点或0.59%[4] - 标普500指数收于6,584.29点 下跌3.18点或0.05%[4] - 纳斯达克综合指数收于22,141.10点 下跌98.03点或0.45%[4] 公司行动 - 超过230家公司本周将进行公司行动 包括股息、股票分拆和红股记录日[6] - Godfrey Phillips India进行2:1红股发行 Kesar Enterprises进行1:10股票分拆 Tourism Finance Corporation of India进行1:5股票分拆[7][15] - Glenmark Pharmaceuticals、Indraprastha Gas等公司股息记录日本周生效[7] 首次公开募股 - 5宗IPO本周启动 包括主板和中小企业板块[7] - 主板IPO中Euro Pratik Sales规模最大 融资45.1亿卢比 发行价区间235-247卢比/股 发行日期9月16-18日[7] - VMS TMT主板IPO于9月17-19日进行[7] - 中小企业板块TechD Cybersecurity和JD Cables开放认购[8] 机构资金流向 - 周五外国机构投资者(FII)净流入1.296亿卢比 国内机构投资者(DII)净买入155.6亿卢比[9] - 2025年至今FII累计卖出14,141.7亿卢比 8月单月卖出1,078.2亿卢比[9] 技术因素 - 金属、汽车和制药板块持续走强 防御和铁路板块需选择性投资[11] - Nifty需维持在24,850点以上才能保持积极态势[1] 汇率动态 - 印度卢比对美元周五回升9派士 收于88.26 周四曾创历史新低88.35[12] - 预期卢比温和走强 因美元疲软和风险偏好上升 交易区间预计88-88.50[13] 原油市场 - 乌克兰无人机袭击俄罗斯港口推动油价上涨 缓解供应过剩压力[13] - WTI原油合约收于62.60美元/桶 下跌0.23美元或0.37%[14] - 布伦特原油期货报66.99美元/桶 上涨0.51美元或0.77%[14]
China starts probes targeting US Semiconductor sector
BusinessLine· 2025-09-14 12:00
China launched two investigations targeting the US semiconductor sector ahead of planned talks between the two nations on trade and other issues.The Ministry of Commerce said in a statement on Saturday that it’s opened an anti-dumping probe relating to certain American-made analog IC chips, the sort of products sold by Texas Instruments Inc. and Analog Devices Inc. At the same time, the ministry also kicked off an anti-discrimination investigation into US moves against the Chinese chip sector, according to ...
Intel Stock: America’s $8.9 Billion Stake In A Semiconductor Resurrection (NASDAQ:INTC)
Seeking Alpha· 2025-09-14 11:58
Intel is emerging from the ashes, or perhaps about to. While the company has faced a severe downturn in recent years, we can seeOliver Rodzianko is an investor and capital allocator focused on high-alpha portfolio strategy and first-principles research.He is the Founder and Chief Executive Officer of Invictus Origin, where he manages the Invictus Hydra portfolio. The strategy significantly outperforms the Nasdaq-100 while maintaining approximately 20% in cash reserves for deployment during market dislocatio ...
Intel: America's $8.9 Billion Stake In A Semiconductor Resurrection
Seeking Alpha· 2025-09-14 11:58
Intel is emerging from the ashes, or perhaps about to. While the company has faced a severe downturn in recent years, we can seeOliver Rodzianko is an investor and capital allocator focused on high-alpha portfolio strategy and first-principles research.He is the Founder and Chief Executive Officer of Invictus Origin, where he manages the Invictus Hydra portfolio. The strategy significantly outperforms the Nasdaq-100 while maintaining approximately 20% in cash reserves for deployment during market dislocatio ...
Rio Tinto Stock: The Income Is Strong, The Catalysts Are Weak (NYSE:RIO)
Seeking Alpha· 2025-09-14 11:47
Rio Tinto (NYSE: RIO ) is one of the most important mining companies in the world and its portfolio combines iron, copper, aluminium and lithium, which allows it to have a robust balance sheet andI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles ref ...
A Contrarian Call To Buy Monday Shares Now-The Company Is Really 'Fair Of Face'
Seeking Alpha· 2025-09-14 11:41
These days the poem about Monday's Child is quite forgotten. It dates back a long way and it was supposed to mean that one could tell the fortune of a child by the day of theBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from ...
Trump Links Sanctions On Russia To NATO Unity, Calls Out Hungary And Slovakia Over Oil Purchases - United States Oil Fund (ARCA:USO), SPDR S&P Oil & Gas Explor & Product (ARCA:XOP)
Benzinga· 2025-09-14 11:39
President Donald Trump announced on Saturday that he is “ready to do major Sanctions on Russia” but only after all the North Atlantic Treaty Organization (NATO) countries commit to identical measures and halt Russian oil purchases.NATO Coordination Required for ImplementationTrump’s conditional approach requires unified NATO action before imposing economic penalties, according to a CNBC report. The president criticized that “NATO’S commitment to WIN has been far less than 100%” while targeting continued Rus ...
NEW CHINA LIFE INSURANCE(1336.HK):UPDATING POST 1H25 RESULTS
格隆汇· 2025-09-14 11:29
We update our estimates post 1H25 results. 机构:高盛集团 研究员:Thomas Wang/Simone Chen We raise our FY25E net profit estimates by 25%, refiecting better-than-expected 1H25 result and equity market gains so far in 3Q. Our FY26/27E net profit estimates are 6-7% higher, as we allow for slightly higher investment yield on the back of a rebound in bond yield. Our higher net profit estimates translate into a 2-3% higher shareholders' equity estimates in FY25-27E. We also raise our FY25-27E VONB by 8-10%, driven by higher ...