MHh
01-08
There is a good chance for US 10Y treasury yields to reach 5%. The recent data do suggest inflation has been sticky and Trump does intend to add more jobs alongside with pushing for rate cuts. I do expect the broader market to dip. Logically, the number of rate cuts should be low but I believe trump will exert pressure for further rate cuts. So, expect at least 1 rate cut for the year.
MSFT & META Earnings: Can AI Translate More Growth for Giants?
Microsoft and Meta will release their earnings after Wednesday’s market close. Microsoft is expected to report 10% revenue growth year on year. Key for Microsoft will be any advancements its artificial intelligence along with how well its Azure business performed. Meta is expected to report earnings growth of more than 25% year on year. Analyst expects the company’s generative AI ad tools to “drive revenue growth.” -------- Will their earnings continue last week's uptrend? Can META's ADs continue to benefit from AI? Will Microsoft Azure business meet estimates?
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