Pro Ultra 20+Yrs

🌟🌟🌟This week is jammed packed with lots of important events for the markets:

1. Big Tech Earnings: $Microsoft(MSFT.US)reports on Tuesday, $Meta Platforms(META.US)on Wednesday, $Apple(AAPL.US)and $Amazon(AMZN.US)on Thursday. $SK Hynix(SKHY.US)drops its results on Wednesday July 29.

What to watch: Investors are no longer focusing on generic AI hype. They are looking at hard data. I would be watching capital expenditure numbers to see whether Big Tech is successfully monetising their AI investments. A failure to prove high margins will spark an aggressive tech rotation.

2. The FOMC meeting on Wednesday followed by new Fed Chair Kevin Warsh's press conference.

What to watch: While Fed is widely expected to maintain a steady pace, pay close attention to the forward guidance. If Fed signals that interest rate will stay higher for longer due to recent trade tariffs, bond ETFs like $iShares barclays 20+ Yr Treasury Bd(TLT.US)and tech indices like Nasdaq 100 will face immediate downward pressure.

3. The US Q2 GDP Report Card on Thursday.

Consensus points to a stable print between 1.5% to 2.4%. If underlying consumer and business spending remains high, the market will jump.

4. Geopolitical & Energy Pivot

What to watch: Lower oil prices take the inflationary pressure off the consumer. If Iran war escalates, oil will surge past USD 100 a barrel.

Let's hope the market will have lots of good news. If not, then it is a great time for bargain hunting.

Bond prices drop when yields go up and Vice-versa. It confuses many, but the logic is pretty simple.

Diesel-driving bondholders are NOT having a good time rn $XLE $TLT

Stable dividend from TLT , wish increase more units in future.

And hold more other stocks position and grow my portfolio . 🫡

TLT is the best and stable monthly dividend and hedging products in my opinion, will try to add more in future.

All eyes on the bond market 👀 $TLT

Source: TrendSpider

Powell’s latest remarks: neutral to dovish

Powell just wrapped up his speech — overall, it leaned neutral to dovish. Two key takeaways:

First, he said that despite the current spike in oil prices, long-term inflation expectations remain stable. So the Fed hasn’t made any decisions yet — meaning rate hike expectations aren’t high.

Second, he noted that the Fed’s asset purchases — i.e., balance sheet expansion — help lower interest rates and support the economy. That’s actually the opposite of the tapering expectations that have been circulating.

Alright, neutral to dovish. The reaction from both stocks and bonds confirms that. But we’ll still need to see how oil prices react tonight. As long as oil holds steady, things should be fine.

$Micron Tech(MU.US) $Microsoft(MSFT.US) $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $iShares barclays 20+ Yr Treasury Bd(TLT.US) $Meta Platforms(META.US) $SPDR Gold Shares(GLD.US)

Trump will TACO, he is clearly panicking right now with his truth social post over the weekend. He cannot possible lose the mid term elections if he drag the war. HE KNOWS IT!

Everything hinches on the war now, no one cares about earnings anymore. It's a break or make moment mates!