YXI Market Update Webinar: Mega Caps

Fed liquidity, Carry Trade, Inflation Expectation, SPY, QQQ, NFLX, Mag-7, CRM, ADBE

Author

Yimin Xu
October 18, 2024

Hi YXI friends,

Please see my market update recording via the YouTube link below.

Today we first walked through the latest Fed liquidity development, the carry trade situation, the rising inflation expectation versus oil prices and yields.

From minute 12:30 onwards, we performed chart analysis and reviewed SPY, QQQ, Netflix’s latest earnings, Mag-7 stocks, CRM and ADBE.

Please see the video below, as well as all the relevant presentation slides and price charts.

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