U.S. stocks traded yesterday.

Dow Jones Industrial Average -0.31% to 37,592.98, S & P 500 Index + 0.08% to 4,783.83, the Nasdaq index dominated by technology stocks + 0.02% to 14,972.76。In terms of industry trends, the energy industry was the strongest, rising + 1.26%, with selective consumer goods the weakest, down -1.06%。

"01" Barclays cut interest rates early, Fed officials disagree

Barclays said that judging from this week's inflation data, the Federal Reserve (Fed) will start cutting interest rates early, predicting that the time for a rate cut to start is March, not June, as they had previously predicted.。Barclays noted that given the recent progress on inflation, they believe the Fed will be comfortable cutting rates and do not need to see a significant weakening of the economy or labor market, with an expected interest rate range of 4.25 to 4.5%。But Chicago Fed President Austan Goolsbee said financial markets may have been significantly ahead of the Fed in terms of rate cut expectations, and while inflation did fall sharply last year, it still needs more actual data to support future rate cuts, and it's too early to make a judgment about March。

02 Tanker Company Suspends Red Sea Route

Several of the world's major tanker companies temporarily halted Red Sea routes after US-British coalition forces launched air strikes against the Yemun Houthi group and the Houthi group vowed to retaliate。Tanker companies such as Hafnia, Torm and Stena Bulk have confirmed they will avoid Red Sea routes in the coming days in response to a recommendation by the US-led Joint Maritime Force.。Rising geopolitical tensions have spurred international oil prices to hit a new high since 1 / 5th, and analysts note that the future can be watched to see if the geopolitical turmoil will affect other important oil routes such as the Strait of Hormuz。

"03" Microsoft on the throne of global market value

After Friday's close, Microsoft (MSFT) overtook Apple (AAPL) as the world's most publicly traded company by market capitalization, with Microsoft up more than + 3% this week, pushing up its market capitalization to 2.$89 trillion, while Apple fell more than -3%, causing its market capitalization to slip to 2.87 trillion dollars。This is the first time since November 2021 that Microsoft has closed with a market capitalization that surpassed Apple, which has been the world's most valuable public company for the past two years.。

"04" Apple is targeted by bears

Investment research firm Hedgeye announced Friday that Apple (AAPL) is its latest short target.。Hedgeye expects Apple's revenue growth to be bleak until 2025 at a time when iPhone sales are weak, lack of innovation, and Microsoft's AI capabilities are intensifying competition in the PC market, so Hedgeye expects Apple's stock price to fall -30% from its current level。

"05" winter storm and Boeing 737 Max 9 grounding lead to aviation knots

After the door of an Alaska Airlines (ALK) Boeing 737 Max 9 passenger plane fell off during flight last week, the FAA immediately ordered the grounding of more than 170 Boeing 737 Max 9s, plus the impact of winter storms, on Friday major U.S. airlines canceled about 2,000 flights and delayed another 4,500 flights。The Federal Aviation Administration (FAA) announced Friday that it will conduct a comprehensive review of Boeing's (BA) production lines and consider an independent third party to strengthen regulation of Boeing's production quality and safety certifications, in addition to the FAA's refusal to give a timetable for the Boeing 737 Max 9 go-around.。

06 One of Wall Street's Most Pessimistic Air Forces Surrenders

Wall Street firm Piper Sandler analyst Michael Kantrowitz has been pessimistic about the outlook during the 2023 surge in U.S. stocks, but his view has now turned optimistic, with the S & P 500 expected to top 5,000 this year, a record high, as long as the labor market remains intact。At present, Michael believes that as long as the number of initial jobless claims does not exceed 27.50,000, his base prediction is that U.S. stocks will rise to 4,950, more optimistic than the average Wall Street target of 4,851, reflecting a clear shift for the big short.。

《 More 》

* Next Monday (1 / 15) is Martin Luther King Jr. Day, U.S. stocks closed for one day

* Reuters reports that China's fast fashion cross-border e-commerce company Shein is seeking approval from the Beijing government for its listing in the United States

* Bank of America analysts point out that electronic signature platform DocuSign (DOCU) could be acquired by private equity firms for $95 per share

* Chinese military labs connected to Baidu's (BIDU) commercial mega-language model have raised investor concerns, with Baidu plunging -7% on Friday