No need to rush to guess whether the market will rise or fall this week. Let’s look at the evidence first.
Uncle’s Outlook 11.9–11.13
On Monday, watch China’s PPI. On Tuesday, watch US CPI and TSMC revenue. After the US market closes on Thursday, look to Applied Materials for capital expenditure guidance. Then on Friday, use PPI to round out the inflation evidence.
Last week, the market was reassessing AI. This week, we’ll see whether orders can justify valuations.
Data determines volatility; orders determine direction.
This week, are you more worried about a resurgence in inflation or AI orders falling short of expectations?
#美股超话 #A股 #cpi #Aİ
Uncle’s Outlook 11.9–11.13
On Monday, watch China’s PPI. On Tuesday, watch US CPI and TSMC revenue. After the US market closes on Thursday, look to Applied Materials for capital expenditure guidance. Then on Friday, use PPI to round out the inflation evidence.
Last week, the market was reassessing AI. This week, we’ll see whether orders can justify valuations.
Data determines volatility; orders determine direction.
This week, are you more worried about a resurgence in inflation or AI orders falling short of expectations?
#美股超话 #A股 #cpi #Aİ
