Core Viewpoint - HSBC Holdings Plc has shown relatively strong performance in the banking sector despite previous bearish sentiments from analysts [1]. Group 1: Company Performance - HSBC's shares have continued to perform well, indicating resilience in the banking sector [1]. Group 2: Analyst Background - The analyst has over 18 years of experience in the financial markets, specializing in the financial sector and portfolio management [1].

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Earnings, layoffs, and lofty forecasts--Investors are wading through results from UPS to UnitedHealth as Wall Street eyes 7,000 on the S&P. Corporate America tightens its belt with new job cuts at Amazon and Paramount. Plus, Apollo’s Scott Kleinman on a fresh deal with Keurig Dr. Pepper, and Merlin’s Matt George on the defense tech boom taking off in Massachusetts. Chapters: 00:00:00 - Open Interest 00:02:0 ...

RT Mayne (@Tradermayne)3 huge events this week.Earnings, FOMC, Trump/China.Laying out my plans for the week, short term trade opportunities and some high time frame thoughts to finish it off.https://t.co/mZh7ImmY2D ...

Market Overview & Strategy - The market is considered to be fully pricing in potential positive news, including a possible deal with China, Mag 7 earnings, and the Fed's decision [1] - City's year-end price target for 2025 is based on 2026 fundamentals and earnings trends, indicating a "pay forward" for expected positive developments [2] - The strategist believes corporate earnings reports will be the most reliable data for understanding the broader economy, regardless of a potential government shutdown [4] - A broadening investment thesis is favored, suggesting opportunities in cyclical large-cap sectors, US small and mid-cap companies, and potentially overseas markets [9][10] Sentiment & Positioning - Despite bullish positioning, sentiment appears to be weakening, creating a dichotomy in the market [6] - The market is characterized as being driven by "reluctant bulls," where investors participate due to fear of missing out despite valuation and bubble concerns [7] - Disappointing news from companies or macro perspectives is likely to trigger significant selling, indicating potential volatility [8] Earnings & Growth - Underlying fundamental trends appear persistent, but the key question is whether companies can deliver enough incremental upside to justify current pricing [12][13] - Earnings growth and momentum are expected to remain visible going into 2026 [14] Technical Analysis - The NDX is 18% above its 200-day moving average, a level not seen since last summer when a correction occurred [11]

All right, a lot of focus on uh Asia this morning with the president there. But we're also getting some headlines out of Riad uh the investment forum there. One in particular I want to ask you about uh Black Rockck's Larry Fank saying that major US investors are overweight US equities.He's advising investors to be overweight US equities for the next year and a half or so 18 months. Do you agree with that take. Do you see any issues there.>> No, we think the US offers a combination of favorable demographics ...

Fintech uh bank SoFi reporting earnings of 11 cents per share, three cents better than estimates, revenue of $950 million, also above expectations. SoFi also raising its guidance for the rest of 2025. And join us right now is SoFi CEO Anthony Notto.Good morning to you. Congratulations on uh some nice earnings there. Uh we're looking at the stock this morning.Uh help us understand what's driving this and then we can try to maybe look out into the future to understand a little bit better what 2026 may portend ...

Kate Gulliver, Wayfair CFO, joins 'Squawk Box' to discuss the company's quarterly earnings results, impact of tariffs, state of the consumer, and more. ...

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Viewpoint - Earnings, deals, and trade talks have contributed to all three major U.S. stock indexes reaching record highs, indicating a significant increase in market momentum after a period of volatility [1] Group 1: Earnings - Strong earnings reports have played a crucial role in driving stock prices higher, reflecting positive performance across various sectors [1] Group 2: Deals - Mergers and acquisitions activity has also been a key factor, suggesting increased corporate confidence and strategic growth initiatives among companies [1] Group 3: Trade Talks - Ongoing trade discussions have contributed to market optimism, potentially easing concerns over trade tensions and fostering a more favorable business environment [1]

Core Insights - A higher-than-normal share of companies that have reported their results so far have beaten consensus expectations [1]