The One Read @TheOneRead
📬 - Daily markets insights that actually matter. Free, sharp, no fluff. News, trends & analysis to keep you ahead—straight to your inbox. 👇 TheOneRead.com New York, NY Joined January 2023-
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Real 10-year rates above 2%, even with rising inflation. Fixed income isn't dying. It may be offering one of the best entry points in years. I'm pleased to announce our inaugural launch of the Through the Systematic Lens article series from @GlobalXETFs. #FixedIncome #Bonds #ETFs globalxetfs.com/articles/throu…
Week ahead 🎞️: ▪️ 🚨 CPI Tues ▪️ $C $GS $WFC $BAC earnings Tue ▪️ 🚨 PPI Wed ▪️ $ASML $BLK $JNJ earnings Wed ▪️ Pending 🏠 sales Thurs ▪️ $TSM $UNH $NFLX earnings Thurs ▪️ Monthly OPEX options expiration Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ Existing 🏠 sales Tue ▪️ 🚨 CPI Wed ▪️ PPI Thurs ▪️ $SPCX IPO Fri 🚀 $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ $PANW $ULTA $GTLB earnings Tue ▪️ ADP employment report Wed ▪️ 🚨 $CRWD $AVGO earnings Wed ▪️ Consumer credit Fri ▪️ 🚨 Non-farm payrolls and unemployment Fri $SPX $QQQ $VIX
🚨 Straight line up from March 📈, $SPX at all time highs. ▪️ Clarity act tomorrow ▪️ Trump meets Xi tomorrow ▪️ $NVDA all time highs into earnings next week
A year ago, the consensus was AI would destroy Google. Now Google is one of the biggest AI winners on earth. Turns out owning the distribution layer for the internet still matters. By 2030 which one is worth more? $NVDA or $GOOGL?
Week ahead 🎞️: ▪️ Existing 🏠 sales Mon ▪️ $CRCL $HIMS earnings Mon ▪️ 🚨 CPI Tue ▪️ $SE $JD earnings Tue ▪️ PPI Wed ▪️ $BABA $CSCO earnings Wed ▪️ 🚨 US President Trump meets with Xi Thurs ▪️ Monthly OPEX options expiration Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ $PLTR $GRAB earnings Mon ▪️ $PYPL $SHOP $AMD $DOCN $AMC earnings Tue ▪️ ADP employment report Wed ▪️ $DIS $IONQ $AXON $SNAP $UBER earnings Wed ▪️ $COIN $DDOG $MELI $AFRM $IREN $CRWV $RKLB Thurs ▪️ Consumer credit Fri ▪️ 🚨 Non-farm payrolls and unemployment Fri
Week ahead 🎞️: ▪️ Consumer confidence Tue ▪️ $HOOD $UPS $SPOT $V $ENPH earnings Tue ▪️ $MSFT $META $GOOGL $AMZN $CMG $F $SOFI $QCOM earnings Wed ▪️ 🚨 US Fed FOMC rate decision Wed ▪️ Q1 first GDP print Thurs ▪️ $AAPL $RDDT $RIVN $MA earnings Thurs ▪️ 🚨 PCE Thurs
Week ahead 🎞️: ▪️ Existing 🏠 sales Mon ▪️ 🚨 PPI Tues ▪️ $BLK $C $JNJ $WFC $JPM earnings Tues ▪️ $BAC $MS $ASML earnings Wed ▪️ $NFLX $TSM earnings Thurs ▪️ Monthly options OPEX expiration Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ 48 hour warning from Trump to Iran expires Mon ⌛️ ▪️ Consumer credit Tues ▪️ Final Q1 GDP print Thurs ▪️ 🚨 PCE Thurs ▪️ 🚨 CPI Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ Pending 🏠 sales Tues ▪️ 🚨 US Fed FOMC rate decision Wed ▪️ $MU $DLO earnings Wed ▪️ 🚨 PPI Wed ▪️ $FDX $BABA earnings Thurs ▪️ New 🏠 sales Thurs ▪️ OPEX monthly options expiration Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ Existing 🏠 sales Tue ▪️ $ORCL earnings Tue ▪️ 🚨 CPI Wed ▪️ $ADBE $ULTA earnings Thurs ▪️ 🚨 PPI Thurs ▪️ 🚨 PCE Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ Retail 🛍️ sales Tue ▪️ $SPOT $KO $HOOD $NET earnings Tue ▪️ 🚨 Non-farm payrolls and unemployment data Wed ▪️ $SHOP $CSCO $U $HUBS $MCD earnings Wed ▪️ 🚨 PPI and existing 🏠 sales Thurs ▪️ $COIN $PINS $DKNG $EXPE $RIVN earnings Thurs ▪️ 🚨 CPI Fri $SPX $QQQ
Week ahead 🎞️: ▪️ $PLTR $DIS earnings Mon ▪️ JOLTS Tue ▪️ $PYPL $CMG $AMD earnings Tues ▪️ ADP employment report Wed ▪️ 🚨 $GOOGL $QCOM $SNAP $UBER earnings Wed ▪️ $AMZN $RDDT earnings Thurs ▪️ Consumer credit Fri ▪️ 🚨 Non-farm payrolls / unemployment data Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ Consumer confidence Tue ▪️ $BA $UPS $UNH earnings Tue ▪️ 🚨 $META $MSFT $TSLA $T earnings Wed ▪️ 🚨 US Fed FOMC decision Wed ▪️ $AAPL $V $MA earnings Thurs ▪️ $AXP $XOM $SOFI earnings Fri ▪️ 🚨 PPI Fri $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ $NFLX $UAL $MMM earnings Tue ▪️ Pending 🏠 sales Wed ▪️ $INTC $ISRG earnings Thurs ▪️ Q3 GDP final Thurs ▪️ 🚨 PCE Thurs $SPX $QQQ $VIX
Week ahead 🎞️: ▪️ New 🏠 sales Tues ▪️ 🚨 CPI Tues ▪️ Retail sales 🛍️ Wed ▪️ $C $WFC $BAC earnings Wed ▪️ $TSM $GS $BLK earnings Thurs ▪️ 🚨 PPI Thurs $SPX $QQQ $VIX
🚨Timmy cheering $TSLA dropping at $225 on stage was the start of his demise lol.. 😂 Bye bye, won’t be missed..
Week ahead 🎞️: ▪️ ADP employment report Wed ▪️ JOLTs job openings Wed ▪️ Consumer credit Thurs ▪️ 🚨 Non-farm payrolls and unemployment data Fri
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