Vậy thì Tăng trưởng tín dụng 2 quý cuối nằm 9% vì 2 quý đầu năm chỉ 3,3% mà thôi!
Mỹ, Âu đang thắt chặt, tăng ls
VN thì đang nới lỏng, bơm tiền
Thị trưường up zigzac nhưng kỳ vọng sẽ up bền & đẹp.
nhặt lần thôi 
Thị trường có lúc thịnh lúc suy nhưng có một sự thật ko cần bàn cãi là Tự Doanh dòng chứng lãi lồi mồm Quý 2 này
Bác này bắt đáy giỏi nhỉ!
Trên sàn dòng ck giờ thị giá em này thị giá bèo!
VIX bửa giờ mình không dám đề cập vì hàng cổ tức về … cho an toàn bà con nhỏ lẻ…hihi
Tiền “ du kích” núp lùm nhiều ghê…hihi
Mình đã đề binh cuối năm ngoái & đầu năm nay làDO THIÊN NGA ĐEN COVID , nhìn job added ở mẽo đa phần ngành đã bị ảnh hưởng nặng bởi covid
The US economy is expected to have added 225K jobs in June 2023, following a surprisingly-high 339K in May, and remaining more than twice the 70K-100K needed per month to keep up with growth in the working-age population. Meanwhile, the unemployment rate is seen edging lower to 3.6% from a seven-month high of 3.7%, and remaining close to five-decade lows. Wages are projected to have risen 0.3%, the same as in May and annual pay growth is anticipated to slightly decrease to 4.2% from 4.3%. The jobs report is set to confirm the US labour market remains very tight despite high inflation and borrowing costs, with sectors as leisure and hospitality, local government and education which were severely affected during the pandemic, leading the job gains. Since the beginning of the year, the economy has added 1.57 million jobs, the 10th highest January-to-May total since records began in 1939. Moreover, nonfarm payrolls have surpassed market forecasts for 15 months since January 2022. source: U.S. Bureau of Labor Statistics
Tự doanh thì múc không mệt mỏi, nhỏ lẻ bán bằng mọi giá
QC: nhà vệ sinh di động, nhà vệ sinh composite, nhà vệ sinh công cộng, nhà vệ sinh công trường, wc di động, wc công cộng, nhà vệ sinh lưu động, giá thuê container vệ sinh, container vệ sinh, cho thuê nhà vệ sinh, giá thuê nhà vệ sinh.
Food price index giảm tháng thứ 2 nè!
The FAO Food Price Index fell for a second month to 122.3 in June 2023, a fresh low since April 2021, from a downwardly revised 124 in May. The reading is also well below the record peak of 159.7 reached in March last year. Cost of cereals went down 2.1%, reflecting a fall in the world prices of all major cereals, led by coarse grains (-3.4%), namely maize and wheat. Vegetable oil prices dropped 2.4% to the lowest level since October 2020, with falling prices for palm and sunflower oils more than offsetting higher soy and rapeseed oil. Also, dairy prices edged 0.8% lower, led by cheese, amid ample export availabilities, especially in Western Europe. Sugar cost declined for the first time in five months (-3.2%), due to good progress of the 2023/24 sugarcane harvest in Brazil and a sluggish global import demand, particularly from China. Moreover, meat prices were little changed as increases poultry and pig meats were nearly offset by declines in quotations for bovine and ovine meats. source: Food and Agriculture Organization of the United Nations
Tiền lại nhiều như quân nguyên và sẽ còn đổ vào ttck tiếp tục.
Kỳ vọng bà con lần này về bờ và lên đất liền đi du lịch.,hihi
Cùng là cá voi, cá mập đại dương nhưng còn dự báo khác nhau nữa …nên các bác ra trận thì nên tin vào chính mình để chiến đấu nhé
Không gì là không thể… Cứ vĩ mô tốt, tiền bơm đều, đúng chỗ, đúng lúc, đúng mục đích thì Vnidex sẽ còn tiếp tục tiến lên một cách bền vững…
Các bác lớn đang cố giắng tìm cách để TTCKVN sớm được nâng hạng. Cú hích cộng hưởng lớn cho ttckvn.
Chỉnh t+3 về t2,5 đã lâu lắc lâu lơ, chiều nào hàng về cũng dẫm lên nhau mà chạy. Mà cứ vẽ Krx cuối năm, có mùi ko thơm.
Không phải vẽ KRX đâu bác ơi, lần này thật đó nhe bác.
Bác cố giắng bám thị trường cơ sở đi nhe.
Chỉ cần anh Mỹ ổn định là Vnindex dễ dàng test lại 1500 nhé bà con.
Kỳ vọng anh Mỹ ổn định.
Fed’s Goolsbee sees ‘golden path’ to lower inflation without a recession
PUBLISHED FRI, JUL 7 20232:51 PM EDTUPDATED FRI, JUL 7 2023AT 4:35 EDT
Jeff Cox@JEFF.COX.7528@JEFFCOXCNBCCOM
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KEY POINTS
- Chicago Fed President Austan Goolsbee told CNBC on Friday that he’s confident inflation can be tamed without a recession, even with additional interest rate increases likely.
- Economists, including those working at the Fed, see credit contraction leading to at least a modest recession later this year.
Tham khảo một anh phân tích phe bull của Mỹ.
Mình đọc các bài phân tích của Mỹ họ đề cập đến những yếu tố vĩ mô cơ bản hay những yếu tố e.g. A.I. tạo bước đột phá cho TTCK!
Thật sự chẳng hiểu sao nhà nhà người người VN cứ bê nguyên cái chart TA quăng lên rồi phân tích thị trường up hay down!
Nghiện chart TA & lạm dụng chart , cực kỳ phản cảm. Nhà nhà người người xem chart TA như “ trí tuệ”, “ nghệ thuật” đầu tư CK nhưng chart thì ai cũng vẽ được và Robot càng vẽ đẹp hơn.
Vĩ mô, những yếu tố cơ bản hay đột phá anh robot hay chart không vẽ được nhé
Why 2023 Is Shaping Up To Be A Historic Bull Market
By: Kevin Matras
July 8th, 2023
In spite of the recent pullback, stocks have been surging higher this year.
In fact, it was the S&P 500’s best first half in 4 years. And the Nasdaq’s best in 40 years!
And it looks like there’s still a lot more upside to go.
As you know, all of the major indexes have officially exited their bear market and have begun a new bull market.
The small-cap Russell 2000 was the first one to exit their bear market back in August of last year. Then the Dow followed suit in late November of last year. The mid-cap S&P 400 exited their bear market in late January of this year. The Nasdaq ended their bear market and started a new bull just 2 months ago in May. And the S&P 500 joined the party just last month in early June.
One of the key signs that the latest leg up was coming was watching how the small-cap and mid-cap indexes were performing.
Even though they were one of the first indexes to exit their bear market, they had been lagging the others for much of this year.
Quite frankly, the double-digit gains in the S&P and Nasdaq were being driven largely by the 10 biggest stocks in their indexes, which includes Apple, Microsoft, and Nvidia to name a few.
But in early June, the small-cap and mid-cap indexes came back to life and showed that the breadth of the market rally was finally widening. A very bullish sign.
That was further underscored by the rally in the equal-weighted S&P 500 index (which is different than the market-weighted S&P 500 we are all used to following). In fact, the equal-weighted S&P 500 was actually lower for the year in May until they turned it around in June.
It was now clear the scope of the rally was no longer confined to just the handfuls of biggest names. And the bullish sentiment was expanding to include all styles and sizes.
Those were telltale signs the next leg up was coming. And up it went.
And traders wasted no time piling back into stocks.
YTD, the Dow is up 1.77%; the S&P 500 is up 14.6%; the equal-weighted S&P 500 index (ETF) is up 5.15%; the small-cap Russell 2000 is up 5.87%; the mid-cap S&P 400 is up 7.11%; and the Nasdaq is up 30.5%. (Tech is still one of the driving forces as referenced by the outsized gains in the tech-heavy Nasdaq. But the other indexes have begun a serious game of catch up.)
Here are some additional reasons why 2023 is shaping up to be a historic bull market.
Peak Inflation Is Behind Us
Last month’s better than expected Consumer Price Index (CPI), and Producer Price Index (PPI) confirmed that inflation is on the decline.
It’s still too high. But it’s definitely moderating with core (ex-food & energy) CPI (retail inflation) at 5.3% y/y vs. last year’s peak of 6.6%, while core PPI (wholesale inflation) came in at 2.8% y/y vs. last year’s peak of 8.2%.
And while last month’s Personal Consumption Expenditures (PCE) index (the Fed’s preferred inflation indicator), ticked up from the previous month, the core y/y rate was down from last year’s peak (4.7% vs. last year’s 5.3%), just like the CPI and PPI. And the Fed’s latest forecast is for core PCE to fall to 3.9% by year’s end, and 2.6% in 2024.
With inflation on the decline, the Fed hitting pause at their latest FOMC meeting, and it looking like we could be just 1 or 2 more rate hikes away from being done, the market has been rallying in anticipation of this rate hike cycle coming to an end.
Moreover, while the Fed has said they are not expecting to cut rates this year, they are forecasting a -1% cut in rates in 2024, and another -1% cut in 2025.
And all of that is bullish for the market.