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Why Wall Street Keeps Raising Targets While Macro Cracks
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ticker lesson
Breakdown
0:00Brent· ticker
Brent above $100, Hormuz transmission issue
- Brent back above $100
- Hormuz transmission problem
- Iran attacks 10 ships
- US destroys 5 Iranian tankers
- War risk insurance surges
1:55Diesel· ticker
Diesel above $5.94, inflation impulse
- Diesel above $5.94 a gallon
- Broadens US inflation impulse
- Trucking, agriculture, construction
- Airlines, chemicals, consumer goods
- Grocery stores affected
1:56oil· ticker
Oil inefficiency creates expensive oil
- Persistent shipping disruptions
- Inflation even with crude production
- Oil that can't move efficiently
- Becomes expensive oil
1:5710-year yield· ticker
10-year yield at 4.81%, auction test
- 10-year yield at 4.81%
- 39 billion reopening at 1:00 p.m
- Clean test of duration demand
- Japanese investors repatriating debt
- AI hyperscalers absorbing capital
1:58Nasdaq· ticker
Nasdaq breathing room from yield drop
- Strong auction pushes yield below 4.75%
- Nasdaq and stocks get breathing room
- Weak auction drives yields to 5%
- Overwhelms company-specific catalysts
1:59S&P 500· ticker
S&P 500 absorbs rising yields and energy shock
- Macro backdrop deteriorating
- Earnings surprise higher
- Tensions allow S&P 500 to absorb yields
- Energy shock and geopolitical escalation
2:00Dell· ticker
Dell reinforces AI investment cycle
- Dell reinforces AI investment cycle
- 86% of companies beat Q2 estimates
- HSBC raises S&P 500 target to 8100
2:01Nvidia· ticker
Nvidia reinforces AI investment cycle
- Nvidia reinforces AI investment cycle
- 86% of companies beat Q2 estimates
- HSBC raises S&P 500 target to 8100
2:02Broadcom· ticker
Broadcom reinforces AI investment cycle
- Broadcom reinforces AI investment cycle
- 86% of companies beat Q2 estimates
- HSBC raises S&P 500 target to 8100
2:03Snowflake· ticker
Snowflake reinforces AI investment cycle
- Snowflake reinforces AI investment cycle
- 86% of companies beat Q2 estimates
- HSBC raises S&P 500 target to 8100
2:04HPE· ticker
HPE reinforces AI investment cycle
- HPE reinforces AI investment cycle
- 86% of companies beat Q2 estimates
- HSBC raises S&P 500 target to 8100
2:05Oracle· ticker
Oracle's next major test: OCI growth
- Oracle's next major test
- OCI growth, backlog conversion
- CapEx, financing needs, free cash flow
2:06Japanese yen· ticker
Japanese yen as long-end of the curve
- Bessant is the house for long end of curve
- Japanese yen as long-end of the curve
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