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News from the Haussier of Nvidia conference could attract investors who have avoided the risk. (0:33) Jay Powell by Fed will find it more difficult to dodge pricing questions. (1:35) Bill Gross weighs on prices. (5:05)
The following is an abridged transcription:
Help me, Nvidia GTC. You are my only hope.
In the middle of a net sale (despite Friday’s rebound) this week could be essential for the market. Bulls will look for Nvidia (Nasdaq:Nvda)) GPU technology conference And nourished chef Jerome Powell and Co. for help.
And with all the respect I owe you to the Fed, it seems that Nvidia Batu is the one that will have to jump in the Falcon Millennium and go up to the rescue. The question is whether the strength of AI is always solid with the stock.
The GTC starts on Monday and CEO Jensen Huang delivered the opening speech on Tuesday. Certain positive signs on demand and production could bring buyers who have so far not wanted to buy favorites from heavy goods vehicles, even with the falling assessments.
AI approaches the bears territory, with the Ishares Future AI & Tech Etf (A arty) Down 18% compared to the recent market a month ago.
Looking at the details, Bofa Vivek’s analyst expects to hear updates on the Nvidia pipeline (Blackwell Ultra and Rubin), his position in China and how he accumulates in competition.
The short -term key problem is the Blackwell ramp, which has brought about higher costs and delays and resulted in a drop of 71% compared to the fork in the mid -1970s.
The other areas of interest include the rise in integrated circuits specific to the application, with Broadcom (Avo) and, to a lesser extent, Marvell (MRVL).
One day after Jensen Huang has his say, Jay Powell heads for the microphone on Wednesday.
The markets tariff in the dead certainty that the FOMC will maintain the pending rates – and Powell recently said that he was not in a hurry to consider the rate movements. But there will be the press conference – where the president of the Fed will be dotted with questions on the impact of tariffs on growth and inflation – and a new summary of economic projections (known as Tablet Plot).
Powell will do his best to avoid criticizing the prices and the current uncertainty they bring (it would be a gap of his mantra dependent on the data and there is no warning of war with words with President Trump). But it can be more difficult to get around the questions about policies that have an impact on the figures.
During the overvoltage of inflation coded, he gave particular importance to the expectations of inflation in the feelings of Michigan consumers. The latest figures have shown that one year’s expectations, increasing at 4.9%, compared to 4.3% and 5 -year expectations of 3.9% against 3.5%.
Unemployment fears have reached major levels of recession while the The overall feeling of feeling fell In what Pantheon’s macro economist Samuel Tombs described a “horrible” report.
In the dot plot, we can see a rare concentration on GDP forecasts, as well as rates and inflation, while stock markets are worried about growth.
The economists of Wells Fargo say that they “expect to see a modest demotion of economic projections for 2025. The median projection of December sought a real economic growth of 2.1% in 2025. But, the initial monitoring data suggest that the economic growth of the first quarter will be low, while the prices threaten the prospects for later in the year. Projections, but a dive less than 2.0% seems to be in the store. “
“We also expect the FOMC to revise its inflation projections.”
They added that they “would not be surprised for President Powell to make a dominant comment or two during the press conference which reveals a slight softening bias by recognizing that the risks of decline for the labor market have increased somewhat.”
Speaking of growth, Fedex (FDX) Reports Thursday and the delivery company is considered a Belwether for global economic activity.
Fedex is expected to display a BPA of $ 4.67 on a turnover of $ 21.91 billion. Trist Securities launched the company’s coverage last week, saying that Fedex will benefit from its efforts to integrate its land and exploit operations, “leading to better efficiency and higher margins during fiscal year 26 and beyond”.
Also on the profits::
Ke Holdings (Hinder), Xpeng (Xpev), Tencent Music (Mow), ZTO Express (Zto) and health (Hqy) Report Tuesday.
General Mills (Gis), GDS Holdings (GDS), Ollie’s Bargain Outlet (Olli) and five below (FIVE) weigh Wednesday.
Thursday, join FEXEX Thursday (Acn), Nike (Nke), Micron (Mu) and Darden restaurants (Dri).
In the news this weekend, President Donald Trump signed an expenditure invoice Made by Republican legislators who will finance the government until September. The legislation, which Trump had supported, increases the defense expenses by $ 6 billion and reduces $ 13 billion in non -defensive spending.
And the American transport secretary, Sean Duffy, confirmed that the FAA was not yet ready to raise the Current restriction Limit the Boeing (Ba) 737 Maximum production at 38 planes per month.
Duffy had visited Boeing’s Washington Factory, where he met CEO Kelly Ortberg and the acting administrator of FAA, Chris Rocheleau. Ortberg should testify before the congress on April 2 on company security practices.
For Income investorsAIG (Aig) and Merck (Mrk) Go Dividend on Monday, with the sharing of the green on March 31 for AIG and a payment date of April 7 for Merck.
Walmart (Wmt) and kohl (KSS) Godividend on Friday. Walmart pays on April 7 and Kohl’s pays on April 2.
And in the search corner of Wall Street, the “Bond King” bill weigh on actions.
He said: “Until now, Trump’s movements are close to the changes to the first months of the FDR, because if they continue, they considerably affect internal policy and potential results, but also global economies. These movements affect market and consumers’ volatility on a global scale for the moment.”
“The market strategists seem unable to pronounce” the bear “but to fall back on historical examples of 10% return to previous heights. Slim luck,” he added.
“Interest rate (ARE) Depending on the results of recession / weak growth, but the prices are definitively down. “”