The Yen is likely to be stronger by the end of the year, says CLSA's Nick Smith, as Japanese households start to vote with their feet against inflation.

TanvirGill @willkoulouris CITIC CLSA #Japan #BOJ #JGB $JPY

Morgan Stanley's Jim Caron says the Fed needs another quarter of data to feel confident over their inflation fight.

TanvirGill @willkoulouris Morgan Stanley #Fed #UST

Wall St spikes but ends where it started. Fed chair Powell says he doesn't think hikes are on the cards but tapering their balance sheet run off as the Treasury gets in on the action too.

@willkoulouris $AAPL $AMZN $MSFT $AMD $TSLA $KWEB $SBUX $EL $DASH $QCOM #UST #JGB $JPY

Spanish beauty and fragrance group Puig has priced its IPO at the top of the range, implying a market cap of $13.9 billion. Charlotte Reed breaks down what we can expect when shares beginning trading on Friday

“For GSK, the second half of the year is going to be all about the RSV vaccine. The focus will be if it can maintain its leadership in this space.” Emily Field, Head of European Pharma Research at Barclays Bank, discusses the first quarter from the British pharma group, and looks…

U.S. stocks close in the green with $TSLA driving most of the gains. But lots of the action was in the $JPY in the overnight session, amid intervention speculation. Will Koulouris $AAPL $AMZN $KWEB $FXI $DPZ $SOFI $YUMC $MSTR $PARA #Fed #UST

The governor of the Bank of Thailand speaks Exclusively to John Patrick Ong about what the economy needs to turnaround and central bank independence.

#Thailand @BankofThailand

A tech-led rally on Wall St Friday but on low volumes ahead of more key earnings, the Fed meeting and NFP this week. PCE comes in hotter than expected and why Japan might just let the Yen weaken.

@willkoulouris $AAPL $AMZN $MSFT $NVDA $TSLA $KWEB $LLY $SBUX $PARA $XOM #Fed #UST

It's not demand (they have a backlog of 8,600 jets) but the supply chain that remains the biggest challenge for @airbus, to produce and deliver the planes to its customers, with extra scrutiny on quality control after the issues at competitor Boeing

Alphabet's stock surges afterhours, after strong earnings and a $70B buyback as well as their first-ever dividend. But the regular session was weighed down by higher yields after weak GDP.

@willkoulouris $AAPL $AMZN $META $NVDA $TSLA $CAT $KDP $LUV $INTC $TEAM $GOOGL #UST #BOJ

Brian Gu of XPENG shares a silver lining amid an intensifying price war between Chinese #EV makers. Will Koulouris #BeijingAutoShow $XPEV

Boeing's clean up will be a multi-year affair, says Brian Langenberg. he has a Buy on the stock with a $275 PT but a lot hinges on the new CEO.

@willkoulouris $BA

Meta's gotten over its identity crisis, says bear-turned-bull Adam Coons of Winthrop Capital Mgmt.

@willkoulouris $META $GOOG $MSFT #AI $AMZN

A huge sell off for Meta after earnings which Paul Meeks says is grossly overdone. He does think Meta is well positioned in the AI race, but it will be years before monetization can happen. So what do you do in the meantime?

@willkoulouris @paulmeekstech $META $AMZN $NVDA $MSFT

Nasdaq Futures sink in early asia trade after Meta's 15% plunge afterhours. But a beat from Ford and Chipotle while IBM offers to buy Hashicorp.

@willkoulouris $KWEB $BILI $LI $XPEV $AAPL $AMZN $NVDA $MSFT $TSLA $BA $IBM $CMG $UBER $F #UST $JPY

An earnings miss from Tesla, but promising more AI advancements and new models, which investors think will be the long-awaited low-cost version. Dan Ives talks about how that could be achieved.

TanvirGill @willkoulouris $TSLA $GM $RIVN $LCID $F

A strong session on Wall St on earnings optimism and a strong 2-yr auction. A big miss for Tesla afterhours but the stock rallies on future products.

@willkoulouris $AAPL $AMZN $GOOGL $NVDA $META $KWEB $V $SPOT $GM $LKQ $TSLA $DXY #UST #Brent

#AI stocks have had an incredible run-up, but Super Micro's $SMCI valuation could be more realistic, says Patrick Moorhead of MoorInsightsStrategy. Will Koulouris

A rebound on Wall St but with the first of the Mag 7 reporting this week and $183B in UST auctions hitting the market, it's anyone's guess what comes next.

@willkoulouris $KWEB $LI $SE $AAPL $GOOGL $MSFT $NVDA $TSLA $VZ $NUE $META $SMCI $F #UST $VIX

#India 's Wipro saw a lift in ADRs despite a U.S. #tech sell-off. CFO Aparna Iyer talks pockets of opportunity, growth pipeline and the #AI potential. Will Koulouris