Time Series Terminal’s Newsletter

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2023-12: Global assets, US assets' driving forces getting more aligned with each other as the US interest rates ease, both include AI stocks

For medium-term asset managers: QQQ, SPY, DIA following November Powell talk

For medium-term asset managers: AAPL and MMM following November Powell talk

2023-11: US equity being driven by AI 6-month out

2023-10: Oracle ORCL, Dow Jones Industrial Average index predictive of global assets

18-Month Review of Prediction Performance

For medium-term asset managers: US financial sector

For medium-term asset managers: US sectors: technology, financial, energy, as the Fed dovish note is released

For medium-term asset managers: GBPUSD, EURUSD, USDCNY and USDJPY

2023-09: for short-term: US keeps out of deflation; for medium-term: semiconductor and biotech as drivers for US equity

For medium-term asset managers: US 5-, 10-year treasury yield rates predicted to be moderately more "bullish" than 20-, 30-year ones

For medium-term asset managers: AAPL may not be helped by NVDA's steam, above the tussles of currencies

2023-08: Professional and industrial services as leading signal to any broad reversal of US equity, some grocery prices drop

6-month ahead, a medium horizon: Fixed Income

6-month ahead, a medium horizon: US Equity

2023-07: High tech stocks and high yields

2023-06: Financials Sector and Microsoft MSFT as driver for US broad equity

2023-05: Dollar's value, chipmaking driving real interest rates, Equity hanging in a balance except the tech up

2023-04: A relief of liquidity

1-Year Review of Prediction Performance

2023-03: FinTech consumer loan under pressure

2023-02: GOOG tame

2023-01: Pull back of consumer price

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