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Two US Stocks Looking Good | Commodities Quietly Having a Good Year
Manage episode 474590706 series 2946253
S&P 500 Bounce?
- After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility.
- The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high.
- Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date.
- Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire.
- Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential.
Amazon | Weekly Chat | 31 March 2025
Johnson & Johnson’s Dividend Appeal:- Trading near $165, with a potential drop to $150 making its 3% yield even more attractive.
Johnson & Johnson | Weekly Chat | 31 March 2025
New ETNs on the JSE:- Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility.
All charts by KoyFin | Get 10% off your order
00:00 Market Overview and Economic Indicators 03:09 US Tariff Implications and Market Reactions 05:45 Commodities Performance and Economic Impact 09:03 Stock Analysis: Amazon's Market Position 12:00 Stock Analysis: Johnson & Johnson's Stability 14:38 Investment Strategies and Innovations
551 episodes
Manage episode 474590706 series 2946253
S&P 500 Bounce?
- After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility.
- The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high.
- Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date.
- Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire.
- Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential.
Amazon | Weekly Chat | 31 March 2025
Johnson & Johnson’s Dividend Appeal:- Trading near $165, with a potential drop to $150 making its 3% yield even more attractive.
Johnson & Johnson | Weekly Chat | 31 March 2025
New ETNs on the JSE:- Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility.
All charts by KoyFin | Get 10% off your order
00:00 Market Overview and Economic Indicators 03:09 US Tariff Implications and Market Reactions 05:45 Commodities Performance and Economic Impact 09:03 Stock Analysis: Amazon's Market Position 12:00 Stock Analysis: Johnson & Johnson's Stability 14:38 Investment Strategies and Innovations
551 episodes
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