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ACF Equity Research @ACFER01 on x 2034 followers
Created: 2025-07-18 08:10:11 UTC
ACFMorningMeeting - Fed Chief may yet be fired. Signed off Fed refurb first since 30s - Voight/POTUS building claims turn out to be nonsense apparently. Plans approved by National Capital Planning Commission - no changes and no 'luxury baubles'. Trending - $META $RDDT $SNAP $PINS $MTCH $DJT $GOOG $BMBL
Opens UK/EU +ve $STOXX $FTSE $FTAI. US ftrs +ve $DJI $GSPC $IXIC $SPX
Stock Watch - $MAST.L +58% in X sessions (research note) $SOUN +7.3%. $VLCN +134% (Bitcoin treasury) $LCID +36% $QS +19%, $AMC +9% $NFLX +1.9% (results beats, but expectations disapointed).
Commods - Cocoa $CC=F collapse continues $7309 MT, down another $XXX this morning after having crashed through the $8000 support.
Data to digest - Japan inflation, USA housing construction trends + Michigan consumer sentiment. ACFView
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