Michael Msika

London

Equity markets reporter for @Bloomberg | Taking Stock | Metals & Mining | Former portfolio manager and trader | Opinions are my own/RT are not endorsements

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Articles

Restricciones a Nvidia y advertencia de ASML golpean a acciones tecnológicas globales

1 week ago | bloomberg.com | Kurt Schussler |Winnie Hsu |Michael Msika

Las acciones tecnológicas se desplomaron luego que las nuevas restricciones del gobierno estadounidense a la exportación de chips de Nvidia Corp. a China y un informe decepcionante de ASML Holding NV empañaron las perspectivas del sector de los semiconductores, borrando US$155.000 millones en valor de mercado solo para las dos empresas.
Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout

1 week ago | bloomberg.com | Kurt Schussler |Winnie Hsu |Michael Msika |Ryan Vlastelica

Nvidia CEO Jensen Huang at a conference in San Jose, California, in March. Photographer: David Paul Morris/Bloomberg(Bloomberg) -- Technology stocks sank as new US government restrictions on the export of Nvidia Corp. chips to China and a disappointing report from ASML Holding NV dimmed the outlook for the semiconductor sector, wiping out more than $200 billion in market value for the two companies alone.
REPORT: Trump Tanks Investor Sentiment to the Lowest in 30 Years

1 week ago | democrats.org | Michael Msika |Adrianna Tomasello

Key Point: “Investor sentiment regarding economic prospects is the most negative in three decades … US equities have underperformed this year amid concern that President Donald Trump’s trade war will hurt growth, with 42% of survey respondents saying that a recession is likely in the world’s biggest economy.” Bloomberg: Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows By Michael Msika Investor sentiment regarding economic prospects is the most negative in three decades, yet...
El pesimismo entre inversores alcanza su nivel más alto en 30 años: encuesta de BofA

1 week ago | bloomberglinea.com | Michael Msika

Bloomberg — La percepción de los inversores con respecto a las perspectivas económicas está en su nivel más negativo en tres décadas. Sin embargo, el pesimismo de los gestores de fondos no se refleja plenamente en su asignación de activos, lo que podría significar más pérdidas para las acciones de EE.UU., según muestra una encuesta de Bank of America Corp. (BAC).
Encuesta de BofA revela mayor nivel de pesimismo entre inversores en 30 años

1 week ago | bloomberg.com | Michael Msika

La percepción de los inversores con respecto a las perspectivas económicas está en su nivel más negativo en tres décadas. Sin embargo, el pesimismo de los gestores de fondos no se refleja plenamente en su asignación de activos, lo que podría significar más pérdidas para las acciones de EE.UU., según muestra una encuesta de Bank of America Corp.
Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows

1 week ago | bloomberg.com | Michael Msika

Investor sentiment regarding economic prospects is the most negative in three decades, yet fund managers’ pessimism isn’t fully reflected in their asset allocation which could mean more losses for US stocks, a Bank of America Corp. survey shows. Fund managers are extremely gloomy, with 82% of respondents to BofA’s monthly survey expecting the global economy to weaken. Consequently, a record number intend to reduce exposure to US equities, according to the poll.
美銀調查：投資者悲觀程度創30年之最資產配置尚未完全反映悲觀情緒

1 week ago | hk.news.yahoo.com | Michael Msika

【彭博】-- 美銀的一項調查顯示，投資者對經濟前景的悲觀程度創三十年來的最高，但基金經理的悲觀情緒尚未完全反映在資產配置中，這可能意味著美國股市將面臨進一步的下跌。基金經理相當悲觀，接受美銀月度調查的82%的受訪者預計，全球經濟將走弱。調查顯示，因此有創紀錄數量的受訪者打算減少美股敞口。以Michael Hartnett為首的分析師在一份報告中寫道，基金經理「對宏觀形勢極度悲觀，但對市場尚未極度悲觀」。他們補充道，「恐懼峰值」尚未反映在現金配置中，目前現金配置占資產的4.8%，通常需要上升至6%。美國貿易政策高度不確定，金融市場波動加劇，令股票投資者感到不安。受訪者4月份對美國股票為36%淨減持，而2月份為17%增持，兩個月跌幅創有史以來的最大。由於擔心美國總統川普的貿易戰將損害經濟成長，美國股市今年表現落後，42%的受訪者表示，美國可能面臨衰退。標普500指數已從本月低點反彈，但年初至今下跌8.1%，落後於歐洲和中國基準指數。美銀策略師預計，短期內料守住4月低點，並警告稱，「大幅上漲需要大幅減少關稅、聯儲會大幅降息，及/或經濟數據表現堅韌。」...
Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows

1 week ago | ca.finance.yahoo.com | Michael Msika

In This Article: (Bloomberg) -- Investor sentiment regarding economic prospects is the most negative in three decades, yet fund managers’ pessimism isn’t fully reflected in their asset allocation which could mean more losses for US stocks, a Bank of America Corp. survey shows. Most Read from Bloomberg How Did This Suburb Figure Out Mass Transit?
Behind Stocks' Big Bounce: Sudden Short Covering, Low Liquidity

2 weeks ago | fa-mag.com | Michael Msika

The spectacular stock market rebound came with a lack of any real conviction as a look beneath the surface reveals aggressive short covering and very low liquidity despite massive trading volumes. Traders rushed to cover short positions they accumulated amid the market downturn after President Donald Trump’s tariff reprieve on Wednesday.
Behind stocks’ big bounce: Sudden short covering, low liquidity

2 weeks ago | bnnbloomberg.ca | Michael Msika

The spectacular stock market rebound came with a lack of any real conviction as a look beneath the surface reveals aggressive short covering and very low liquidity despite massive trading volumes. Traders rushed to cover short positions they accumulated amid the market downturn after President Donald Trump’s tariff reprieve on Wednesday.