Analyzing the Current Situation Through a Macroeconomic Lens

Just wanted to share my thoughts on current market situation. I think CA is pretty optimistic and he might be waiting for FOMC meeting on 20 Sept. A rate cut could turn things around for US companies - All the negative sentiments about qc will vanish. If market sentiment changes to bullish, investors will care nothing about layoffs or cost-cuttings, qc will rise again.

But, you know, it's all up to Powell and he has hold of our ba--s.
I'm not so sure a rate cut will actually happen and situation will improve. China (controls metal) and OPEC+(production cut) are pushing inflation up, which US/FED don't want. It will force FED to increase rates to counter inflation. :(

In the meantime, we can only hope for the best and prepare for the worst.

Comment! It's anonymous!

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Inflation for rest of te year would print higher and higher because of high gas prices health care adjustment and base effects.

Powell in no way can cut rates
Cheap money only benefits elites and elites are clamoring for rate cuts.

gas prices keep rising where I am
salary not so much
so i have less discretionary spending

"A rate cut could turn things around for US companies"
you mean more free money
there are many reasons why the US is in steep decline
the lack of more printed worthless money is not one of them
this plane is going down
our only saving grace sadly is that other countries are more poorly managed on average
or we are just sabotaging them

Q is 100% coupled to chona economy. it's like a Chinese stock trading on the US market. Until and unless they diversify their product line up. So fed decision will make the likes of NVIDIA AMD etc fly but we will still be in the red. The macro picture is institutional investors selling Q due to no AI story and reinvesting into companies that have one. C suite was completely blindsided by double whammy of china deflation and simultaneous generative AI wave of which we have missed the train completely.

No. QC was counting on a bounce in the Chinese market after the COVID lockdowns ended there. Unfortunately the Chinese economy is in the beginning of a deflationary spiral much like was experienced in Japan in the late 80s. There is no quick recovery for China, and given their demographics, they will never be the powerhouse they were. The exec team now recognizes this and is trying to reorient the company given the new reality. I'm skeptical they can pull it off.

"All the negative sentiments about qc will vanish." .... 🤣🤣🤣🤣

good one.

Inflation is not close to 2% and in Powell’s last statement he saw more rate hikes coming. You either know more than everyone else or know nothing!

Thread regarding Qualcomm Inc. layoffs

Analyzing the Current Situation Through a Macroeconomic Lens

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