The ️ Fed uses a dot plot to manage expected inflation. Since 2014, the Fed has

✔The ️ Fed uses a dot plot to manage expected inflation. Since 2014, the Fed has gone to great lengths to stop the so-called quantitative easing and normalize interest rates. In particular, the dot plot has consistently signaled interest rate hikes to the market. But in reality, inflation did not occur as expected, leading to rate hikes that did not go according to the dot plot and were quite slow.

Before the pandemic, it took nearly four to five years to raise rates, even from 0% to a low 2.5%. Eventually, the pandemic broke out and they cut rates. But at the time, the Fed's persistent willingness to raise rates on a dot plot was to give markets inflation expectations.

Similarly, the dot plot is now consistently showing the market its willingness to lower interest rates that have risen due to inflation that has risen since the pandemic.

Of course, the Fed also knows that the willingness to cut interest rates shown in the dot plot is not easy over time. Nevertheless, the continued willingness to cut rates to the market is to convey to the market the willingness that prices will soon stabilize.

Signaling economic policy in this way acts as an effective way to control or lower inflation without taking direct action.

⚡️Last week, global performance was raised mainly in the U.S
✅NVIDIA's earnings continued to rise in the IT sector, Nvidia's earnings were further raised last week, TSMC earnings were also highlighted, Broadcom earnings remained elevated, and ASML and Samsung Electronics also increased their earnings
✅The energy sector also joined the upward trend in earnings due to rising international oil prices, observing a sharp rebound in ExxonMobil's earnings sideways
✅ Communication sectors also raise earnings, Tencent, Netflix, etc
✅ However, the financial sector is down due to concerns over falling interest rates, Morgan Stanley, HSBC, etc

😊 Gains on Nvidia, Eli Lilly, TSMC, ExxonMobil, ASML, Samsung Electronics, Tencent, AMD, Netflix, SAP SE, Wells Fargo, GE, Intel, Uber, Pandu, TotalEnergies, Pfizer, ConocoPhillips, Goldman Sachs, Micron, SuperMicrocomputer, Progressive, Volvo, Coinbase Global, Block, Volkswagen, Marathon Petrium and more

😭Louis Vuitton, Johnson & Johnson, Oracle, Chevron, Accenture, Linde, PetroChina, Shell, Cisco Systems, T-Mobile, Alibaba, Carter Pillar, Comcast, Verizon, Siemens, Morgan Stanley, HSBC, Nike, Phillips 66, Crown Castle, Microchip Tech, American Tower, Kering, Ping An Insurance, CATL and more

⚡️ Korea's annual performance is bottoming out and rebounding slightly, while the OP forecast for the first quarter is also attempting to rebound slightly from the bottom
✅In the first quarter, OP earnings estimates were raised, followed by utilities, aviation, food and beverage, semiconductors, technology hardware, home delivery, and defense industries
✅ However, the utility and aviation industries judged that the recent rise in oil prices was not sufficient
✅ First quarter earnings declined in the order of broadcasting entertainment, textile and clothing, shipbuilding, electrical appliances (secondary batteries), hotel leisure, securities, trading companies, game entertainment, distribution, etc

✅1Q earnings increase (expected earnings surprise) stocks include District Heating Corporation, Devsisters, Korea Electric Power Corporation, Optrontech, Wysol, Daewon Pharmaceutical, VT, Hanwha Ocean, PSK, SK Hynix, Deoksan Neorux, Murim P&P, DL, Samsung Life Insurance, STI, Kakao Games, PNH Tech, T-Way Air, Hyundai Green Food, Chong Kun Dang, LG Innotek, Hugel, SoluM, Wonik QnC, Hyundai GF Holdings, Dentium, Paradise, CS Wind, Hyundai Home Shopping, Hanwha System, Daishin Securities, KG Inisys, Hanwha Aerospace, Inox Advanced Materials, Dae Kettle Materials, Hanwha Insurance, PI Advanced Materials, etc

⚡ ️ Global Sentiment has an advantage in responding to a combination of "undervalued and improved performance" at a time when sideways tax and fundamentals are relatively important, and the confirmed performance in the first quarter of Korea is key to the evaluation of the Korea Value Up Index