● 미국채 수익률
● 기업 단신
Lululemon — Shares of the Canadian apparel company fell more than 10% after Lululemon lowered its gross margin guidance for the first quarter. The “athleisure” chain raised its net revenue guidance for the fourth quarter and now expects growth of 25% or more, year over year.
Visa, Mastercard — Shares of the payments companies gained 1.1% and 1.7% respectively, after Keybanc upgraded their ratings to overweight from sector weight.
Duck Creek — The provider of intelligence solutions for the insurance industry will be taken private by Vista for $19 a share in cash, CNBC’s David Faber reported. The deal should be announced shortly, he said. Shares surged 39%.
Zillow — Shares of the real estate marketplace company gained 4% after Bank of America double upgraded the stock to buy, citing its improved growth outlook despite a challenging macroeconomic environment.
Hologic — The women’s diagnostics provider reported fiscal first quarter revenue Sunday that topped its most recent guidance and Wall Street analyst estimates. Shares gained 2.8% premarket.
Energy stocks — Rising oil prices sent several energy stocks higher premarket. Marathon Oil, Halliburton, EOG Resources and Hess all rallied more than 2%.
Bed, Bath & Beyond — Shares of the beleaguered retailer jumped more than 17% premarket. Bed, Bath & Beyond last week warned of its ability to continue as a going concern, sending shares plummeting.
Oracle — Shares of the software maker rose more than 1% in premarket trading following an upgrade to overweight from neutral by Piper Sandler. The investment bank said in a note that Oracle’s cloud business could see annual growth above 20% in the next few years.
Uber — Shares gained 2.8% after the rideshare platform was upgraded to overweight from neutral by Piper Sandler. The bank said increased car prices will push consumers to Uber and other rideshare platforms.
Nvidia — The stock gained 1.6% premarket after being named a top pick by Wells Fargo analysts, who said they see a positive data center product-cycle materializing through 2023.
Tesla – Shares of Tesla rose 3.7% premarket Monday after Elon Musk attorneys on Saturday asked a California court to move a trial over the company stock to Texas, citing local negativity.
Ferrari — Shares rallied more than 2% premarket after being named a top pick for 2023 by Bank of America. Analysts noted the automaker’s balanced strategy, resilient financial performance and conservative 2023 outlook.
● 장전 상황
On Friday the Dow surged 700 points, more than 2%. The S&P 500 added 2.28% and the Nasdaq Composite advanced 2.56%. Investors are hopeful the Federal Reserve is finished with its most aggressive action to bring down inflation, after data at the end of last week suggested the U.S. economy might be cooling off.
The Dow Jones Industrial Average ticked up 92 points, or 0.3%, while the S&P 500 and Nasdaq Composite added 0.5% and 0.9%, respectively.
This Thursday, Wall Street will get the latest consumer price index readout, and the major banks report earnings on Friday.
● McCarthy sets an agenda
The House finally has a speaker. Kevin McCarthy secured enough support to win a 15th vote in the early hours of Saturday morning, and he wasted no time in setting out an agenda for his time leading the chamber.
McCarthy promised to pursue conservative, America-first initiatives, including cutting funding to the IRS and tackling what he called “America-last” energy policies. He also plans to tackle issues such as debt, immigration and U.S. relations with China.
● Goldman Sachs is looking to cut 3,200 jobs this wee
A third of the investment banking layoffs are expected to affect its banking and trading units, according to Bloomberg.
● Jack Ma will relinquish control of Ant Group.
Changes in governance structure will shrink the billionaire’s stake in the fintech giant from 50% to 6% after a regulatory crackdown.
● Elite masses
The ranks of air travel elites are growing, and that’s posing a problem for airlines. More and more travelers are building up rewards points via credit card spending or deferred travel, and they’re spending those points on lounge access, extra leg room or other cushy perks.
But as a United Airlines executive put it, “If everybody has status then nobody has status.” United, American Airlines and Delta Air Lines are all raising the bar to earn rewards status this year, in an effort to keep premium products feeling exclusive — without alienating their newfound frequent flyers.
● Deja vu-ez
A bulk carrier got caught up in the Suez Canal Monday morning — reminiscent of a March 2021 incident that garnered worldwide attention — after it suffered an engine failure, the canal authority said. The carrier, Glory, loaded 65,970 metric tons of corn from a port in Ukraine on Dec. 25 and was bound for China, according to the Black Sea Grain Initiative Joint Coordination Center, which facilitates humanitarian maritime exports of grain, other foodstuffs and fertilizers from Ukraine. “The authority’s marine rescue team dealt professionally with a sudden technical failure of the machines of the bulk vessel GLORY,” the Suez Canal Authority said on Twitter, according to a translation. “Work is now underway to tow the idle ship.” The disruption should cause “only minor delays,” said shipping agency Leth.
*필자의 생각: 이번에는 중국행…어쨌거나 또 중국이 관련….ㅋ
● AMERICA’S H-1B VISA ARE GETTING PRICIER
The H-1B is the most sought-after US work visa among foreign professionals. Of the more than 407,000 H-1B visas issued between October 2020 and September 2021, Indians bagged more than 300,000—an overwhelming 74%.
The pre-registration fee for this category is now likely to rise from $10 now to $215—up 2,050%.
● A virtual smell machine
Vermont-based startup OVR Technology created a wearable that produces scents to match the views from smartphones, tablets or computers. The Ion 3 wraps around the back of your head and rests low on your left cheek, directing its mixed-on-the-fly essences to your nose. When you’re gazing at a beach scene, you can inhale the sea air. When you’re touring exotic locales from your office chair, you can actually smell the flowers. We’ve tried it, and it really works. You can design your own scents, combining essences ranging from earthy and woody to citrus and sweet.
