Good morning mga ka-Martlemas! 👋
Grabe ang nangyari sa Wall Street!
Matapos ang record-breaking party nung Lunes (Sept 22)…
pause …biglang nagkaroon ng full stop at sell-off kahapon, Martes (Sept 23).
‘Yan ang aalamin natin! Let’s check!
Ang dahilan: si Fed Chairman Powell na mismo ang nagsalita — at medyo cautious ang tono niya. ✂️
Sabi niya, ang US economy ay may “two-sided risks”:
inflation pwedeng umakyat ulit,
pero labor market pwedeng humina.
👉 Dagdag pa niya: stocks are already “fairly highly valued.”
Dahil dito, umatras ang expectations para sa mabilis na rate cut.
At bakit mahalaga ito sa’tin?
Kung hindi agad mag-cut ng rates ang US, mas matagal posibleng manatiling malakas ang dolyar kontra piso.
Resulta? Pullback kahapon, Tuesday (Sept 23):
📉 S&P 500 bumaba ng 0.6%, closing at 6,570 points
📉 Nasdaq down 0.9%, closing at 22,135 points
📉 Dow Jones slipped ng 0.2%, closing at 45,796 points
👉 Normal lang ang ganitong pullback after a strong rally at record highs nung Lunes — parang paghinga lang ng market.
Tech highlight: Nvidia 🚀
Kahit bumaba market kahapon, ang AI theme buhay na buhay pa rin!
Noong Lunes, Nvidia announced a $100B investment sa OpenAI at AI infra.
👉 Habang bumabagsak ang ibang index, Nvidia’s bold move kept the spotlight on AI — pinapakita na kahit may volatility, tuloy-tuloy pa rin pumapasok ang big money sa AI.
Expect volatility — record high isang araw, pullback kinabukasan. Healthy lang ‘yan.
Focus on long-term themes — AI, infra, energy. Nvidia’s move is a clear signal.
USD/PHP stable sa 57.2 💵 — good timing pa rin for peso-to-dollar conversion kung papasok ka sa US market.
Mga ka-Martlemas, this week bantayan natin ang US PCE inflation report at jobs data — sila ang magbibigay ng clue kung kailan talaga magsisimula ang Fed rate cuts.
Don’t forget to Like 👍 & Subscribe 🔔!
At i-comment mo naman sa baba kung anong AI stock ang binabantayan mo ngayon.
👉 Kaya tutok tayo bukas mga ka-Martlemas — para lagi kang one step ahead sa market!
English Translation
Good morning, Martlemas community! 👋
What a day on Wall Street! After Monday's (Sept 22) record-breaking party… (pause) …things came to a full stop with a sell-off yesterday, Tuesday (Sept 23).
We’re going to find out why! Let’s check!
The reason: Fed Chairman Powell himself spoke—and his tone was quite cautious. ✂️
He said the US economy faces "two-sided risks":
On one hand, inflation could climb again, but on the other, the labor market could weaken.
👉 He added: stocks are already "fairly highly valued."
Because of this, expectations for a quick rate cut have faded. And why does this matter to us? If the US doesn't cut rates soon, the dollar could possibly remain strong against the peso for a longer period.
The result? A pullback yesterday, Tuesday (Sept 23):
📉 The S&P 500 fell by 0.6%, closing at 6,570 points 📉 The Nasdaq was down 0.9%, closing at 22,135 points 📉 The Dow Jones slipped by 0.2%, closing at 45,796 points
👉 A pullback like this is normal after a strong rally and reaching record highs on Monday—it’s like the market is just catching its breath.
Tech highlight: Nvidia 🚀
Even though the market was down yesterday, the AI theme is still very much alive! On Monday, Nvidia announced a $100B investment in OpenAI and AI infrastructure.
👉 While other indexes were falling, Nvidia’s bold move kept the spotlight on AI—showing that even with volatility, big money continues to flow into the AI space.
Expect volatility — a record high one day, a pullback the next. That's just healthy.
Focus on long-term themes — AI, infrastructure, energy. Nvidia’s move is a clear signal.
The USD/PHP exchange rate is stable at 57.2 💵 — still good timing for a peso-to-dollar conversion if you plan to enter the US market.
Martlemas community, let's keep an eye on the US PCE inflation report and jobs data this week—they will give us clues as to when the Fed rate cuts will actually begin.
Don’t forget to Like 👍 & Subscribe 🔔! And comment below to let us know what AI stock you're watching right now.
👉 So stay tuned for tomorrow, Martlemas community—so you can always be one step ahead of the market!