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This was originally published to our clients on the first week of December 2023. The insight still holds true.
WAR 2024 begins with wars burning in Gaza, Sudan, and Ukraine.
Attacks by Iran-backed militants in the Red Sea have effectively closed one of the world's main trade routes to most container ships — vessels that carry everything from car parts to Crocs from one corner of the globe to another.
Taiwan's election starts on January 13, 2024. China's nagging to annex Taiwan worries us about our over-reliance on Taiwan for our semiconductor needs.
RATE CUTS The argument about the direction of interest rates continues in the markets. Federal Reserve policymakers may not be as eager to start cutting interest rates as soon as March after fresh data showed in this week's CPI numbers. The CPI data took some steam from bulls betting on a rate cut in March. The rate cut is not happening in March.
With earnings season fast approaching, we are reviewing how the fundamentals may change in 2024. KMX posted FY 3Q EPS on December 22, 2023. And it gave us a glimpse into how the January earnings will unfold.
This Week
Bank Earnings
Surveying the Dealerships
KMX Earnings Analysis