The time has now come to take out insurance in the event of exchanges, the Fed does not act as the shares want, says the director of investments of UBS

A busy week for equities could end in beauty, thanks to the hopes of investors on the trade front.

It may be the simple idea of ​​a meeting scheduled between Friday, POTUS and China's chief negotiator, which propels global equities up, while talking about the details of such an agreement. Admittedly, there are many obstacles to an incredible offer.

Global equities are moving forward in hopes of Friday's meeting between POTUS and the first Chinese negotiator, China's deputy prime minister, and the transfer of the elements of a deal. (see Buzz)

According to Jani Ziedins, of Cracked Market, there is "a lot of room under us" if this meeting disappoints, which also mentions many "desperate buyers and reluctant sellers" who have helped to create a floor in this market.

"There is a potential for profit so that the most agile traders can remove the last nickels and dimes of this rally, but anyone who buys for the long term should not feel compelled to drive it out, as these prices have not been achieved. nothing special, "says Ziedins. .

This brings us to our call of the day Mark Haefele, chief investment officer at UBS, says while still a fan of US equities, he also buys downside insurance through S & P 500 put options, an option that gives homeowners the right to sell to an agreed price. before a given date.

Haefele is not sure that a trade agreement is bringing inventories back to peaks before the crash of December. "I think that to surpass the peaks of the fall, it would have to be a really surprising deal that really lasts longer to really make a difference," he told Bloomberg, at the time of writing. an interview.

He said investors should protect themselves in an environment where volatility has increased. They must also guard against political mistakes, because he does not think the market has "identified" the idea of ​​a slightly more hawkish Federal Reserve by the end of the year.

As the Cboe Options Exchange points out on its website, put options are a simple downside strategy that does not require a large cash commitment. Individual investors may also place bets on exchange-traded funds that track indices and sectors, such as the WisdomTree Cboe S & P 500 PutWrite Strategy Fund or a put on the Nasdaq-100 Invesco QQQ ETF tracker.

QQQ, -0.37%

. But do your homework, of course. More info here and here.

Michael Arone, the chief investment strategist with State Street Global Advisors, said: although everything is going in the direction of the investor this year, the dovish Fed, a trade deal, shares only can not keep this space. .

"In fact, at today's growth rate, the S & P 500 would reach 5,200 by the end of the year, more than double what it was in 2019. very unlikely, said Arone.

The market

Dow

YMH9, + 0.47%

, S & P 500

ESH9, + 0.41%

and Nasdaq

NQH9, + 0.50%

The coming days herald an optimistic day after Thursday's Nasdaq session

COMP -0.39%

take a series of eight consecutive wins, and the Dow

DJIA, -0.40%

and S & P 500

SPX, -0.35%

also drop.

The dollar

DXY, + 0.14%

is flat, gold

US: GCU8

is down, and gross

US: CLU8

is higher.

European shares

SXXP, + 0.36%

are also more optimistic, while Asian equities miss a weaker start, recording a gain of nearly 2% for China

SHCOMP, + 1.91%

stocks.

Table

Our table of the day The company that offered us a powdered cheese dinner in a box caused zeroes in the pain of major shareholders.

Kraft Heinz

KHC, -0.17%

The shares are expected to hit a record low after not only disappointing the results and their forecasts, but also reducing their dividend and leaked an SEC investigation. And analysts are apparently declining already.

The buzz

Stamps.com is also pounded

STMP, -2.00%

on the news, he will lose his exclusive contract with the US postal service, which would seriously affect his financial performance. And Dropbox

DBX, + 0.39%

goes away after reporting margins below expectations.

There was better news from Roku

ROKU, -4.03%

, while the streaming company posted a higher turnover and an optimistic performance. Baidu

BIDU, + 0.37%

posted higher earnings, but profits fell by 50%.

In Europe, we are talking about massive job losses for SocGen

GLE, + 2.12%

on a report the company wants to ease the pressure of regulatory costs.

The week of the tariff truce being imminent in a week, we are wondering about several agreements to be included in a broader trade agreement, such as the settlement of a dispute between chip makers, Micron.

MU, -1.61%

and Fujian Jinhua, and allowing Mastercard

MY, -0.81%

and Visa

V -0.50%

in the country after a wait of 20 years, says the FT, citing sources.

Berkshire Hathaway is a great weekend for financial nerds.

BRK.A, -0.51%

BRK.B, -0.40%

Saturday's annual letter of shareholder, which offers a window on the thought of legendary president and investor Warren Buffett, is published.

Lily: The number that shows what Warren Buffett really thinks of the Berkshire stock

Lily: 9 stocks with dividends above 4% in a sector that often beats the market

L & # 39; s economy

No data, but many Fed speeches Friday, with Fed Chairman in New York, John Williams, Fed Vice President Richard Clarida, Fed Governor Randal Quarles, President of the Fed Philadelphia Fed, Patrick Harker, St Louis Fed President, James Bullard, Fed President in San Francisco, Mary Daly all making appearances at the Chicago Booth Monetary Forum.

The stat

Alfonso Cuarón / Netflix Inc.

32.6% – That's how it looks for the Netflix

NFLX, -0.82%

"The Roma", the critically acclaimed black-and-white Mexican film, won Sunday's Best Picture at the Oscars, according to the Hollywood Reporter. Not only did the film set a record as the first foreign language film to win the honors, but it would be the first time that a streaming service would bring this trophy back. Roma has nine other nominations, including Best Film and Best Actress.

Random readings

Venezuela has closed its border with Brazil, threatens to do the same for Colombia as Maduro tries to stop the flow of international aid

New elections ordered in North Carolina after evidence of electoral fraud and withdrawal of Republican candidate Mark Harris.

Actor Jussie Smollett apologizes for casting "Empire" but Keeps with its history

North Korea: heat, drought and floods causing serious food shortages

From the misery to $ 30 million in the lottery, the Chancellor of the park was lucky

A woman dies at a Michelin-starred restaurant in Spain, other patients after mushrooms have been cooked inappropriately

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