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The U.S. stock market has encountered a wave of sell-offs, and next week's Congressional speech by Trump deserves attention.
On March 4, Trump will deliver a speech to a joint session of Congress, marking his first major address during his second term. The media anticipates that Trump will outline key legislative goals in his speech and set the tone for his second term, covering topics such as the economy, National Security, and foreign policy.
The number of first-time unemployment claims in the USA has risen to a new high for the year, with key inflation indicators unexpectedly revised upward.
① According to data from the USA Labor Department, for the week ending February 22, the number of first-time unemployment claims rose by 0.022 million to 0.242 million, the highest since October last year. ② In Q4 2024, the USA's actual GDP grew at an annualized quarter-on-quarter rate of 2.3%, with consumer spending rising at an annualized quarter-on-quarter rate of 4.2%. The PCE Index increased by 2.4%, and core prices rose by 2.7%, both exceeding the central bank's target.
JPMorgan: The US stock market may stagnate in early March, and then enter a spring rebound!
Ilan Benhamou from JPMorgan believes that against the backdrop of weakening economic data, the US stock market will stagnate in early March, and will rise again later in the spring.
The latest viewpoint from Morgan Stanley's Xing Ziqiang: This round of market trends is a re-recognition of the advantages of China's Industry Chain in science and technology innovation.
Xing Ziqiang believes that this round of market trends this year is significantly different from "9.24" in 2024. In this market phase, there is greater emphasis on the re-recognition of China's scientific and technological innovation and Industry Chain strength, as well as the resilience of private enterprises.
Trump "scares" consumers! The fear of inflation is reignited.
Despite Analysts expecting Consumer spending to remain healthy, some consumer goods companies have already pointed out signs of weakness...
U.S. stocks closed: Trump's chaotic remarks weighed on market sentiment but did not prevent Chinese concept stocks from surging.
1. Trump's chaotic tariff remarks impacted market sentiment, with the Nasdaq and S&P narrowly closing higher after fluctuations; 2. Chinese concept stocks returned to a strong upward trend, with the Nasdaq China Golden Dragon Index soaring by 3.66%; 3. NVIDIA released solid Earnings Reports, and the market reaction was moderate; 4. Short-selling Institutions attempted to join forces to launch a surprise attack on the AI application leader AppLovin.