Can the Federal Reserve cut interest rates next month? The crucial test is coming tonight.
As the first major data after the US presidential election, the US October CPI report, which will be released at 21:30 on Wednesday Beijing time, is likely to have a crucial impact on the future policy path of the Federal Reserve; This has also prompted some Wall Street insiders to ponder whether the next market trade theme will gradually shift from the glamorous 'Trump trade' of the past week to the interest rate perspective surrounding the Federal Reserve rate cut process...
Is Trump's 'gift package' overvalued, and is the rebound of US stocks detached from the fundamentals?
Top economists have pointed out key signs of weakness in usa businesses, and warned that stock investors may be overly optimistic about Trump's pro-business policies.
Bridgewater Co-CIO: U.S. stocks are worth owning, the U.S. economy is expected to have strong growth.
Bridgewater Fund co-chief investment officer Karen Karniol-Tambour said that US stocks are a "good thing" worth holding. She added that she expects strong economic growth in the USA under the leadership of the Trump administration.
Bullish is coming! Foreign capital, show their "cards"!
At a critical moment, foreign investment giants have spoken up.
Federal Reserve voting committee member speaks for the first time after Trump's election: observe the post-election situation first and then determine the impact, be prepared to address risks.
This year, Powell, the chairman of the Federal Reserve, said the Fed is ready to respond to the risks of declining employment or rising inflation as needed. Former Cleveland Fed President Mester said if Trump's tariff policy is implemented, the Fed's rate cut next year may be less than the previously expected four times. "Star board member" and Fed Director Waller said the private sector should take the lead in innovation in the payment industry; stablecoins may be beneficial to the financial system, but legislative solutions are needed to address security issues.
Huachuang Securities: The trading heat of Hong Kong stocks has declined. With improved liquidity environment, the market may enter a Risk on period.
Huachuang Securities released research reports stating that Hong Kong stocks still have valuation advantages compared to A shares; Trump's election victory and the domestic National People's Congress 10 trillion fiscal plan landing may signal the beginning of a Risk-on market phase, with liquidity environment expected to further improve in the next 3-6 months.