Analysis of the 'Fed's Echo Chamber': The hidden dangers of new inflation after the election.
Trump may be heading into a new feud with the Federal Reserve, and any factor that reignites inflation could lead officials to slow down or even halt interest rate cuts.
Express News | What did the China-US economic working group discuss? China revealed: In November, a large-scale incremental policy will be announced after the statutory procedures.
Futu Express | Fierce Competition! The USA presidential election enters the sprint phase, with a record-high early voting rate; NYSE's heavyweight official announcement! Intends to extend US stock trading hours.
The 14th session of the 12th National People's Congress Standing Committee will be held in Beijing from November 4th to 8th; the apple AI feature Apple Intelligence officially launched this week; How difficult is shorting US stocks? Tesla's short positions, which made money this year, were wiped out in just one day.
BofA's Hartnett: The election will strengthen Wall Street's four core trades, but inflation and economic downturn will reverse everything.
Bank of America analyst Hartnett pointed out that the four core trading strategies on Wall Street now are, bearish on bonds, bullish on gold and technology stocks. Tightening immigration policies may trigger inflation, leading to further increase in gold prices. The market is worried that Fed rate cuts may lead to inflation and overheating of the economy, with bond yields unexpectedly rising after the rate cut, causing US stocks to become more concentrated. Now is not a good time to buy bonds and stocks.
Trump's cabinet: 2.0 Observation Guidelines
Minsheng Securities believes that "actions speak louder than words", which may be particularly prominent in political affairs such as the usa election, requiring special attention to the US Treasury Secretary and trade representative.
One-week lookahead | Heavyweight financial reports coming! Technology giants such as apple, microsoft are unveiling one after another; USA economic data bombardment one after another! Non-farm payroll report finale on Friday.
Multiple countries will announce their GDP for the third quarter, with the USA's economy expected to achieve an annualized growth rate of 3.3% in the third quarter; Bank of Japan interest rate decision: expected to maintain short-term interest rates unchanged, gradually reducing the scale of bond purchases.