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How will the market trade 'Harris Economics'?
Harris's core economic policy is to combat inflation and reduce the cost of living. If elected, they would increase the fiscal deficit by 1.7 trillion US dollars.
Futu Morning News | Fed policymakers "soften" their stance: it's time to consider interest rate cuts; during the sharp drop in US stocks in August, hedge funds and individual investors aggressively bought tech giants at a low price.
The Jackson Hole Central Bank Annual Meeting will be held from August 22nd to 24th in 2024; Harris announced the economic agenda: building houses and subsidizing down payments; urged to buy, and the Alibaba's stock price has risen.
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Building a semiconductor factory in the USA is too difficult.
As of now, the new semiconductor wafer fabs in the USA have seen frequent project delays, and the progress of many projects remains uncertain. It is also difficult to predict whether there will be abandoned projects in the future. The issue of talent shortage has also been exposed to a greater extent.