This time is different! Trump is driving the US dollar to continue strengthening!
Since the election, the US dollar has continued to strengthen, and today, after Trump's inauguration, the second phase of the dollar's strength will officially begin.
Five consecutive rises! Hong Kong stocks are experiencing a strong rebound, Call Options for China Stocks ETF are being aggressively bought again, what is the outlook for the market?
China International Capital Corporation believes that from a long-term perspective, the Hong Kong stock market has not yet escaped the fluctuating pattern. To expand the market space, there are mainly two avenues: one is to rely on large-scale fiscal efforts to solve the current credit contraction issue faced by the economy; the other is the market pullback, creating better buying opportunities and greater rebound potential, referred to as 'opportunities arising from declines.'
The key to the stock market's rise and fall: the mystery of Bonds yields and the shockwave from Trump's return.
The rapid rise in Bonds yields has made the stock market extremely precarious, especially with Trump's imminent return to the White House, further amplifying market uncertainty.
The slogan finally arrives at its moment of fulfillment! Is the "Trump Trade" at a new crossroads?
① From the "beautiful aspirations" before the election to the "wanton revelry" after the election, Trump's Trade has gone through two phases over the past six months; ② Now, this Trade's "third phase" may be the most turbulent journey that is about to unfold: with Trump's official inauguration, all of the campaign slogans from last year's USA election winner will soon come to fruition...
Daily Investment Bank/Institution Opinions Overview (2025-01-20)
Citigroup research strategists pointed out in a report that the Bonds market shows greater sensitivity to inflation, with recent risks stemming from Trump's first actions taken after his inauguration as president.
Opinion poll: The most important task for Trump during his new term.
Polls show the issues that Americans are most concerned about, which Trump may prioritize addressing after taking office.