Futu Morning Post | Fed 'hawkish': interest rate cuts will only stop in December if unexpected inflation appears; Blue chips party night! Shopify soared more than 21%, sea rose more than 10%, stock prices hit a new two-and-a-half-year high.
The Federal Reserve: The one-year inflation expectation for October in the usa fell to a four-year low, Netflix rose nearly 2% to hit a record high, with 70 million monthly active users on the ad-supported subscription plan, labor market expectations are improving.
NASDAQ 100 Struggles To Close Gap With S&P 500 During Semiconductor Slowdown
Loose cycle meets "tariff wall", ex-Fed officials warn: Don't count on four rate cuts next year!
① Cleveland Fed former chair Mester said that if Trump's proposed global tariffs take effect, the Fed may cut interest rates less than expected next year; ② Mester stated that the market expects the Fed's rate cut to be less than the previous four times, which may be correct.
U.S. stock outlook | Will Trump's "Super Week" come to an end? Goldman Sachs: U.S. stocks will enter a rotation market; all three major futures indices fell before the market, while high-performing stocks rose against the trend.
Taiwan Semiconductor fell more than 1% before trading, with news that Taiwan Semiconductor has stopped supplying mainland 7-nanometer AI chips; Home Depot expects full-year revenue growth of 4%, previously expected to grow 2.5% to 3.5%, rising more than 1% before trading; Shopify's third-quarter revenue of 2.16 billion US dollars exceeded analysts' expectations, with a net income of 0.828 billion US dollars, rising more than 13% before trading.
Wall Street strategists warn: The US economy still needs to pay attention to this key indicator!
Market participants generally believe that in most cases Trump will not implement tariff policies, but analysts doubt that the market is overly optimistic.
Is the replay of 1928, is the sharp rise in US stocks just temporary?
From Hoover's election in 1928 to the outbreak of the Great Depression in 1932, history has long proven that a stock market rebound does not necessarily mean economic prosperity. In this current US bull market, risks such as high valuations, debt pressure, and inflation are all accumulating.