Has the intervention started? Trump's chief economic advisor will meet regularly with Powell.
The relationship between the Trump administration and the Federal Reserve is in a delicate balance. Regular meetings provide a communication channel for both sides, but potential conflicts still exist under inflationary pressures and policy disagreements.
Asia Markets Mostly in Red, With Positive Japanese GDP Growth and Weak U.S. Retail Sales Report
The earnings report season for U.S. stocks is met with bad news: under the shadow of Trump's tariffs, corporate expectations are significantly worsening.
① The earnings outlook for U.S. companies has worsened due to Trump's tariff threats; in the fourth quarter earnings report season, the performance expectations of more companies are weaker than analysts' expectations. ② The tariff threats have led to insufficient corporate confidence, and analysts expect the profits of S&P 500 Index constituent companies to increase by 10% this year, down from the 13% forecast at the beginning of January.
Futu Morning News | A strong alliance! Tencent WeChat and Baidu Search fully embrace DeepSeek; humanoid robotics welcomes heavyweight players, with Meta planning to make a major investment.
Last Friday, gold prices plummeted as the situation between Russia and Ukraine faced disruptive changes; a recent research report from Bank of America indicates that this Thursday's Federal Reserve meeting minutes will focus on the path to interest rate cuts and the impact of Trump's policies.
Weekly Outlook | A crucial week for China Assets is coming! Earnings Reports from Chinese concept stocks like Alibaba are set to be announced; the Federal Reserve's meeting minutes are about to be released; Musk will officially announce the new generation
The number of initial jobless claims in the USA for the week and the February S&P Global PMI data will be released soon; the US stock market will be closed for one day on Monday; the Hang Seng Index Company will announce the results of the fourth quarter Hang Seng Index quarterly review on Friday, February 21, 2024.
Coatue Adds Reddit, ServiceNow Stakes, Exits Chipotle, FXI, Among Top Q4 Trades