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Japan and the United States are about to start negotiations, and Shigeru Ishiba stated that no major concessions will be made.
Shigeru Ishiba has taken action!
The number of Fund managers planning to reduce their holdings in U.S. stocks has reached a record high!
The latest survey in April shows that the number of Fund managers wanting to reduce their Shareholding in US stocks has reached a record high.
Goldman Sachs: USA's growth is no longer an "exception" as generative AI accelerates its implementation in China.
In terms of monetary policy, Goldman Sachs expects the Federal Reserve to implement three "Insurance" rate cuts between June and September, while also turning bearish on the USD—currently, the USD is still overvalued by 20%.
Trump's ambitions collide with contradictory Americans: wanting manufacturing but not wanting to work in factories.
① A survey shows that 80% of Americans believe manufacturing is beneficial for the USA, but only 25% are willing to work in factories; ② Polling experts point out that satisfaction among USA manufacturing workers with factory jobs is lower than in other Industries, and there are many job vacancies in USA manufacturing; ③ Economists note that even if USA manufacturing returns, it will take several years and hundreds of millions of dollars, and will continue to be affected by uncertainty.
From "throwing debt to buy stocks" to precise timing, this wave of "divine prediction" by Trump's allies is thought-provoking.
Precise to the hour? Trump's allies sold bonds early to buy Technology stocks, and the US stock market surged; she has already taken the initiative to get on board, and the timing can be considered a divine maneuver. This inevitably makes one curious: what does she know?
Dissatisfaction with the Federal Reserve is increasing day by day in the White House. What will Powell, who is in the spotlight, say tonight?
The market will closely watch Powell's speech for clues regarding potential interest rate cuts and the progress of regulatory reforms encouraging Banks to increase their holding of U.S. Treasuries. Currently, Powell's stance on interest rate cuts is conservative, and the Federal Reserve has not accelerated its push for regulatory reforms to encourage Banks to increase their holdings of U.S. Treasuries. In the future, Powell may face two fates: either being directly dismissed by Trump or being significantly sidelined.