Can the Federal Reserve cut interest rates next month? The crucial test is coming tonight.
As the first major data after the US presidential election, the US October CPI report, which will be released at 21:30 on Wednesday Beijing time, is likely to have a crucial impact on the future policy path of the Federal Reserve; This has also prompted some Wall Street insiders to ponder whether the next market trade theme will gradually shift from the glamorous 'Trump trade' of the past week to the interest rate perspective surrounding the Federal Reserve rate cut process...
The etf 'Double Long Buffett' has arrived.
In the usa market, there is a booming demand for individual stocks and leveraged etfs, but the symbols are mostly high-volatility technology companies like nvidia, tesla, and apple. BRKX will be the first leveraged bullish value representative etf of Berkshire listed in the usa.
Trillion dollars！This year, global etf set a record for attracting funds.
As of October 31, the net inflow of funds into global etf this year has reached 1.4 trillion USD, exceeding the record of 1.33 trillion for the entire year of 2021. Demand for fixed income, csi commodity equity index, and stocks etfs is booming, with an inflow of 11.7 billion USD into china stocks etf in October (etfs listed overseas in china), more than double the peak in June 2022.
CPI rebound alarm sounded? Fed may press the pause button on interest rate cuts early next year.
Economists expect the overall CPI to rebound for the first time in eight months in October, while core CPI also remains sticky.
Is Trump's 'gift package' overvalued, and is the rebound of US stocks detached from the fundamentals?
Top economists have pointed out key signs of weakness in usa businesses, and warned that stock investors may be overly optimistic about Trump's pro-business policies.
"When will the 'Trump rally' end? Bridgewater CIO: There is still room for the US stock market to rise, but don't buy anymore!
Bridgewater Associates Co-Chief Investment Officer Karen Karniol-Tambour stated that the US stock market still has "upward potential", but it is not the best investment destination as investors are already heavily exposed to the stock market. She recommends clients to focus on bonds, gold, or oil to cope with economic growth or inflation shocks.