How does Wall Street predict the strongest global theme for the second half of the year, with expectations of a rate cut, election suspense, and the trend of US stocks?

As the global central bank interest rate cuts arrive, major events such as inflation rebound, the U.S. presidential election, and earnings season tests may all intensify volatility risks, but they also bring many opportunities for positioning.

Futu NewsJul 4 21:05

The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.

In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.

wallstreetcnJul 4 20:23

Futu Morning Post | Interest rate cut expectations heat up, S&P and Nasdaq hit new highs again; "Congress Mountain Female Stock God" Pelosi strikes again! Betting on Broadcom and Nvidia.

Fed minutes: Waiting for more information to gain confidence in rate cuts, with the majority of officials believing that the economy is gradually cooling; U.S. June ISM services unexpectedly fell sharply below expectations, with the rate of contraction the fastest in four years.

Futu NewsJul 4 08:10

IShares China Large-Cap ETF Options Spot-On: On July 3rd, 93,501 Contracts Were Traded, With 3.52 Million Open Interest

On July 3rd ET, $iShares China Large-Cap ETF(FXI.US)$ had active options trading, with a total trading volume of 93,501 options for the day, of which put options accounted for 28.06% of the total tran

Futu NewsJul 4 04:30

Tesla Received EU Inspectors Last Week At Its Chinese Factories; EU Inspection Of Tesla China Factories Could Result In Co Getting Lower Duty Than Average Of 21% On Chinese EV-Makers

Tesla Received EU Inspectors Last Week At Its Chinese Factories; EU Inspection Of Tesla China Factories Could Result In Co Getting Lower Duty Than Average Of 21% On Chinese EV-Makers

BenzingaJul 3 23:32

Are there risks of the US stock market returning to the 1930s?

Richard Bernstein believes that although the current US stock market appears to be full of bubbles and rises highly concentrated in large cap stocks, considering that current corporate profits are accelerating and the banking system is performing well, it is unlikely to trigger another economic crisis.

wallstreetcnJul 3 22:18