"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Express News | After Trump's election victory, the stock prices of several major US banks soared. JPMorgan CEO Damond: Many bankers are dancing in the street like.
Wells Fargo Maintains Goldman Sachs(GS.US) With Buy Rating, Raises Target Price to $680
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Leading the rise in overseas bank stocks, is Goldman Sachs really the big winner in the Trump trade?
Analysis suggests that due to the significant growth of private crediting and alternative assets, goldman sachs may become a potential big winner among banks. On one hand, there will be no restrictions on private crediting during Trump's presidency, allowing it to continue growing for the next four years; on the other hand, the rise in government bond yields may also benefit private crediting.
Full text | Bilibili Q3 earnings conference transcript: In the first nine months, nearly 2.7 million content creators earned income on Bilibili.
Beijing time, on the evening of November 14, bilibili (B Site, Nasdaq: BILI; HKEX: 9626) released its financial report for the third quarter of 2024, ending September 30: total net revenue was 7.31 billion yuan, an increase of 26% year-on-year. The net loss was 79.8 million yuan, narrowing by 94% year-on-year. According to non-GAAP principles in the usa, the adjusted net income was 0.2359 billion yuan, compared to a net loss of 0.8635 billion yuan in the same period last year. After the financial report was released, bilibili's chairman and CEO Chen Rui, vice chairman and COO Li Ni, and CFO Fan Xin along with other company executives attended.
European Investment Banks Set to Benefit From U.S. Activity, JP Morgan Says -- Market Talk
Trump trades welcome "prosperity", the USA IPO market is unfrozen.
Investors have been waiting for the usa IPO market to thaw after two years of difficult trials. Donald Trump's election victory may help make this happen.
Why Goldman Stands Out as a Trump-Era Winner on Wall Street -- Heard on the Street -- WSJ
Goldman Sachs(GS.US) Director Sells US$11.9 Million in Common Stock
$Goldman Sachs(GS.US)$ Director Montag Thomas K. sold 20,000 shares of common stock on Nov 12, 2024 at an average price of $594.96 for a total value of $11.9 million.Source: Announcement What is
After the release of the CPI data, interest rate traders bet that the probability of the Federal Reserve lowering interest rates next month is 80%.
USA Treasury bonds rose, with traders adding bets on a 25-basis-point rate cut by the Federal Reserve next month after the release of inflation data. The 2-year Treasury yield fell by as much as 10 basis points to 4.2%. The 10-year Treasury yield dropped by approximately 7 basis points to 4.30%. Interest rate swap traders increased the probability of another Fed rate cut on December 18th from around 56% earlier in the day to about 80%, expecting a total rate cut of nearly 62 basis points by the end of June. Lindsay Rosner, Head of Multi-Asset Fixed Income Investments at Goldman Sachs Asset Management, stated that “core inflation rates will prompt the Federal Reserve to continue with the rate cuts in December.”
Express News | Goldman Sachs' multi-asset fixed income investment manager, Lindsay Rosne, said: The core inflation rate in the USA will keep the Federal Reserve on track for a December rate cut. Today (November 13), the inflation data has eased market concerns of a rapi
Express News | Goldman Sachs analyst: Today's data has eased concerns about the Federal Reserve slowing down its rate cuts.
Flutter Entertainment Initiates $350 Million Share Buyback With Goldman Sachs
Deutsche Bank Adjusts Price Target on Goldman Sachs to $575 From $500, Keeps Hold Rating
Express News | Former Goldman Sachs Saudi CEO will join Rothschild & Co, serving as the head of Middle East business.
Financial industry executives expect the Trump administration to stimulate large banks' mergers and acquisitions.
On November 13, according to Reuters, executives and analysts from the american financial sector stated that as former President Trump returns to the White House, government-appointed regulators are likely to adopt a more favorable stance toward approving large trades, which may lead to a wave of bank mergers and acquisitions.