U.S. stocks early market | Core PCE has the largest increase since April of this year! Spot gold briefly dropped; quantum computing concept stocks are booming! QUBT and RGTI rose by 10%, and Quantum once triggered a circuit breaker.
The market continues to focus on Trump's tariff policy and cabinet composition. The actual GDP growth rate of the United States in the third quarter slowed down compared to the second quarter.
U.S. stock market preview | The Federal Reserve's "favorite" inflation data is about to be released! Most Chinese concept stocks are rising before the market opens, with jd.com up nearly 4%; cryptos concept stocks are generally rising, with MSTR increasin
Ambarella's stock surged 20% before trading, with third-quarter performance exceeding expectations, and strong growth in ai business; Dell Technologies' stock dropped 12% before trading, with disappointing third-quarter revenue and fourth-quarter guidance.
Daily options tracking | The Black Friday shopping craze is coming! Multiple call orders on amazon have made over 3 times profit; this month has accumulated nearly 37% growth! The call options for gamestop have surged to 83%, and call orders are being hot
MSTR fell over 12% again, retracing nearly 35% from its high. Overnight, there were 0.72 million options contracts traded, with the call ratio dropping significantly to 53.6%. Among them, put options with a strike price of $250 expiring on November 29 witnessed capital inflow, with nearly 0.02 million contracts traded.
Wall Street was not unprepared! Trump has not yet taken office, but "Twitter governance" has already begun.
① Although Trump's primary platform for social media expression may have shifted back from Twitter to his own platform, Truth Social, his habit of "governing through Twitter" has clearly not changed; ② This has led many Wall Street institutions to register for Truth Social accounts early, both before and after the election results were announced, and considering it as a precautionary measure in their strategy tracking models has proven to be a worthwhile effort!
The next nominee for the usa trade representative has been revealed: a long-time protégé of the operator of the "Trump Tariffs 1.0."
① Trump nominated Greeley as the usa Trade Representative. If confirmed by the Senate, Greeley will be responsible for tariff policies and trade agreement negotiations; ② Greeley is the chief of staff and long-time protégé of Trump's former Trade Representative Lighthizer.
US Treasury bonds are at risk of deep selling, with the 10-year US Treasury yield potentially rising to 4.9%.
Options traders are betting that U.S. Treasuries will face a deep sell-off within the next few weeks, and the upcoming major events will be key to these bets.
Express News | Trump nominated Jamieson Greer as the United States Trade Representative.
Lighthizer's disciples, closely involved in the "Trump 1.0" trade negotiations, reported that Greer has been nominated to serve as the usa Trade Representative.
It is reported that Greer served as Lighthizer's chief of staff during the Trump 1.0 era, closely involved in the trade policy decision-making at the time, and is expected to play a key role in Trump's 2.0 trade policy.
Trump + Bezos: Fiscal Difficulties Tighten
Source: CICC Insight Authors: Zhang Jundong, Fan Li, Zhang Wenlang Spending is difficult to cut, tax cuts are being pushed, and fiscal tightening is difficult. On November 22, local time, former US presidential nominee and hedge fund manager Scott Benset was appointed as the Secretary of the Treasury, advocating to reduce the budget deficit rate to 3% by 2028. Prior to this, Trump appointed American entrepreneur Musk to co-found and lead the Federal Government Advisory Institutions "Department of Government Efficiency" (DOGE), aiming to "abolish bureaucratic agencies, reduce regulations, and refo
Futu Morning Report | The US stock market party continues! The s&p 500 index has risen for seven consecutive days, setting a new historical high; Federal Reserve meeting minutes: future interest rate cuts will be cautious, and the end of monetary easing i
Market response to Trump's tariff threats: auto stocks wail, the Canadian dollar hits a four-year low, and the Mexican peso plunges nearly 3%; dell technologies drops over 10% after hours, with total net revenue for the third quarter at 24.37 billion USD, below analyst expectations.
Goldman Sachs warns: Trump's tariff proposal will push USA core PCE inflation up by 0.9%.
On Tuesday, Goldman Sachs stated that the proposal by the elected USA President Trump to impose a 25% tariff on commodities from Canada and Mexico, although expected to generate nearly 300 billion US dollars in revenue annually, may exacerbate inflation, leading to a 0.9% increase in USA core PCE inflation. Currently, it is still uncertain whether Trump's tariff proposal will be implemented, as some advisors believe this may be Trump's negotiation strategy rather than final policy.
Bond-market Investors Look to Fed Minutes for a Crucial Rate Clue
Where Is the US10Y Headed? Piper Sandler & Cantor Fitzgerald Offer up Differing Views
US stocks in early trading | Nuclear power sector strong! CEG, VST up nearly 4%; most weight loss drug concept stocks are rising, Eli Lilly and Co. up 4%; Dow component stock Amgen down 11%, weight loss drug data fails to satisfy Wall Street
The market is currently digesting the Trump tax policies, with most auto manufacturers' stocks trending downward. Tesla, on the other hand, rose by 1% against the market; Donald Trump-related concept stock Rumble surged by 4%, planning to purchase up to $20 million worth of Bitcoin.
Daiwa's outlook for the US economy in 2025: the era of 'high inflation, slow growth' is coming, interest rate cuts entering the 'slow lane'.
Morgan Stanley believes that Trump's immigration and tariff policies will lead the usa economy to face the dual challenges of slowing growth and persistent inflation next year: GDP growth is expected to slow to 1.9%, while core PCE inflation will remain high at 2.5%. The Federal Reserve will remain cautious about the interest rate path and is expected to begin to pause interest rate cuts in the second quarter of next year.
U.S. stock market outlook: Bullish on weight loss drugs concept stocks! eli lilly and co, novo-nordisk a/s rose more than 4% in pre-market trading; Tesla's rival Rivian rose 10% in pre-market trading, approved for a loan of $6.6 billion.
Growth tech stocks rose overall before the market opened, with nvidia and AMD up 1%; cryptos concept stocks collectively fell, with MARA and cleanspark down over 5%.
The Trump Cabinet 2.0 "Dream Team" is unveiled! Understand the economic views of the officials in one image.
The major team of Trump's Cabinet 2.0 has gradually taken shape, characterized by: first, loyalty is prioritized, and overall policy inclination is largely consistent with Trump; second, many candidates come from the business and financial sectors; third, the attitude towards China is generally tough.
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
What does the nomination of Bessent by the USA Secretary of the Treasury mean for USA taxes and interest rates?
The reform of tax policies by Bencent may have to wait until the confirmation hearings for clarity, and his impact on the cost of consumer lending may be limited.
Options Daily Watch | Fearless of bearish attack! Tesla call options are actively traded; super micro computer has rebounded by over 100% from its low! Earn about 2 times with multiple call orders.
Major holder MSTR fell more than 4% overnight, with approximately 0.57 million options traded on the same day, with call options rising to 63%. Among them, the call order that expires on November 29 with a strike price of 1080 attracted fund speculation, accumulating a total of 0.0138 million contracts.