Is it stable? The probability of the Federal Reserve lowering interest rates next month has reached 80%.
① Last night, the completely market-expected usa October CPI data did not cause much of a stir in the market; ② However, the data performance still boosted market confidence in the Fed's interest rate cut next month, and stimulated a rebound in short-term US government bonds.
Is it time to cool down the 'Trump trade'? Hedge fund big shots: US stocks won't skyrocket!
① Nielsen Peltz, the CEO of the hedge fund company Trian Partners and billionaire investor, is confident about the incoming Trump administration; however, he believes that the stock market rebound will not last. ② Peltz stated in an interview on Wednesday that investors are caught up in speculation and the market will gradually cool down.
The Republican Party won a majority of seats in the House, but the slim advantage brings challenges.
House Republicans are expected to win a majority of seats in the next Congress, giving them unified control that allows Trump to have more say in budget and tax battles. However, given that the Republican majority is expected to be narrow and internal consensus may be difficult to achieve, this could hinder their efforts to advance Trump's agenda.
Is the continued interest rate cut stable in December? Federal Reserve officials say inflation is moving in the right direction.
Minneapolis Fed President Kashkari expressed confidence in the inflation heading in the right direction just minutes after the CPI was released, stating that it will take six weeks to analyze the data. Dallas Fed President Kaplan said that more rate cuts may be needed in the future, but it is best to act cautiously, as there are risks of inflation due to demand and geopolitical factors. Comments suggest she prefers to slow down rate cuts sooner rather than later. St. Louis Fed President Bullard said that if inflation continues to decline, rate cuts should be gradual and monetary policy should remain 'slightly restrictive.' Kansas City Fed President George said it is uncertain how much the rate cuts will be in the future.
USA Stock Market Preview | All three equity index futures fell together, with the US October CPI released tonight.
On November 13th (Wednesday) pre-market trading, the three major US equity index futures all fell.
The election market takes a breather, will 're-inflation' take over? The next two major events may determine the trend of the US stock market.
As the first major post-election data in the USA, the US October CPI report, to be released at 21:30 on Wednesday evening Beijing time, is clearly expected to have a crucial impact on the future policy path of the Federal Reserve; In addition, Nvidia will release its third-quarter performance on November 20th Eastern Time, and the company is considered to be an absolute key factor affecting the overall future trend of US technology stocks and AI concepts.