Don't mind the US election! Bank of America: The election results have little to no impact on US stocks.
①Bank of America's report stated that the outcome of the November US presidential election is unlikely to have any impact on the stock market; ②Bank of America strategist Sablamanixia expressed that in fact, the US stock market rarely cares about which party will control the White House. Instead, investors' focus should be entirely on corporate profit growth.
The U.S. stock market style is currently undergoing a "big to small" transition! Morgan Stanley focuses on these small cap stocks
Morgan Stanley recently listed the small cap stocks in the US stock market preferred by the institutions.
The Federal Reserve can refrain from cutting interest rates next month! Wall Street asset management giant lists the top ten economic tailwinds.
①With the continuous large increase in US Treasury yields, there has been a growing call in the market for the Fed to slow down the pace of interest rate cuts, or even pause the cuts; ②Torsten Slok, Chief Economist of Wall Street asset management giant Apollo Management, recently joined this group...
Buy ahead of time in 2016? Benefiting from the 'Trump trade,' assets are outpacing the market, but this time 'it's somewhat different.'
Republican presidential candidate Trump's polls are reversing, and the 'winning odds' are gradually increasing. A Merrill Lynch strategist pointed out that investors seem to be rushing to allocate to symbols that performed well after Trump's victory in 2016. What inspiration does this have for investment?
Express News | Goldman Sachs: The Fed is likely to cut interest rates by 25 basis points in both November and December.
Is this really a rate cut cycle? US Treasury yields plunge overnight, institutions expect yields to return to 5%!
①It may be hard to imagine, but even today, Wall Street institutions still expect the yield on the 10-year US Treasury bonds to return above the 5% mark next year; ②As the call for gradual rate cuts from Federal Reserve officials grows louder, prices of various US Treasury bonds plummeted across the board on Monday, with the medium to long end of the yield curve showing exaggerated double-digit single-day basis point increases...
As the usa election approaches, traders have finally made a decision: bullish on the US dollar.
Traders have made the largest adjustment to their US dollar positions in the past three years...
What the market is worried about now is: not buying enough US stocks before the end of the year.
In November, market risk events are gathering, with investors hedging risks while worrying about missing the opportunity to buy the dip. Over the past week, traders have bought over 0.1 million units of S&P ETF call options for December, with each contract priced more than 5% above market premium. Analysis suggests that, based on statistics, when the market is overly hedged, the performance is usually good, with the median stock market gain exceeding 13% one year later.
Express News | The probability of Trump winning on Polymarket has risen to 64.5%, leading Harris by nearly 30 percentage points.
Goldman Sachs: There is about a 72% probability that the s&p 500 index will underperform US Treasury bonds.
Goldman Sachs' strategist from the renowned Wall Street investment bank stated that the annualized nominal return rate of the S&P 500 index for the next ten years is expected to be only 3%. In comparison, the annualized nominal return rate for the past 10 years reached as high as 13%, while the long-term average level is 11%.
Futu Morning Post | Record again! Nvidia's strong rise of over 4% hits a new high, market cap approaching Apple; bullish sentiment surging! Hedge funds panic-buying US stocks.
Multiple Fed officials have spoken out in support of gradual interest rate cuts, leading to a sharp drop in long-term US Treasury bonds; Latest polls: Trump and Harris are neck and neck in 7 key battleground states; Qualcomm has released a new version of its smart phone chip, shifting towards self-research.
US Stock Market Pulls Back From Record Highs
Federal Reserve's Daly Sees No Cause to Pause Rate Cuts
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
Top 20 Turnover | nvidia rose more than 4% to hit a record high, with a market cap exceeding $3.5 trillion.
Tesla, ranked second in trading volume on Monday in the US stock market, fell by 0.84%, with a turnover of $10.317 billion; Coinbase, ranked 12th, fell by 2.95%, with a turnover of $2.697 billion; Boeing, ranked 14th, rose by 3.11%, with a turnover of $2.132 billion.
Fed's Schmid: There's Been a Normalization, Not a Deteriation, of the Labor Market
IWM ETF Declines 1.6%
IShares Russell 2000 ETF Options Spot-On: On October 21st, 1.29 Million Contracts Were Traded, With 12.58 Million Open Interest
On October 21st ET, $iShares Russell 2000 ETF(IWM.US)$ had active options trading, with a total trading volume of 1.29 million options for the day, of which put options accounted for 60.46% of the
Looking At Fluor's Recent Unusual Options Activity
Top Small-cap Stock Picks From Morgan Stanley Following the Group's Upgrade to Neutral