US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
The Fed's rate cut expectations have cooled significantly! Retail data in the USA shows growth exceeding expectations, with "re-inflation" gradually coming into view.
After upward revision of the unadjusted retail sales in September to a month-on-month growth of 0.8%, the October data showed a month-on-month increase of 0.4%, exceeding the general expectations of economists.
Wall Street tycoons warn: Powell cannot solve the problem of stagflation!
Prominent economist criticized Powell's political cowardice and stated that maintaining independence does not mean keeping silent.
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Friday After Fed Chair Powell Says No Hurry to Cut Interest Rates
Fundamental improvement + bullish Trump policies, american airlines stocks rebound strongly! united airlines most powerful tripled in three months
The ticket booking volume and number of passengers in the aviation industry in the USA and globally are steadily increasing, which will continue to drive a strong recovery in the aviation industry; After Trump took office at the White House, the regulatory environment for the aviation industry is expected to be more relaxed, airline alliances are expected to return, and mergers and acquisitions between them will also become easier.
Interest rate cut expectations "cooled off"? "Terrifying data" slightly exceeded expectations, traders reduced rate cut bets.
In October, retail sales in the usa exceeded expectations, and the recently strong performing usd briefly surged, while traders reduced bets on a Federal Reserve rate cut in 2025...
"Wall Street's top guy" denied! Trump: There is no seat left for Jamie Dimon in the new government.
Demon responded that he hasn't had a boss for 25 years and is not ready to join the government. The Trump team is narrowing the candidates for Treasury Secretary and is expected to make a decision as early as this week.
Express News | US October Retail Sales MoM +0.4% Vs +0.3% Forecast, Prior +0.8%
Traders, don't panic! The tariff issue will actually not impact the Federal Reserve.
Castle Securities believes that the Federal Reserve's policy is different from the short-term tariff effects and is more likely to overlook the impact of tariffs.
This Johnson & Johnson Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
USD: Moderately Hawkish Remarks by Powell – ING
RFK and the 'MAHA Trade': Vaccine Makers Down, Psychedelic Shares up
Daily options tracking | Electric car companies are about to face a "storm?" Large options trades still bet on Tesla's rise; the audit turmoil continues! Super micro computer put trade surges.
Disney's performance exceeded expectations, with strong growth in its streaming business, surging over 6% overnight. Call options saw a rush in buying, accounting for 70% of the trading volume, with the 115-dollar strike price call options expiring today being the most traded, totaling over 0.0261 million contracts.
US Stocks Have Already Returned a Third of Post-election Gains
Decision analysis: Market enthusiasm is dwindling! China's rare bullish signals are hard to save the situation, and the dollar remains strong as Powell shows his hawkish stance.
On Friday (November 15), the asia stock market seems to be ending the week's dismal performance with a more stable trend. At the same time, the dollar is approaching a one-year high, likely to welcome a huge weekly gain. The Federal Reserve chairman's hawkish shift pushed up short-term usa treasury yields, causing wall street and europe stock market futures to decline.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
With the election risks dissipated, investors are frantically scooping up risk assets! Is there now no obstacle to the rise of the U.S. stock market?
Options investors are flocking into the US stock market to bet heavily on higher-risk stocks, which has supported the rising trend of US stocks against the backdrop of fading concerns over the election and the expectation that the Republicans will securely hold power in Congress next year.
International Think Tank Warning: "Trump 2.0" will boost the US dollar, causing global market turmoil!
① Researchers at the Chatham House claim that Trump's policies could lead to a rise in the dollar, triggering chaos in global markets; ② The researcher warned that a rising dollar is bad news for the global economy, potentially suppressing global trade and increasing the difficulty of controlling inflation.
Be cautious! A new wave of inflation may be on the way.
Greenlight Capital's President David Einhorn expressed that the election results are good for avoiding the political stability issues he was worried about not long ago. However, in terms of the economy, he expects that Trump's second term policies will bring about higher inflation, thus leading to a bigger problem.
Is the feast of the US stock market coming to an end? US economists warn: the three major upward drivers are losing momentum.
The main driving force behind the continued rise in US stocks is nearing exhaustion, indicating that the future return on investment in US stocks will decrease significantly - this is the view of the well-known American economist David Rosenberg. Rosenberg pays special attention to factors such as recent valuations, interest rates, and room for tax cuts, believing that the 'momentum driving the rise in US stocks is almost gone.'