Fed's most 'hawkish' official: Further rate cuts need to be cautious as progress in inflation decline has slowed down.
① Federal Reserve Governor Baumann called for a continued cautious approach to further interest rate cuts, as progress in reducing inflation has slowed and the job market remains strong; ② Within the Federal Open Market Committee (FOMC), Baumann is the most hawkish official.
Wells Fargo & Co calls for 2025: Trump's policies and strong economy may push s&p 500 above 6600 points.
wells fargo & co raised the s&p 500 target range to 6500-6700 points, expecting economic growth and Trump's policies to boost corporate profit growth.
Goldman Sachs outlook for the 2025 global mmf market: the era of a "stronger and longer-lasting dollar" has arrived, with non-us mmf facing "internal and external difficulties" under tariff pressure.
Goldman Sachs pointed out that by 2025, the dollar will be "stronger and more durable". The USA may implement a broader range of tariffs and fiscal policy adjustments in the future, which will further enhance the competitiveness of the dollar and suppress the performance of other "challenger" currencies. In addition, the bias in capital flows, as well as the resilience of the USA economy, have provided solid support for the dollar.
Daily options tracking | Bitcoin boosts MSTR to soar! Implied volatility level rises to the highest level of the year; Target's performance collapses, one put position earns 63 times the amount.
MARA surged nearly 14% overnight, options volume increased by 76.5% compared to the previous period, the call-to-rise ratio rose to 77%, extending the volatility to 147%; on the options chain, the bulls are the block orders in the market, with the highest volume of call options at a strike price of $22 expiring tomorrow, reaching 0.03 million contracts.
What signal? The cash-out speed of 'insiders' in the U.S. stock market sets a new record.
Insiders of publicly traded companies in the usa are cashing in on the stock market boom after the election. According to VerityData, in the fourth quarter, the ratio of insider sellers to buyers among companies in the s&p 500 index was 23.7 to 1, the highest level since the usa first mandated numerical disclosure of insider trading in 2004.
A single action can influence the whole body! The impact of nvidia on the US stock market is beyond imagination.
Nvidia's financial report shows approximately doubled year-on-year revenue and profit growth, but the revenue forecast for the fourth quarter did not meet the highest expectations of analysts, leading to a post-market drop of over 5% in stock price. Nvidia currently has a market cap of $3.6 trillion, accounting for 7% of the s&p 500 index weight, and its performance fluctuations significantly affect market sentiment. Nvidia's next generation Blackwell GPU has been fully put into production and is expected to be in short supply.