US stock market outlook | Cryptocurrency concept stocks surge across the board before market open, with MSTR and MARA up more than 11%; pdd holdings falls more than 9% before market open, Q3 revenue disappoints expectations
Performance exceeds expectations, Snowflake soared more than 23% in pre-market trading; pdd holdings fell more than 9% before the market, Q3 revenue fell short of expectations; Another company got rich because of holding bitcoin! Semler Scientific rose more than 24% in pre-market trading.
USA's initial jobless claims unexpectedly declined last week! A sign of rebound for November's non-farm data?
Economists estimate that the non-farm payrolls in November will increase by at least 0.1 million people...
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday as Snowflake Stimulates Lagging Market
Goldman Sachs outlook on the U.S. economy under Trump 2.0: the trend of slowing inflation remains unchanged, the variable lies in tariffs
Despite Trump's sweeping policy adjustments, goldman sachs expects that this will not fundamentally impact the overall economy or mmf policy in the usa. It is anticipated that by the end of 2025, the core PCE inflation rate, excluding tariff effects, will drop to 2.1%, with an annual GDP growth rate of 2.5%, which is higher than the market consensus expectations.
The 2024 usa presidential election year, the US stock market is smooth sailing!
This year's USA election did not become a headwind for the s&p 500 index, but instead helped it outperform previous election years. As the year-end approaches, will there be any unexpected events in the US stock market?
Express News | Morgan Stanley CEO: Optimistic about the US stock market, expects the s&p 500 to continue rising.
The "bond guardian" is poised and ready! Shorting U.S. stocks will be the next stop for the "Trump trade"?
If Trump acts according to his previous promises, the next target of the "Trump trade" may be to short the stocks that have risen strongly so far.
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.
Survey: Nine out of ten economists still expect the Federal Reserve to cut interest rates next month, but the pace of rate cuts will slow down next year.
A recent survey released by industry media this week shows that most economists still expect the Federal Reserve to cut interest rates for the third consecutive meeting next month; however, due to the risks of rising inflation posed by the policy guidelines suggested by the elected US president Trump, economists' expectations for the interest rate cut magnitude in 2025 have noticeably decreased compared to a month ago.
Top economists: The risk of conflict between Trump and the Federal Reserve is "very high."
Former Chief Economist of the International Monetary Fund said that if the Federal Reserve does what it must do, it will hinder Trump from getting what he wants.
The global market is starting to foot the bill for Trump.
Those who invested in Trump politically are now able to publicly enjoy the fruits of victory.
European Central Bank warns of bubble risk in "Big Seven" US stocks, severe decline may affect global markets.
The European Central Bank warns investors to be vigilant against potential ai "price bubbles".
Musk revealed the work plan of the "Government Efficiency Department": large-scale layoffs and reduction of administrative management!
① Musk and Ramaswamy proposed three major reform plans for the 'Department of Government Efficiency' (DOGE), including deregulation, reducing administrative management, and saving costs; ② DOGE also plans to target 'unauthorized' federal funds, affecting various aspects from medical care to NASA.
Will Trump's immigration policy backfire?
Source: Barron Chinese Author: Hannah Irene Lang The opposite effect. Trump's proposed tariff policy has been considered to push up prices, economists warn that his second signature policy - the plan to expel millions of illegal immigrants from the United States - may also push up prices. Economists believe that a massive immigration expulsion plan will disrupt industries that rely on immigrant labor, including agriculture and construction, causing problems such as labor shortages and production slowdowns, and ultimately leading to food, housing, and other goods becoming more expensive. Neil, Chief Economist at Capital Economics
Bullish for risk assets! PIMCO: The usa stock and bond markets are re-establishing negative correlation.
①The sharp rise in US bond yields over the past few weeks, is it bullish or bearish for risk assets such as the stock market? ②Global asset management giant Pacific Investment Management Company (PIMCO) now tends to be the former...
Federal Reserve's Collins: The economy is stable but requires further easing, and a rate cut in December may be expected.
Collins stated that further slowing in economic recruitment is undesirable, and there is still a possibility of interest rate cuts in December, but the specific decision must be based on subsequent data.