A sneak peek at the four key points of the Federal Reserve meeting minutes.
On Wednesday, November 27th, Peking time, the Federal Reserve will release the minutes of the November mmf policy meeting, with market attention focused on inflation data, policy stance, economic outlook, and other contents in the minutes.
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Options Hot Review | Cryptos Concept Stocks Rally! MARA options call rate exceeds 70%; super micro computer rebounds nearly 80% within the week! call orders are being eagerly snapped up.
After nvidia released its financial report, there was a top reversal, while the call ratio for options remains above 60%; microstrategy was hit by short sellers! The implied volatility level rose to 100%.
How high can the s&p 500 soar? Wall Street predicts amazing returns in 2025.
When the valuation is high, the usual market consensus is that the future target of the s&p 500 index should be lower - but this time the situation is different, why exactly?
Stock Markets Test Resistance Levels
How does Bescent reform the usa's finances?
On the morning of November 23rd peking time, Donald Trump finally nominated Scott Bessent as the Secretary of the Treasury, which may affect aspects such as tax cuts, trade, investment, regulation, and fiscal spending in the Trump 2.0 era. How will Bessent reorganize the federal government's finances and international balance of payments? Can he achieve the 3% deficit target (by 2028)?
Is inflation 'looming everywhere'? Gold, oil, and stock markets are showing warning signals simultaneously.
Analysts say that the signals from the financial markets are mixed, and it is premature to infer "significant inflation increase" based solely on the potential impact of Trump's tariff policy.
Breaking through 36 trillion USD! After more than three months, the size of US government debt has once again reached a historic high.
1. The latest data released by the usa Treasury Department shows that as of last Friday, the scale of usa national debt has surpassed 36 trillion dollars, marking the first time in history it has crossed this level; 2. It took just over three months for the usa debt to increase from 35 trillion dollars to the current 36 trillion dollars, clearly indicating an acceleration in the growth rate.
US' Bessent: Policy Priority Will Be to Deliver on Trump's Various Tax-cut Pledges
"Treasury Secretary nominee" Yellen made her first statement: Policy focus will be on delivering tax cuts promise.
Bessent also stated that the focus will be on advancing tariff policies and reducing expenses while "maintaining the US dollar's position as the global reserve currency".
Does Trump also have "weaknesses"? U.S. stocks may be an important constraint factor!
If Trump ultimately hopes to see the U.S. stock market rise during his presidency, his campaign promises of massive tariffs and deporting immigrants may need to be toned down.
Federal Reserve officials discuss 'AI regulation': Don't act hastily!
① Federal Reserve Board member Bauman acknowledges the risks of ai, but warns that excessive regulation may limit technological development, distort competitive landscape. ② She points out that ai can improve efficiency, combat fraud, expand crediting in the financial sector, and may improve the quality of economic data, affecting monetary policy.
gtja: Multiple factors driving the strengthening of the US dollar, US stocks regain upward momentum.
The USA can gradually reduce the fiscal deficit by improving government and economic efficiency, thereby supporting the strong position of the US dollar.
How "Trump 2.0" governs will depend entirely on how the U.S. stock market performs? Understand in one article.
①Trump will start his second term from January next year, and the market's response to his economic agenda is complex; ②Analysts say that the US stock market may be an important means to check Trump, and he may remain vigilant against negative market reactions.
From supporting Mans to stopping Pompeo, what makes this time more impactful is Trump's eldest son: Donald Trump Jr.!
Now, Little Donald has more influence than Secretary of State Marco Rubio.
Before Thanksgiving, the usa market will face two major tests: key inflation indicators and the Federal Reserve's November minutes.
① With Thanksgiving approaching, this week the american financial market is set to have a short trade week: the US stock market and US bonds will be closed all day on Thursday; on Friday, they will close early. ② However, from the news perspective, this short trade week may still not be calm: the minutes from the Federal Reserve's November meeting and the Federal Reserve's most favored inflation indicator, the PCE price index, will be released on local time on Tuesday and Wednesday.
Interpretation of the new usa Treasury Secretary Besant: Supports the shadow Federal Reserve Chair, which may lead to a weak dollar...
Trump's choice for Secretary of the Treasury is highly anticipated for his stance on the Federal Reserve, tariffs, the US dollar policy, and other aspects.
Futu Morning News | Official announcement! Trump nominates Benset to serve as usa Secretary of the Treasury; Goldman Sachs is bullish on US stocks: the s&p 500 will rise to 7000 points.
Goldman Sachs 2025 csi commodity equity index outlook: Long gold is the "Top Trade", oil & gas prices may see a "temporary uptrend"; USA PMI in November hit the fastest level since April 2022, factories increase purchases of imported inputs; USA election settled, consumer confidence lower than expected, long-term inflation expectations breaking through the range top.
Stocks Poised to Extend Gains -- Barrons.com