Annual Review | The strongest sector in US stocks for 2024 has been revealed! Technology stocks are leading the way, with the "new AI superstar" Applovin skyrocketing over 700%, and NVIDIA rising over 170% at one point becoming the top company by Market C
The three major U.S. stock indices have repeatedly set historical highs this year, with the Dow Jones Industrial Average once breaking the 45,000-point barrier, and the Nasdaq continually approaching the 20,000-point mark. Even more exciting is that the S&P 500 Index has successfully stood above 6,000 points, marking the 57th closing high of the year.
Major Wall Street firms collectively warn: investors' "frenzy" is waning, and the momentum of the U.S. stock market may slow down.
The famous short seller at Morgan Stanley stated, "The kind of fervent sentiment that helps people purchase U.S. stocks will face a reality check next year."
Still immersed in the celebration of the U.S. stock market? Economists are ringing the alarm: a tariff storm is quietly brewing.
The US stock market has continued to rise since the election, and the market has clearly welcomed Trump's victory, but if the president-elect of the USA follows through on his tariff threats, turmoil may follow.
Tonight! The last piece of potentially market-exploding data from the USA in 2024 is here.
① The USA's November CPI data, which will be released tonight at 21:30 Beijing time, can be metaphorically described as "the last heavyweight economic Indicator of the USA for 2024", which does not seem exaggerated. ② With the Federal Reserve's December monetary policy meeting scheduled for next week, tonight's CPI is expected to serve as an important basis for the Fed's critical decision on whether or not to cut interest rates...
The Bank of Japan's interest rate decision will be announced next week. Will global stock markets repeat 'Black Monday'?
The Bank of Japan will hold its last monetary policy meeting of the year next week.
U.S. Stock Market Insights | Tesla stabilizes at $400! Will it hit a historical high this week? Strong gaming performance + upward adjustment of annual revenue forecast! Sony's stock price reaches a two-year high.
The Industry's fundamentals have shown a strong recovery, American Airlines' stock price has skyrocketed over 60% since the low in August; insiders continue to increase their Shareholding in the company's Stocks! MSCI's stock price has reached an all-time high.
Daily Options Tracking | Google's quantum chip is extremely popular! A call option made a staggering 63 times profit; NVIDIA's stock price is sluggish, with implied volatility of options increasing for four consecutive days.
After the earnings report, C3.ai's stock price experienced significant fluctuations, briefly rising over 7% before turning negative. During the session, the Options Volume surged to nearly 0.4 million contracts, ranking eleventh on the list of individual stock options in the U.S. market, with a Call ratio of 72.4%.
Economists are ringing alarm bells: a tariff storm is quietly brewing.
The US stock market has continued to rise since the election, and the market has clearly welcomed Trump's victory, but if the president-elect of the USA follows through on his tariff threats, turmoil may follow.
Is The 26-Month Bull Market Over? Here Is What Carson Research's 50-Year Old Study Tells Us
Is the CPI data too variable? The Federal Reserve may implement a "hawkish interest rate cut" this month!
Federal Reserve observers indicate that the November CPI data is likely to present unexpected results, potentially leading to a deviation from the easing policy.
The CPI figure that will ignite the market tonight - Wall Street will closely monitor this level of inflation.
Tonight! The last piece of potentially market-moving data from the USA for 2024 is coming, and Wall Street is focusing on these readings...
Blackrock remains Bullish: As long as the Federal Reserve cuts interest rates, the stock market will be stimulated.
Although Cash remains an attractive safe-haven asset for investors, Blackrock has already seen some early signs...
Institutions forecast investment strategies for U.S. stocks in 2025: continue to allocate to leading Internet Plus-Related giants, while being bullish on areas such as advertising technology and CNI Xiangmi Lake Fintech Index.
Looking ahead to 2025, with macro resilience continuing and the sustained integration of GenAI technology, the performance cycle of the US Internet Plus-Related Sector is expected to continue, reflecting in online advertising, e-commerce, streaming media, local life, and CNI Xiangmi Lake Fintech Index.
Trump has made another latest 'commitment'! Nominating a candidate for FTC chairman, who once served as an antitrust litigation lawyer.
Trump stated in a post, "Any individual or company investing 1 billion dollars or more in the USA will receive comprehensive expedited approval and permits, including but not limited to all environmental approvals."
Why do some Analysts pour cold water on the "Trump 2.0" leading U.S. stocks to soar? Understand it in one article.
① After the USA election, the stock market continues to rise, but Analysts advise investors to remain cautious. ② BCA Research predicts that the USA stock market may enter a bear market in the first half of next year, with stock prices potentially dropping by as much as 35%.
Goldman Sachs predicts that the core CPI in the USA will increase by 0.28% month-on-month in November, which is below market expectations.
The USA Bureau of Labor Statistics will release the November CPI data on Wednesday, December 11. Goldman Sachs' Research Reports indicate that prices for used cars, airline tickets, and Autos are expected to continue rising in November. Looking ahead, Goldman Sachs expects inflation to further slow down over the next year, with monthly CPI inflation rates between 0.20% and 0.25% in the coming months, mainly influenced by Autos, housing rentals, and the rebalancing of the labor market, although upgraded tariff policies may have some offsetting effect.
CICC: The market may迎遇 a key policy window period for trade, gradually increasing the allocation of stocks.
China International Capital Corporation strategy: Since the end of September, policy expectations have dominated the market's main line. The central economic work conference is about to be held in December, and the market trade may welcome a key policy window period. It is recommended to maintain a balance between stocks and bonds, gradually increasing the allocation of Stocks.
Futu Morning Report | Focus on tonight's CPI report! It may become a key factor affecting next week's interest rate decision; Google surged more than 5%! Its quantum chip drove all Concept stocks to soar, with RGTI rising over 45%.
How much computing power does the agent need? Barclays: over 70% of total computing demand, with expenditures amounting to 300 billion; stock prices surged nearly 18%! Reports suggest that USA pharmacy giant Walgreens is in talks with private equity firms for a sale; Bitcoin briefly fell below 95,000 USD! Microsoft Shareholders voted against the Bitcoin investment proposal, stating that returns cannot be guaranteed.
US Stock Index Futures Drift Higher With CPI Data in Focus
Foreign media survey: 90% of economists predict that the Federal Reserve will announce a 25 basis point rate cut next week.
According to a survey by foreign media, 90% of economists predict that the Federal Reserve will announce a 25 basis point rate cut at the policy meeting on December 18, lowering the federal funds rate to 4.25%-4.50%.