Announcement in the middle of the night! Trump: After taking office, a comprehensive reform will be implemented, and there are no plans to replace Federal Reserve Chairman Powell.
Trump's recent statement has sparked attention.
Is this time really different? Another well-known "U.S. stock bear" has apologized.
Top Wall Street economist Rosenberg is no longer bearish on U.S. stocks, but he still expects a correction of 5-10%. Rosenberg stated that he previously underestimated ai, and the market currently has high expectations for AI; only when these high expectations are proven to be excessive will the stock market enter a bear market.
Traders hold their breath! This week's CPI will be key to the Fed's rate cut in December.
Last week's non-farm data may provide Federal Reserve officials with the space to cut interest rates again this month, unless this week's inflation report shows unexpected acceleration.
This week, the biggest variables in US stocks, bonds, and bitcoin.
Before the Federal Reserve's December meeting, there is a potential "black swan". On December 6, the US Bureau of Labor Statistics announced that the November non-farm data slightly exceeded expectations. Analysts believe that the current environment of low interest rates, declining inflation, and increasing corporate profits in the United States may continue to drive the US stock market up at the end of the year. However, investors still need to closely monitor the November CPI released this Wednesday, which could be a "black swan" event that disrupts market expectations for a Fed rate cut in December. Analysts say that if the CPI shows that US inflation has not risen significantly, then there is a high likelihood of a rate cut in December. However, derivative pricing shows
Will the U.S. stock market rise at least 5% next year? Wall Street's major firms have released their year-end forecasts: everyone is call!
Wall Street's outlook for the stock market in 2025.
Will the Federal Reserve continue to cut interest rates in December and January next year? No one can say for sure.
There are still two major obstacles on the Fed's path to lowering interest rates in December, and the former chief economist of the Trump administration has stated: the Fed has no reason to continue lowering rates now!
The last chance for "Trump 2.0": A new round of global interest rate cuts will hit this week!
① The major central banks, including the Reserve Bank of australia, Bank of Canada, Central Bank of Brazil, European Central Bank, Swiss franc National Bank, Danish National Bank, and Central Bank of Peru, are distributed across four continents globally, all of which will announce their final interest rate decisions of the year this week. ② Among them, many central banks may be planning to reach for the "rate cut button" again before Trump takes office...
Blackrock's strategists believe there is a chance for the usa to end its interest rate cut cycle next year, anticipating a continued strong performance of the us stock market.
Ben Powell, the chief investment strategist for the Middle East and Asia-Pacific at blackrock, expects that the usa may have the chance to end its interest rate cutting cycle next year, with the neutral interest rate only falling to 4%.
Express News | Citic sec: Maintains the previous determination that the Federal Reserve will lower interest rates by 25bps at the December monetary policy meeting.
Express News | China International Capital Corporation: The earnings growth rate of U.S. stocks may reach 10% by 2025.
Futu Morning Post | Senior officials at the Federal Reserve support cautious rate cuts! Hawks directors say inflation progress seems to have stalled; S&P, Nasdaq hit new highs again, AI application stocks collectively surged, and Tesla has risen more than
A conclusion! The final version of the NDAA from both chambers of Congress did not include the biosecurity bill; at the Tesla investor meeting: new models will be launched in the first half of 2025, with an annual sales growth target of 20-30%, computing power will significantly enhance FSD, and there are no competitors for autonomous driving in Europe and the US; included in the s&p 500 index! apollo global management and Workday surged collectively after hours.
Central bank super week, starting the "interest rate reduction competition"! Is a domestic reserve requirement ratio reduction expected?
This Thursday, four central banks will hold interest rate meetings, with the European Central Bank and the swiss franc central bank being the focus of market attention.
Stock Futures Are Little Changed After S&P 500 Posts Third-straight Winning Week
Super Micro Computer, Lululemon And Roku Are Among Top 11 Large Cap Gainers Last Week (Dec 2-Dec 6): Are The Others In Your Portfolio?
On the eve of the Federal Reserve's silent period before the interest rate meeting, several Federal Reserve officials have been speaking out intensively!
At a critical moment, the Federal Reserve released a pivotal signal.
Weekly Outlook | The usa CPI may shake up the federal reserve's interest rate cut expectations! Oracle and broadcom will announce their earnings, which will impact the subsequent trends of AI concept stocks?
Adobe, gamestop, costco, and others will announce their performance; the annual "frozen capital king" of Hong Kong stock IPO, Mao Ge Ping, will be listed on the Hong Kong Stock Exchange on Tuesday.
Institutions: Why does seemingly strong non-farm employment make interest rate cuts "more stable"?
Both stocks and bonds in the usa have risen, and there are three major "mysteries" behind this.
Bank of America Hartnett: The bubble in U.S. stocks and digital currency is intensifying.
Hartnett stated that the s&p 500 index and bitcoin have reached 6100 points and 100,000 dollars per ounce, respectively, indicating that a bubble has begun to form. If the s&p rises further to 6666 points (about a 10% increase from the current level), then the risk of an "overshoot" in the US stock market in early 2025 is very high.
Executive Reshuffles: INTC, ZS, ETSY and SEDG
Bill Gross: Stay cautious of Wall Street's exuberant sentiment, and tend to invest more in defensive assets.
Grosz stated that while following the market trend, he also remains vigilant about factors that may end this frenzy.