Can the US stock market rise again before the end of the year? Bank of America: It depends on the upcoming November CPI.
① The bank of america report indicates that the CPI data for November, set to be published on Wednesday, will have an impact on the usa stock market beyond investors' expectations. ② The latest inflation data will affect the Federal Reserve's interest rate decision, and weak data may clear the way for a year-end rebound in the usa stock market.
Citi's outlook for 2025: The S&P 500 could reach a maximum of 6900, and the Federal Reserve's interest rate cut cycle will not be interrupted.
Although Citibank strategists are also bullish on the US stock market, they are concerned about the high valuation starting point.
Daily Options Tracking | NVIDIA is under antitrust investigation, large investors hedge against a decline with $60 million; Chinese concept stocks options trading surges! Multiple call options for Alibaba profit 7 times.
Palantir fell more than 5% overnight, with an intraday fluctuation of up to 10%. The Options Chain Volume and implied volatility both increased, and the Call ratio slightly decreased to 56%. On the Options Chain, the highest trading volume of call options expiring this Friday with a strike price of $80 approached 0.055 million contracts.
US stock digging for gold | Apple stocks hit a new high! Total market value reached 3.73 trillion USD; Morgan Stanley suddenly turned Call, and "USA forum" Reddit has cumulatively increased by over 390% since its listing.
Apple's stock rose by 1.61%, reaching a new all-time high, reclaiming the title of the largest company by Market Cap globally; "Reddit" rose by 2.71%, closing at $167.17. Since the stock debuted on the US stock market at $34 per share in March, it has increased by more than 390%.
2025 Investment Indicator: Why have mid-cap stocks become potential new stars?
Amid the high valuations of large-cap stocks and the high risks of small-cap stocks, mid-cap stocks are showing unique appeal.
How expensive are U.S. stocks exactly.
UBS Group believes that the valuation of the US stock market is indeed somewhat high, but not excessively so. There are four major supporting factors behind this: stock market valuations tend to rise during non-recession periods, the proportion of technology companies in the US stock market has increased significantly, the improvement of companies' cash flow, and the current decrease in capital costs.
Institutions warn: U.S. stocks may enter a bear market in the first half of next year!
Analysts warn that these three growing trends pose a significant threat to the bull market in the U.S. stock market over the past two years...
Are U.S. stock valuations excessively high and at risk of plummeting? The ubs group presents four major reasons to prove that current prices are very reasonable!
① UBS Group believes that the high valuation of US stocks is reasonable and may continue to rise next year; ② The dominance of technology stocks, improvement in cash flow, and lower discount rates explain the reasons for the high valuation of US stocks.
The latest report from the New York Federal Reserve: usa consumers expect inflation to be higher in the coming years!
Consumers in the usa are optimistic about the future of the usa economy, but they are also preparing for higher inflation levels.
China International Capital Corporation: Non-farm data supports the Federal Reserve to continue lowering interest rates.
Overall, the labor market is still in a state of "employment growth momentum weakening, but the job market itself is not weak," which will provide a reason for the Federal Reserve to lower interest rates again in December.
Morgan Stanley platform! The market is betting again: The Federal Reserve will cut interest rates in December and January of next year.
Morgan Stanley's recognition is further driving the market's bets on the Federal Reserve's easing.
When the US stock market has a fondness for Trump, the US debt has fallen in love with Bensent...
① The usa national debt market, which has reached a scale of 28 trillion dollars, seems to be becoming increasingly "politicized"; ② If the continuous record highs of the us stock market after the usa elections indicate that the bull market is "fond of" Trump, then the current bond market seems to have "fallen in love with" Bessent.
Citi has revised its forecast for the Federal Reserve to cut interest rates by 25 basis points this month.
Citigroup, the only firm on Wall Street to predict that the Federal Reserve would cut interest rates by 50 basis points this month, has now adjusted its forecast to a 25 basis point cut.
Futu Morning Post | “Moderate Easing” Attracts China Stock Exchange Group Carnival! Are Hong Kong stocks on the rise again today? The market is increasing expectations that the Federal Reserve will cut interest rates in December, and Damo expects another
c3.ai's stock surged by 17% after hours, with performance greatly exceeding expectations; Xiaomi launched a new payment SUV, officially announcing that the YU7 will be released next summer, and overnight ADR rose nearly 9%.
Express News | China International Capital Corporation: November non-farm data supports the Federal Reserve's continued interest rate cuts.
U.S. stocks closed down, all three major indices fell, while the china index surged over 8%; chinese assets celebrated collectively, with YINN rising nearly 24%, bilibili increasing over 21%, and Xiaopeng and NIO both up over 12%.
On Monday Eastern Time, Wall Street's main stock indices collectively closed lower, dragged down by the decline in the share price of nvidia, the leader in ai; china concept stocks collectively soared, with bilibili up over 21% and Xiaopeng autos up over 13%.
U.S. stocks closed lower: all three major indexes fell, Chinese concept stocks celebrated all night, and the Golden Dragon Index surged by 8.5%.
① The nasdaq china golden dragon index rose by 8.54%, while the ftse china 3x long etf (YINN) increased by 23.78%; ② OpenAI officially launched the AI video generation model Sora; ③ A man involved in the murder case of the insurance giant's CEO in New York was arrested in Pennsylvania; ④ mondelez international is reportedly exploring the acquisition of the usa chocolate producer hershey.
IShares Russell 2000 ETF Options Spot-On: On December 9th, 1.38 Million Contracts Were Traded, With 12.44 Million Open Interest
On December 9th ET, $iShares Russell 2000 ETF(IWM.US)$ had active options trading, with a total trading volume of 1.38 million options for the day, of which put options accounted for 53.48% of the
U.S. Stocks Slip Ahead of Inflation Data -- Market Talk
Forex Today: Investors Will Closely Follow the RBA Ahead of US CPI