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.
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%.
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.
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
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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.
TikTok is getting closer to the deadline of "no sale, no ban" in the usa. What will be the next steps?
1. The United States Federal Court of Appeals rejected TikTok's legal challenge, upheld the 'sell or ban' law, ruling that the law did not violate the constitution; 2. TikTok and its parent company ByteDance may appeal to the Supreme Court next; 3. Another uncertain factor going forward is President-elect Donald Trump, who may urge Congress to repeal the law or promote TikTok's acquisition trade.
Many high-ranking officials of the Federal Reserve support cautious rate cuts, with hawkish board members saying that inflation progress seems to have stalled.
Several senior officials of the Federal Reserve have indicated a tendency towards cautious interest rate cuts. Federal Reserve hawkish official, Governor Bauman, stated that inflation seems to have stagnated, still considering inflation more worrisome than the labor market. Next year's voting committee member and Chicago Fed President Goolsbee stated hopes that by the end of next year, the Fed could be close to the "endpoint" of interest rate policy. Cleveland Fed President mentioned nearing or reaching the point of slowing interest rate cuts. San Francisco Fed President emphasized the need for cautious decision-making in the face of uncertainty, advocating for a gradual approach to interest rate policy actions.
Goldman Sachs warns! Unprecedented phenomenon in the US derivatives market.
The demand for leverage in US stocks is soaring, while the cost of portfolio protection is at a historically low level that is difficult to come by in a generation.
Could Trump pose a risk to the financial system? U.S. Treasury Secretary Yellen warns of this possibility.
① The USA Treasury Secretary Yellen expressed concerns that President Trump may once again weaken the Financial Stability Oversight Council (FSOC); ② she criticized Trump for having weakened the council during his first term, while in contrast, the Biden administration has reinvested to strengthen its functions; ③ Recently, FSOC warned in its annual report that commercial real estate, private crediting, and cryptos pose potential risks to the USA financial system.
Next week's adjustment of the Nasdaq Composite Index constituents is attracting attention: popular stocks like palantir, MSTR, and Coinbase may be included.
Unlike the s&p 500 index, which uses multidimensional evaluation criteria such as market cap, profitability, and industry classification, the constituents of the Nasdaq index are primarily adjusted based on market cap performance.