Powell: The economy is stronger than expected, the Federal Reserve can be "a bit more cautious" about cutting interest rates, and the Trump administration cannot set up a shadow Federal Reserve chair.
Powell stated that economic growth is stronger than expected at the time of the Federal Reserve's first rate cut in September, and there is no reason not to remain strong. Inflation has slightly increased, so the Fed can be more cautious regarding rate cuts while searching for a neutral interest rate level. There are no concerns about losing the Fed's independence, and there is confidence in maintaining good relations with the Trump administration. It is currently too early to determine the impact of Trump's tariffs and other policies on the economy and interest rate outlook.
The annual "big reshuffling" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?
This year's potential high-flying stocks like palantir, MSTR and more are expected to be included.
Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Thursday Ahead of Anticipated Jobs Reports
U.S. Stock Market Outlook | Cryptos concept stocks are celebrating! MSTR pre-market trading surges over 8%; Blackrock recommends further shareholding in U.S. stocks.
Taiwan Semiconductor is preparing to start producing Blackwell chips in Arizona early next year; xAI reportedly ordered $1.08 billion nvidia AI servers.
Survey: After Trump's victory, the optimism among executives of usa companies has significantly increased.
① Two surveys show that after Donald Trump won the presidential election, USA business executives' optimism about the economy and their own Business prospects significantly increased; ② Trump promised during his campaign to lower corporate taxes and reduce regulation, while threatening to impose tariffs on USA trading partners, a policy that could trigger inflation.
The "Trump trade" is on the rise! Will it stir up another wave before the inauguration day in January?
Since Trump announced his victory on November 6, the assets related to the "Trump trade" have experienced a significant increase.
BlackRock Sees 'Exceptionalism' Powering US Stocks Higher in 2025
U.S. Stock Market Rally to Continue in Final Weeks of 2024, Goldman Strategist Says
Buckle up! The non-farm payroll data will be released tomorrow night, and goldman sachs has already prepared six scenarios in advance.
Goldman Sachs believes that the non-farm payroll report to be released this Friday is almost certainly an event that will affect the market direction, and investors can trade based on the possible different outcomes.
Powell 'repeats the old tune', while Woller has a 'clear attitude', understanding the attitudes of various Fed officials towards the rate cut in December.
Powell stated that the USA economy is currently in a good state, and it is expected that the FOMC will gradually lower interest rates to a neutral level; Bullard bluntly said, 'inclined to support rate cuts at the December meeting.' San Francisco Fed President Daly and Fed Governor Kuggel also stated that there is uncertainty in rate cuts.
Every options tracking | The next AI 'unicorn' ? Marvell Technology soared by 23%, end of day call orders made a profit of 14 times overnight; Nvidia options call ratio rose to 70.4%, market focuses on the next generation Blackwell.
The "large holder" microstrategy rose 8.72% yesterday, with two overnight options l over 50 million dollars, and another two call options l over 10 million dollars appearing.
Will the liquidity of the USA stock market plummet, causing a possible crazy trend in the market?
The daily trading volume of the s&p 500 index etf has fallen to its lowest level since 2007, and the futures trading volume has dropped to its lowest level in three years.
In the midst of bullish sentiments, Moody's "pours cold water": two major risks loom, and the US stock market may face a significant correction next year!
① Moody's chief economist Mark Zandi warned that due to high asset prices and two major risks facing the market in the coming year, the U.S. stock market could experience a significant correction; ② He pointed out that two of Trump's policies could pose serious risks to the U.S. stock market, namely the tariff policy and immigration policy.
Goldman: December 25bp Rate Cut Expected, but Easing May Slow Sooner
"First borders, then energy, and finally taxes," there is intense debate within the Republican Party over the "two-step" plan.
There are significant differences among House Republicans regarding the "two-step plan"; however, due to the narrow majority that the Republicans hold in the House, and the possibility that some Republican members may leave the House, any internal disagreement within the Republican party could hinder the smooth passage of the budget reconciliation bill.
After Trump's election victory, optimism among usa executives has soared.
A survey shows that after Trump won the usa presidential election, American corporate executives' views on the economy and their own business prospects have become significantly more optimistic.
s&p 500 hits a new high for the 55th time this year! Everything seems to be going well for the US stock market before the year-end.
Since the beginning of this year, the US stock market has set 55 new all-time highs. Experts at Goldman Sachs believe that the 56th is not far away, as the end of the year sees record inflows into the market, retail investors are returning after Thanksgiving break, coupled with strong demand for share buybacks by US companies and low market volatility, the US stock market will continue to rise.
Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
Powell's miscellaneous talk: There will be no "shadow Fed", bitcoin's competitor is gold.
①Federal Reserve Chairman Powell shared his personal career experience on Wednesday and expressed his views on issues such as the new Trump administration, the US economy, and bitcoin; ② Powell emphasized that the independence of the Federal Reserve is protected by law and stated that Trump's envisioned "Shadow Federal Reserve" is not possible.