The first "non-farm payroll super week" of the New Year: Is Wall Street ready?
① Wall Street traders will focus on the first non-farm night of the new year, hoping that Friday's December non-farm report can show that the USA job market is stable without overheating, thereby supporting expectations for a rise in the stock market in 2025; ② In addition, the release of the Federal Reserve minutes and speeches from several Federal Reserve officials are also expected to attract attention this week.
The theory of American exceptionalism is expected to continue driving US stocks and the dollar in 2025.
Respondents believe that Trump's policies will drive economic growth in the USA, with the US stock market and the dollar being the biggest beneficiaries, but differing opinions highlight that Trump's established policies are expected to have a double-edged effect on the economy and the market.
Futu Morning Report | The "Spring Festival Gala of the Technology Industry" CES 2025 is coming this week! NVIDIA has become the market focus; big investment! Microsoft plans to invest 80 billion USD to build Datacenters.
CES will kick off from January 7 to 11 in the USA, Las Vegas. NVIDIA is expected to announce its latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card; in the Industry sector, AI and Autos are expected to continue thriving, while Siasun Robot&Automation, displays, and smart home appliances are also focal points of attention.
The US stock market starts off tumultuous in 2025. Will the "January effect" reappear?
A popular theory suggests that the USA stock market often sees higher gains in January compared to other months.
Institutions: Who will cool down the "epic rise" of the dollar?
How much longer can the dollar rise? Is Trump really "not worried"?
Two senior officials from the Federal Reserve emphasized that the battle against inflation has not yet been won.
Federal Reserve Governor Waller and San Francisco Fed President Daly stated that the 2% inflation target must be achieved, while also continuing to pay attention to the state of the labor market.
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A week ahead | Major economic data from China and the United States is coming one after another! The Federal Reserve's meeting minutes and strong non-farm payrolls are on the way; focusing on the 2025 CES Consumer Electronics Show, the U.S. stock market w
At the beginning of the New Year, the Hong Kong IPO market is thriving, with eight new stocks being offered across the year-end, including Bruker, Conch Materials, Saimo Technology, and Yibin Banks.
The "January effect" in the U.S. stock market: Truth or myth?
The data supports this strategy, but also indicates that its effectiveness has weakened in recent years. As for 2025, the driving factors behind last year's high returns in the U.S. stock market still exist, but there are also some concerns.
The first Federal Reserve official this year stated: it is difficult to determine the impact of Trump's policies, and MMF policy will depend on economic data.
Federal Reserve Board member Kugler stated, "There is a view that we can slow down and adopt a more gradual approach" while observing data to determine whether stubborn inflationary pressures will begin to ease again. She also mentioned that the current economic situation is good, and although the job market has cooled somewhat, it remains resilient with the unemployment rate at historically low levels.
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The Federal Reserve's voting members have undergone significant changes! Two "hawkish" voters, one "dovish" voter, and one Neutral voter have arrived. What impact will this have?
The Federal Reserve is about to undergo significant adjustments.
Will USA manufacturing "revive its glory" by 2025? Bank of America predicts that the US stock market will benefit from this.
① Ohsung Kwon, a securities strategist at Bank of America, expects that the U.S. manufacturing sector is likely to revive by 2025, boosting the overall U.S. stock market; ② Bank of America forecasts that the S&P 500 Index will close at 6666 points by the end of 2025, an increase of about 14% from the current level; ③ Trump's second term is expected to promote policies supporting manufacturing activities, potentially increasing the trend of companies returning.
What poses the biggest challenge to the US stock market bull run? Analyst: US Treasury yields still have room for further increases.
The Evercore ISI strategy team recently stated that the rise in U.S. Treasury yields poses the biggest challenge to the bull market in stocks.
Top 20 by transaction volume | Bitcoin returns to $98,000, MicroStrategy rises over 13%; NVIDIA closes up 4.45%.
On Friday, the U.S. stock with the highest trading volume was Tesla, which closed up 8.22% with a transaction value of 37.896 billion US dollars; Palantir ranked 9th, closing up 6.25% with a transaction value of 4.908 billion US dollars; Cerence, an Auto AI technology company, ranked 14th, closing up 143.76% with a transaction value of 2.549 billion US dollars.
U.S. stock market closing | The Nasdaq stops its five-day decline, gaining nearly 1.8%; Tesla rises over 8%, Cerence, a NVIDIA Concept stock, surges over 140%.
AI and Nuclear Power Concept stocks are shining, Super Micro Computer rose nearly 11%, NVIDIA concept stock Cerence increased by nearly 144%, and Oklo, in which Altman holds shares, rose nearly 25%. Bitcoin surged past 0.098 million USD.
IShares Russell 2000 ETF Options Spot-On: On January 3rd, 1.32 Million Contracts Were Traded, With 10.1 Million Open Interest
On January 3rd ET, $iShares Russell 2000 ETF(IWM.US)$ had active options trading, with a total trading volume of 1.32 million options for the day, of which put options accounted for 56.31% of the
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