Musk causes a commotion at Capitol Hill, is a "Trump 2.0" prototype emerging?

Analysis suggests that Musk's recent act of detonating a political nuclear bomb may be a rehearsal for the Trump 2.0 era of Musk's action model, intended to exert pressure on Congress. However, some also say that the consensus at Mar-a-Lago is that Musk has proven to be an effective Weapon to pressure Congress and a scapegoat for any backlash.

wallstreetcn12:21

Federal Reserve dovish officials: Inflation has decreased significantly, and a moderate interest rate cut is expected next year.

① The Chicago Federal Reserve Chairman Goolsbee stated on Friday that he slightly lowered his forecast for next year's interest rate cuts but still expects the Federal Reserve to moderately cut rates next year; ② As a dovish official, Goolsbee will replace Cleveland Federal Reserve President Harmack next year and become a new voting member of the Federal Open Market Committee (FOMC).

cls.cn03:08

UBS Group: The outlook for the US stock market remains optimistic, with the S&P 500 Index potentially reaching 6,600 points by the end of next year.

Glory Exchange reported on December 21 that UBS Group stated in its Research Reports that in the context of a strong USA economy, optimism about AI, and future growth-promoting policies in the USA, the outlook for the USA stock market remains optimistic. We anticipate that the S&P 500 Index will reach 6,600 points by the end of 2025. Investors may consider using structured strategies to cope with volatility. We believe that Gold remains an effective tool for portfolio hedging in the context of geopolitical tensions.

Gelonghui FinanceDec 21 23:01

Is the Federal Reserve turning hawkish? Morgan Stanley: I have seen this episode!

Morgan Stanley stated that the timing and magnitude of interest rate cuts depend on the implementation progress of the restrictive policies of the new Trump administration. However, the impact of these policies on economic activity may also be delayed. Therefore, while the Federal Reserve is currently hawkish, it may turn dovish later.

wallstreetcnDec 21 17:41

Why did the U.S. stock market rebound significantly? It comes from the key statements of this dovish Federal Reserve member.

Previously, he hinted that there might be a slowdown in the pace of interest rate cuts in 2024, which once sparked a reduction in market expectations for interest rate cuts next year. After seeing the latest inflation data, his recent remarks reaffirmed support for interest rate cuts, which undoubtedly provided a boost to the market.

wallstreetcnDec 21 15:40

Dominant market "narrative": Powell VS Trump.

After the Federal Reserve announced its interest rate decision, the U.S. stock market nearly erased all the gains since Election Day, reflecting a divergence in market narratives: last month's surging "Trump narrative" has cooled down, while the Federal Reserve's "hawkish" stance has shifted market focus back to inflation factors.

wallstreetcnDec 21 14:27