Tonight at 23:00, focus on the inflation indicators that the Federal Reserve "loves" the most, will the rate cut in December be "suspended"?
The PCE in October may show a rebound in inflation, analysts warn to be cautious of potential data illusions. The Federal Reserve may skip one rate cut in December or January, will gold face a major setback?
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Beware of inflation rising again! Goldman Sachs 2025 Outlook: US stocks are too expensive and underallocated, gold remains the best hedge option.
Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.
Bull market continues! Morgan Stanley looks at the US stock market in 2025: reaching 6,500 points by the end of next year, with high-quality cyclical stocks as the top choice.
Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.
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The usa 'Black Friday' is here! How should investors position themselves for the usa stock market? These companies are expected to become 'big winners'.
Truist data shows that over the past decade, the performance of the retail trade during 'Black Friday' has typically outperformed the S&P 500 index.
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Will the USA inflation face a rebound at the end of the year, can the Federal Reserve sit still?
The Federal Reserve faces more "bumps" in its struggle to bring the inflation rate down to the 2% target, which could inadvertently disturb expectations for interest rate cuts.
Workday Analyst Ratings
Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
How are two Chinese e-commerce platforms competing to be the top player in the usa during Black Friday?
① Temu and Shein invested heavily in online marketing during the traditional Western shopping season of "Black Friday," intensifying market competition; ② Sales for Temu and Shein in the first half of November grew by 18% and 16% respectively, successfully squeezing the market share of traditional retailers such as amazon; ③ Experts point out that retailers relying on search advertising have to rethink their strategies to survive.