The Federal Reserve's meeting minutes suggest a pause in interest rate cuts, with "almost all" policymakers believing that Trump's policies may drive up inflation.
The "New Federal Reserve News Agency": The minutes suggest that Fed officials will temporarily keep interest rates unchanged, partly due to Trump's intention to impose tariffs, and they anticipate the risk of inflation being higher than expected.
XAI Officially Launches Standalone Grok App on iOS
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
The deep recession alert has been sounded! USA credit card debt unexpectedly plummets.
In November, USA consumer credit decreased significantly by 7.5 billion dollars, with unpaid credit card and other revolving debt balances plummeting by 13.8 billion dollars, marking the largest monthly drop since the economic shutdown triggered by the COVID-19 pandemic. Analysis suggests that whenever there is such a sharp decline in revolving credit, the USA economy is often on the brink of recession or already in recession.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
After Apple Halts 'Hardware' Subscription Plans, Samsung Unveils Similar Strategy For AI-Powered Galaxy Smartphones
Federal Reserve's Collins: The number of interest rate cuts in 2025 will be lower than previously expected.
Due to strong employment data and persistent inflation, Boston Federal Reserve President Collins is inclined to expect smaller rate cuts in 2025 than previously anticipated a few months ago.
The bond market is making a scene, and US stocks may be in for a tough time.
The stock market may once again shift to a "good news is bad news" pattern......
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Telsey Advisory Group Maintains Outperform on Costco Wholesale, Maintains $1100 Price Target
Costco Wholesale Analyst Ratings
US Stock Digging for Gold | Meta Makes Concessions Under EU Antitrust! eBay Soars Nearly 10% Overnight; Henry Hub Natural Gas Stocks Make a Comeback in the New Year! Stocks like EQT Corp Continue to Rise.
Milestone development! Streaming company Roku revealed that in the first week of 2025, it gained 90 million household users, and the stock price has risen over 11% within five trading days this year.
The US stock market is closed today, and US Treasury bonds closed early.
Glory Exchange, January 9 | In mourning for the late former President Carter, the US stock market will be closed for one day on January 9 (Thursday). The Equity Index Trading under CME will end early at 22:30 Beijing time; Interest rates and Shenzhen Agricultural Products Group futures trading will end early at 02:15 on the 10th; Treasury futures trading will end early at 03:30 on the 10th; Precious Metals, Energy, Forex, and Cryptos futures trading will proceed as usual, please be aware.
Fed Signals Delayed Rate Cuts as Inflation Concerns Linger, Goldman Sachs Says
Charlie Munger's Top Pick Costco Reports Strong December Sales: Analysts Expect A 7% Jump In January
Daily Options Tracking | Quantum Computing stocks RGTI and IONQ experienced massive fluctuations! The highest put option made a profit of 177 times; NVIDIA basically closed flat overnight, and Call options were again snatched up.
NVIDIA CEO Jensen Huang's remarks led to a significant pullback in Quantum Computing concept stocks, with a surge in Volume for RGTI and IONQ Options, and multiple put options making substantial profits.
SoftBank-backed Arm Holdings Eyes Oracle-backed Ampere Computing Acquisition - Report
The best Autos stocks of 2025: It's not just Tesla.
Investors in the Autos Industry are generally in a pessimistic mood, which is not surprising. However, there are still some Autos-related Stocks expected to perform well in 2025.
Jensen Huang Is 'Dead Wrong' About Quantum Computing, D-Wave CEO Fires Back At Nvidia Boss: 'Happy To Meet With Jensen Any Time, Any Place, To Help Fill In These Gaps'
Nvidia's CES Setback Mirrors 2007 iPhone Launch, Says Dan Ives: 'Jensen Plays Chess While Others Are Playing Checkers'