The era of Trump 2.0 has officially begun! A review of the key points from the inaugural speech.
Donald Trump will be sworn in as President of the USA for the second time, with the oath of office scheduled for 1:00 AM Beijing time.
Futu Morning Report | Trump has officially taken office! The dollar has fallen sharply, while US stock index futures and Chinese assets have risen across the board; Goldman Sachs and JPMorgan are optimistic about the market outlook.
Trump announced a series of executive orders, including the removal of electric vehicle incentives to save the traditional auto industry in the USA; Trump expressed the hope to visit China within 100 days of taking office, to which the Ministry of Foreign Affairs responded; NVIDIA CEO Jensen Huang was absent from Trump's inauguration ceremony and stated in China that he intends to continue cooperating with China.
The Trump couple's meme coin has faced criticism, with several cryptocurrency executives warning that it could harm the Industry's reputation.
The meme coin craze of the Trump couple sweeps across the crypto space, but it has triggered dissatisfaction among several executives in the Cryptos Industry, who are concerned that this move may damage the credibility of Cryptos. They originally hoped that the new Republican government would take the digital Assets sector seriously, focusing on measures to promote Industry development rather than two new meme coins. After Trump took office, as of the time of writing, the Market Cap of TRUMP coin rose to 15 billion dollars before falling to around 9 billion dollars, with over a 40% drop from its peak, while Melania meme coin fell nearly 60%. Bitcoin slid back after hitting a historical high on Monday.
How will the U.S. stock market, Gold, Crude Oil Product, and the U.S. dollar move in the first hundred days of Trump 2.0?
Certain asset classes like Gold may be able to replicate the performance of Donald Trump 1.0 during the first 100 days in the short term, but there are many differences worth noting...
Goldman Sachs warns: the market may have misjudged the Federal Reserve!
The chief economist at Goldman Sachs stated that the key issue of monetary policy is how strong Trump's tariffs are. While a significant interest rate cut by the FOMC is unlikely to occur, it is by no means out of reach.
The A50 and Hong Kong US stock Equity Index have skyrocketed! The offshore yuan has surpassed the 7.3 mark, and it is reported that Trump will not immediately impose new tariffs.
U.S. media has released news, the market is relieved, the USD plunged, and non-USD currencies are celebrating together......
Express News | U.S. media: Trump plans to release a memorandum related to trade policies but will not impose new tariffs on his first day in office.
What exactly does Trump want to do? The Federal Reserve is also quite troubled!
As Federal Reserve officials rarely achieve their dual mandate, the aggressive Trump will complicate their work.
The first speech of Trump's second term has arrived, and Wall Street will closely watch three major events!
Although the inauguration is not the place for the new president to showcase detailed policies, "the market will pay for what it sees."
Daily Options Tracking | Acquisition rumors resurge! Intel rises over 9%, with two Call orders making ten times profit; MSTR Options trading is booming, with the Call ratio skyrocketing to 71%.
Rumors of acquisition have resurfaced, and Intel rose over 9% last Friday. The Options Volume surged to 0.973 million contracts, nearly tripling from the previous day, with a Call percentage of 73.7% and an implied volatility level of 77.3%.
Morgan Stanley's Wilson: Interest rates and the dollar remain the biggest driving forces behind U.S. stocks.
Wilson stated that the strengthening of the dollar has a significant impact on individual stocks, and companies with lower overseas sales exposure and lower sensitivity to the strengthening dollar have started to outperform. The 10-year U.S. Treasury yield range of 4.00%-4.50% is the most comfortable range for U.S. stocks, and once the yield falls to this range, the stock market will rebound significantly.
The Stock Rally Is Back on Track. Memories of 2022 Linger. -- WSJ
Bank of America: Trump's Trade will protect the US stock market from a sharp decline but will not lead to significant increases.
Bank of America strategists indicated that as investors focus on Trump's protectionist economic agenda and proposals to lower corporate taxes, his return to the White House could protect the U.S. stock market from massive sell-offs.
On the first day of his presidency, Trump may sign over 100 executive orders, which will shake up the financial markets.
① On the day Trump takes office, USA policy will undergo a major transformation, which may have widespread and profound effects on subsequent financial markets; ② The outside world expects him to sign at least 100 executive orders involving multiple areas of market concern.
Is "Tariff 2.0" from Trump approaching? Wall Street: The risks have decreased, no need to worry too much!
① The president-elect of the USA will take the oath of office on January 20, and his tariff policy is receiving much attention; ② Analysts at Goldman Sachs believe the White House will avoid the economic costs and political risks associated with widespread tariffs, while Bank of America also believes that companies have learned lessons from the previous trade war, and the risks have decreased.
The era of "Trump 2.0" has begun! The fervent Trade faces a significant test; what will happen to the U.S. stock market, the dollar, and Bitcoin?
With Trump's return to the White House on January 20, these Trades are facing challenges.
Futu Morning News | The leaders of China and the United States spoke on the phone! Call bets on China Assets have surged again; Trump is about to officially take office and will revoke all of Biden's executive orders.
The USA FTC approved Chevron's acquisition of Hess Corp for 53 billion dollars; the Federal Trade Commission of the USA expressed antitrust concerns regarding Microsoft and OpenAI's partnership; TikTok has resumed its services in the USA.
One week before Trump's inauguration, Global Assets are celebrating wildly! Stock markets in China, the US, and Europe are all rising, and Bitcoin is nearing its historical high.
U.S. stocks achieved their best weekly performance since November, European stocks recorded a fourth consecutive rise, Hong Kong stocks posted their best performance in three months, the Csi 300 Index rose nearly 3% for the week, and Bitcoin surged 14% to exceed 0.105 million USD.
Transaction Amount TOP 20 | Rumored to be an acquisition target! Intel's stock price surged over 9%.
On Friday, the stock market's top trading volume was NVIDIA, rising 3.06%, with a transaction of 40.922 billion dollars; the second was NVIDIA, rising 3.12%, with a transaction of 27.646 billion dollars; the third was Apple, rising 0.75%, with a transaction of 15.784 billion dollars.
U.S. stock market close | On the eve of Trump's inauguration, U.S. stocks rallied collectively! Tesla and NVIDIA rose over 3%, China Concept Stocks surged altogether, and JD.com skyrocketed over 10%.
The Nasdaq 100 rose by 2% at its peak, the chip index increased by nearly 3%, NVIDIA rose by over 3%, Tesla at one point rose by over 6%, while Novo-Nordisk A/S fell by over 5%. The Chinese concept index gained over 4% before closing with a gain of more than 3%, and JD.com rose by over 10%.