No Data
No Data
The USA's CPI cooling in February does not alleviate market anxiety! The valuations of technology giants are almost below the average level of the past 5 years. Should one continue to observe or buy the dip?
Investment banks like Wedbush have determined that the valuation contraction of U.S. stocks is heading towards an extreme in the short term, and the uncertainty of policies will trend towards stability in the coming months. Recently, this is a "Gold opportunity" to Buy Technology stocks.
Has the worst phase of the US stock market downturn passed? JPMorgan's latest report indicates that Bullish Signals have been observed.
① JPMorgan believes that the worst phase of the adjustment in the US stock market may have passed, as the credit market shows a low probability of economic recession in the USA; ② A strategist from JPMorgan pointed out that the recent decline in the US stock market is mainly driven by adjustments in Algo positions, rather than concerns about fundamentals or risk from fund managers; ③ JPMorgan predicts that mutual funds and retirement funds will rebalance bids at the end of the month or quarter, which may boost the US stock market.
Under multiple liquidity challenges, could there be another round of adjustments in the US stock market in Q2?
Micronomics believes that current fiscal measures in Europe are draining funds from the US stock market. Additionally, wage growth in Japan has reached a new high, increasing the likelihood of the Bank of Japan raising interest rates again within the year. With reduced liquidity support and the ONRRP 'safety net,' the debt ceiling combined with a peak in corporate debt maturities may pose challenges for US liquidity, fundamentals, and even the stock market in the second quarter.
Will the rebound of the US stock market be sustainable? Three major events in the coming weeks are worth paying attention to.
Another wave of selling may be coming soon.
Former USA Treasury Secretary Mnuchin: People are "overreacting" to the changes in Trump's policies.
Mnuchin refuted the viewpoint of another former USA Treasury Secretary, Summers, stating that there are no signs of an economic slowdown in the USA.
From debt, one can understand stocks! The CPI 'saving rain' may not be able to resolve the life-and-death crisis of the US stock market.
① For investors in the USA stock market, the significantly lower than expected USA CPI data on Wednesday is undoubtedly a "timely rain" that allows for a breather after the continuous market declines; ② however, judging from the entire day's fluctuations in the USA stock market and the performance of related markets, people may not be able to celebrate too early...