How does Wall Street predict the strongest global theme for the second half of the year, with expectations of a rate cut, election suspense, and the trend of US stocks?

As the global central bank interest rate cuts arrive, major events such as inflation rebound, the U.S. presidential election, and earnings season tests may all intensify volatility risks, but they also bring many opportunities for positioning.

Futu News20minutes ago

The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.

In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.

wallstreetcn20:23

Is The Market Open On July Fourth? Everything You Need To Know

As American families gather to celebrate Independence Day, many investors and traders are curious about the market schedule for the July Fourth holiday.Here's a concise guide to help you navigate the

Benzinga19:23

The minutes of the June meeting mentioned three times that the Fed really lacks confidence in rate cuts.

Some FOMC members pointed out that if the job vacancy rate drops to 4.5%, it may have already approached or exceeded certain thresholds, meaning that the future unemployment rate will rise more sharply. Most members believe that as the economy gradually cools down, the huge economic pressures faced by low-income households are a major concern for the Fed.

wallstreetcn18:58

Express News | Reminder: The US stock market will be closed on July 4th for Independence Day.

Breakings16:28

Is the Stock Market Closed on Thursday? Trading Details for July 4th

Seeking Alpha14:31