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After two weeks of wild buying, hedge funds have started shorting US stocks again
After buying US stocks for two consecutive weeks, the US stock market reached a record high, and smart money began selling again. According to Goldman Sachs's latest weekly report, in the past week, hedge funds sold US stocks, taking back 25% of recently established long positions, and the number of short sales was more than double that of purchases.
US stocks may face the most terrifying week of the year so far!
US stock earnings reports are coming this week, Friday's non-farm data may be distorted, creating a tense atmosphere for the US election.
Analysis of the 'Fed's Echo Chamber': The hidden dangers of new inflation after the election.
Trump may be heading into a new feud with the Federal Reserve, and any factor that reignites inflation could lead officials to slow down or even halt interest rate cuts.
Schroder Investment: Under the influence of multiple factors, the outlook for the stock market remains relatively constructive.
Schroder Investment believes that after recent market fluctuations, the future outlook of the stock market remains relatively constructive. Despite high valuations, strong earnings support, and the recent rate cuts should provide further support.
Behind the US election is a battle of billionaires, with massive donations potentially reshaping the course of the election!
①In the list of about 800 American billionaires compiled by Forbes, at least 144 people are using their wealth to fund the 2024 US election; ②As of mid-October, the two candidates' groups have raised over $3.8 billion, making it the largest fundraising amount before an election in history; ③About one-third of the funds raised by Trump come from billionaires, while only 6% of Harris's funds come from billionaires.
Goldman Sachs predicts that the future return on investment (roi) of US stocks will be as low as 3% over the next decade, a prediction that has been criticized by many Wall Street professionals.
At present, there is no reason to believe that, as time passes, the economy and the market will face insurmountable challenges. Long-term bargaining remains unbeatable, long-term investors can expect this trend to continue.