The US non-farm kicks off December trade, will the US stock market's 'feast' continue to party?
On Friday, the US Bureau of Labor Statistics will release the employment report for November. The latest data on job vacancies, private sector wage growth, as well as data on service and manufacturing activities, will also be released throughout this week.
Will Trump 2.0 exacerbate the level of the stock market bubble in the US?
The new term of the Trump administration is about to come on strong, with its top priorities including large-scale expulsion of illegal immigrants and threats of triggering a global trade war. Conflicts in Europe and the Middle East are still ongoing.
Futu Morning Post | S&P hits historic new highs again! It is challenging the strongest annual increase after the millennium; American drone small cap stocks ride on the 'Donald Trump concept', soaring more than 9 times in November.
To add fuel to the December actions, the Governor of the Bank of Japan mentioned that the wage trend is key to raising interest rates; The hottest asset after the US election: the US bitcoin ETF single-month net capital inflow hits a record; It is said that Meta is planning to build a global underwater communication network, with a total investment amount possibly exceeding $10 billion.
From the "Reagan Big Cycle" to the "Trump Big Cycle": the unchanging and the changing.
Ping An Securities believes that looking ahead to Trump's second term, inflation risks may lead to higher U.S. bond yields and increased volatility in U.S. stocks, while escalating trade protectionism may strengthen the dollar in the short term. The forces of "de-dollarization" are more likely to support gold prices in the medium term.
Elon Musk increases lawsuit against OpenAI: requests the court to prohibit its transformation into a for-profit company.
Musk applied for a preliminary injunction in federal court to stop OpenAI from shifting towards profit-making and to prevent it from restricting investors from funding competitors like xAI.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 66.0%.
SA Asks: Which Retail Stocks Will Win or Lose This Holiday Season?
Fidelity Marks up Value of Its Stake in Elon Musk's X by 32%: Report
Can the US Share Market Keep Delivering? Spotlight on the 'Magnificent Seven'
Profit Outlook Contradicts Estimates for Rate Cuts: Societe Generale
Features Delay In iOS 19, Tim Cook's Trump Strategy, And Airpods Pro 2's Hearing Aid Feature: This Week In Appleverse
One week outlook | Powell and a group of Fed officials will speak intensively; Non-farm payrolls are coming! Will it reshape the market's rate cut expectations?
November's key employment data in the USA, as well as the ISM manufacturing and service activity surveys, will be closely watched as an economic indicator for the USA; ECB President Lagarde's recent statements may signal the pace of future interest rate cuts.
U.S. stocks have risen over 20% for two consecutive years, and Trump is "adding fuel to the fire," causing Wall Street to worry: everyone is bullish!
The s&p 500 index has continuously set new highs, with small cap stocks soaring. Analysts believe there are already signs showing that extreme call sentiment is emerging in the market. At the same time, the rising uncertainty about how Trump's plans will impact economic growth, inflation, and the central bank's interest rate path has also increased risks.
After Trump's victory, what changes have the fortunes of billionaires undergone?
Elon Musk's position as the global richest person has been further solidified, while the wealth of other billionaires and entrepreneurs has declined.
The usa's Black Friday consumer performance was mediocre, but online shopping set a new record.
Data shows that this year, the consumer spending on Black Friday in USA retail stores only increased by 0.7%. In contrast, e-commerce sales in USA increased significantly by 14.6%, indicating that American consumers who pursue value for money are more inclined to shop online. At the same time, siasun robot&automation chatbots have driven a sharp increase in traffic to retail websites, with a 9% higher conversion rate for digital retailers using siasun robot&automation compared to those that do not use AI.
Weekend reading | Google, with a market capitalization of 2 trillion dollars, stands strong.
Under the impact of ChatGPT, and against the backdrop of a series of antitrust lawsuits, how is the current situation of Google company?
taiwan semiconductor founder revealed: 11 years ago, Huang Renxun was invited to be the company's CEO.
① TSMC founder Morris Chang revealed in the second volume of his autobiography that he invited nvidia CEO Jensen Huang to become TSMC's CEO twice in 2013, but the invitations were politely declined. ② Chang stated that Huang was one of the ideal candidates at the time due to his personality, professional background, and knowledge of semiconductors. ③ Huang mentioned that he already had a job, and Chang appreciated his honesty, leading both companies to maintain a strong partnership.
Weekend Read | Can 'thoughts' control machinery arms? Musk's latest brain-machine experiment exposed
Perhaps in the near future, brain-computer interfaces paired with humanoid robots will gradually become a reality.
Elon Musk Files Injunction to Stop OpenAI's Conversion to For-profit Structure
Black Friday Spending Hits $10.8B, Keeping up the Holiday Season's Record-setting Pace