Is the Fed about to take major action? The market is betting on a 50 basis point rate cut, causing a frenzy in the technology and cryptocurrency markets!
This week, enthusiasm in the technology, cryptos, and junk bonds markets has once again heated up, boosting the confidence of fund managers, as they expect policymakers to potentially rare cut interest rates by half a percentage point.
Local Bonds To Tapper Down Ahead Of Fed's Rate Cut
On the eve of the September interest rate meeting, a report ignited expectations of a 50 basis point interest rate cut, causing stocks, gold, and bitcoin to all rise.
"New Federal Reserve Communications Agency" article stated that Federal Reserve officials are considering whether to cut 25 or 50 basis points. Futures linked to the Federal Reserve's policy rate indicate that traders on Friday expect the probability of a 50 basis point rate cut by the Federal Reserve to rise to 47%, with a close to 50/50 chance, while the probability estimated on Thursday was only 28%.
Expectations of interest rate cuts becoming a "reassurance pill"! Safe-haven funds are flowing into bonds and gold.
Global investors sold stock funds for the second consecutive week in the week ending September 11th.
Treasury Yields Drop as Traders Put Biggest Fed Rate Cut in 16 Years Back on the Table for Next Week
The suspense of the Fed interest rate cut will be revealed next week! The interest rate dot plot and the expected unemployment rate are eagerly awaited by everyone.
According to a survey of economists, the Fed is very likely to cut interest rates by 25 basis points at the next meeting and the following two meetings.
Others fear my greed! The emotional reversal suggests that September is the golden opportunity to lay out US stocks!
Analysts say that investors tend to be overly optimistic when the market is booming and overly pessimistic when the market is declining. This is why sentiment readings are considered to be contrarian indicators.
US stock preview | Earnings guidance exceeds expectations! Oracle continues to rise more than 6% pre-market; Is the US stock correction over? Deutsche Bank: Three major bullish factors may support new highs in US stocks.
The Q4 revenue outlook does not highlight the profitability improvement of AI, and Adobe's pre-market plunge exceeds 8%; Fitch: The Fed's rate cut should be gradual rather than hasty, and is expected to make a moderate 250 basis point rate cut over the next two years; Will the Fed's rate cut signal be sounded? Goldman Sachs executives highly recommend small-cap stock hunting.
Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
Will interest rates be cut by 50 basis points next week? Goldman Sachs poured cold water on it: 25 basis points are enough to combat recession, cutting too much will release negative sentiment.
Goldman Sachs believes that if the interest rate is cut by 50 basis points, it means that the Federal Reserve is more concerned about the economic slowdown and believes that a larger interest rate cut is needed to stimulate economic growth. A 25 basis points cut is more moderate, and a combination of fiscal and monetary policies with inflow of foreign funds can sustain economic growth and mitigate recession risks.
Interest rate cuts coinciding with the election, where will the exchange rates of the US dollar go? Here's how Wall Street fund managers see it.
The volatility of exchange rates is expected to increase before the end of the year, and some Wall Street fund managers have expressed their views on the US dollar in the coming months.
Investors are overlooking market risks, CIO warns: US debt and oil prices are potential hazards.
The chief investment officer warned that the market faces two major risks, but while paying attention to these challenges, he is also bullish on some stocks, calling them "alternatives to bonds".
2-year Treasury Yield Slides as Investors Assess Interest Rate Outlook
Has the pullback in the US stock market ended? Deutsche Bank raised its target price for the s&p 500: three major bullish factors support the US stock market to reach new highs.
Deutsche Bank has raised its year-end target for the S&P 500 index from 5500 points to 5750 points, citing increased stock buybacks, strong corporate earnings, and strong inflow of funds driven by strong risk preferences. According to Deutsche Bank analysts, the recent two-month period of volatile pullback in the US stock market is now basically over, and the US stock market will continue to rise in the future.
This week's bull stock in the US stock market | AI concept stocks rebounded strongly, helping the S&P and Nasdaq to rise for four consecutive days! Nvidia surged nearly 16% in four days, while Broadcom rose more than 20%.
This week, the US stock market quickly rebounded, with the S&P 500 and the Nasdaq rising for 4 consecutive days, led by Nvidia, the AI concept stock. Among them, the Dow Jones Industrial Average rose 1.86%, the S&P 500 Index rose 3.46%, and the Nasdaq, which is dominated by technology stocks, performed the best, soaring 5.27%.
Daily futures tracking | Chip stocks have rebounded over the past few days, Nvidia and Broadcom single trading are active; gold and silver spot has soared, and related ETF bullish options have earned nearly 20 times overnight
Are bears sniping at Intel? The bearish ratio rose to 72%, and put trading volume increased dramatically; Broadcom rose by 3.97% to lead the rise in star technology stocks, and earned 6 times the profit from a single call due in October.
Why are U.S. bonds so strong? There's too much money waiting to "buy the dip".
Due to the large amount of cash held off-exchange, people are worried that if they don't deposit the money into a fixed-rate account now, they will lose out on interest income in the future. Every time the interest rate rises, people flock to it.
The momentum of the "50 basis points theory" for the Fed's interest rate cuts is rising again, and the price of US bonds is rising accordingly.
Due to investors' increased assessment of the possibility of a 50 basis point rate cut by the Federal Reserve next week, the price of US Treasury bonds has risen, driven by short-term notes.
Goldman Sachs Asset Management: Bullish on commercial real estate debt, more favorable towards CMBS
Massive debt, financing crisis, and plunging property prices are casting a shadow over the commercial real estate market in the USA and posing a threat to investors and banks, but Goldman Sachs Asset Management remains bullish on the commercial real estate debt that others are concerned about.
Trump's remarks are shocking! Barclays Bank: Fear of damaging the profits of s&p 500 constituent stocks, we must be cautious of the full-scale outbreak of the 'trade war'.
Trump has proposed a universal tariff of 10% on imported products from all countries. Barclays Bank warns that this may impact the profits of Standard & Poor's 500 Index components, and warns of a potential full-scale trade war.