Is a rate cut causing trouble? This may be the "most painful" loosening cycle of the Federal Reserve in decades.

① Many homebuyers in the USA had hoped that the Federal Reserve could lower interest rates to make mortgage rates cheaper. However, so far, mortgage rates have significantly increased after the Federal Reserve's "three consecutive rate cuts"; ② In fact, in the eyes of some industry insiders, especially investors in the Bonds market, this may be the most "painful" period of the Federal Reserve's easing cycle in decades...

cls.cn32minutes ago

Institutions: How to expect a rate cut for various Assets?

After the hawkish interest rate cut, trade related to the interest rate cut became the dominant logic temporarily, leading to a breakout of US Treasury yields and the US dollar upwards, while US stocks and Gold experienced a significant decline. However, with the approach of January 20 when Trump takes office, the impact of his policies is bound to "make a comeback". Moreover, it is believed that the current hawkish stance of the Federal Reserve is not necessarily bad for the US economy and US stocks, and there is no need to swing from the extreme of a "large interest rate cut" in September to the other extreme of "unable to cut rates" now.

CICC Insight.08:07

Futu Morning Report | Is a sell-off signal emerging? Buffett takes the opportunity to "sweep up" Occidental Petroleum and two other companies; Tesla's latest announcement: the automated driving taxi Robotaxi is accelerating its advancement.

The "Three Witches" day caused huge fluctuations in the US stock market, as shorts covered their positions leading to a sharp rise during the day, but market volatility may continue into next week; several Federal Reserve officials supported a cautious approach to interest rate cuts next year, relying on data, while Powell's "dovish allies" rarely spoke in a hawkish tone.

Futu News08:02

What do new highs in U.S. Treasury bonds and new lows in Chinese bonds mean for Hong Kong stocks?

The combination of "new highs in US bonds and new lows in Chinese bonds" has a neutral or even somewhat negative impact on Hong Kong stocks, and historical experience often reflects this.

CICC strategyDec 22 18:11

Trump has a new development! He nominates several diplomatic envoys, including the owner of the Houston Rockets on the list.

Trump has new developments!

Brokerage ChinaDec 22 16:30

Weekly Preview | The market focuses on the National People's Congress Standing Committee meeting; due to the Christmas holiday, the Hong Kong Stock Exchange will be closed for two and a half days, and the U.S. stock market will be closed for one and a hal

The earnings report season for the US stock market has concluded. Due to the Christmas holiday, there will be no speeches from Federal Reserve officials this week, and the data released will be limited, but attention can be paid to the USA Consumer Confidence Index and initial unemployment claims; on Wednesday, Bank of Japan Governor Kazuo Ueda will deliver a speech regarding potential yen intervention measures.

Futu NewsDec 22 16:13