Trump 2.0 is coming on strong. Is the usa economy's "soft landing" in jeopardy?
Economists are concerned that if Trump fulfills his key campaign promises, inflation may spiral upwards, and economic growth may stagnate or slow down.
Did the Federal Reserve interrupt Trump's "spell casting" and is it a catalyst for a pullback in the US stock market?
Strategists say that stock market investors may be at the mercy of bond market fluctuations in the short term, especially when the yield on 10-year US bonds surpasses this level...
Will Trump's presidency lead to a resurgence of inflation in the USA? Charles Schwab: Investors should be wary of four major signs.
①Charles Schwab strategists predict that although overall inflation in the USA is cooling down, the downward path will be "volatile"; ②They point out that there are four major signs that may indicate intensifying inflationary pressures in the economy, and investors need to be cautious.
The second largest net inflow of capital since 2008! Investors go all in on US stocks
According to EPFR data, in the week up to last Wednesday, US stock etf and mutual funds attracted nearly 56 billion dollars in inflow, marking the second largest weekly inflow record since 2008. These funds have attracted inflow for seven consecutive months, marking the longest duration since 2021.
From "Trump frenzy" to concern: The prospect of a "soft landing" for the US economy is being threatened!
① Nobel laureate in economics Joseph Stiglitz indicated that the usa is experiencing a soft landing, but Trump's policies may end this situation; ② Goldman Sachs chief economist Jan Hatzius pointed out that broad imposition of high tariffs could severely impact economic growth; ③ Chief global economist Jennifer McKeown from Capital Economics acknowledged the upward risks of inflation.
Investors are betting on a rise in US stocks! Analysts warn: the market is dangerously optimistic.
The animal spirits of U.S. stock investors are exceptionally active, but analysts indicate that the "market has become very expensive."