Under multiple liquidity challenges, could there be another round of adjustments in the US stock market in Q2?

Micronomics believes that current fiscal measures in Europe are draining funds from the US stock market. Additionally, wage growth in Japan has reached a new high, increasing the likelihood of the Bank of Japan raising interest rates again within the year. With reduced liquidity support and the ONRRP 'safety net,' the debt ceiling combined with a peak in corporate debt maturities may pose challenges for US liquidity, fundamentals, and even the stock market in the second quarter.

Chuan Read Global Macroeconomics14:41

Former USA Treasury Secretary Mnuchin: People are "overreacting" to the changes in Trump's policies.

Mnuchin refuted the viewpoint of another former USA Treasury Secretary, Summers, stating that there are no signs of an economic slowdown in the USA.

Golden10 Data10:04

From debt, one can understand stocks! The CPI 'saving rain' may not be able to resolve the life-and-death crisis of the US stock market.

① For investors in the USA stock market, the significantly lower than expected USA CPI data on Wednesday is undoubtedly a "timely rain" that allows for a breather after the continuous market declines; ② however, judging from the entire day's fluctuations in the USA stock market and the performance of related markets, people may not be able to celebrate too early...

cls.cn09:15

The giants of hedge funds in the USA have encountered a series of failures! Brevan Howard has already lost 5% this year, a rare occurrence in history.

Since Howard co-founded Brevan Howard in 2003, the flagship Fund has only experienced a loss exceeding 5% in one year. Since Trump was elected President of the USA last November, geopolitical turmoil and volatility in the Global market have significantly increased, and the performance of the fundamental long-short Fund has recently recorded its largest decline since May 2022.

wallstreetcn09:05

U.S. Shares Sell-Off Has Some Starting to See Returning Value -- Market Talk

WSJ08:36

Futu Morning Report | USA CPI eases inflation concerns! Technology stocks support the rebound of the US stock market; northern capital is sweeping up purchases crazily! The net inflow amount this year has increased by more than four times year-on-year.

The "Trump haze" looms over Wall Street! Another major bank lowers the Target Price for the S&P 500; rising more than 10% in after-hours trading! Intel appoints industry veteran Chen Liwu as the new CEO.

Futu News08:13