How does Wall Street predict the strongest global theme for the second half of the year, with expectations of a rate cut, election suspense, and the trend of US stocks?

As the global central bank interest rate cuts arrive, major events such as inflation rebound, the U.S. presidential election, and earnings season tests may all intensify volatility risks, but they also bring many opportunities for positioning.

Futu NewsJul 4 21:05

The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.

In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.

wallstreetcnJul 4 20:23

Futu Morning Post | Interest rate cut expectations heat up, S&P and Nasdaq hit new highs again; "Congress Mountain Female Stock God" Pelosi strikes again! Betting on Broadcom and Nvidia.

Fed minutes: Waiting for more information to gain confidence in rate cuts, with the majority of officials believing that the economy is gradually cooling; U.S. June ISM services unexpectedly fell sharply below expectations, with the rate of contraction the fastest in four years.

Futu NewsJul 4 08:10

Direxion Daily Semiconductor Bull 3x Shares ETF Options Spot-On: On July 3rd, 100.73K Contracts Were Traded, With 558.13K Open Interest

On July 3rd ET, $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$ had active options trading, with a total trading volume of 100.73K options for the day, of which put options accounted for 39

Futu NewsJul 4 04:30

Are there risks of the US stock market returning to the 1930s?

Richard Bernstein believes that although the current US stock market appears to be full of bubbles and rises highly concentrated in large cap stocks, considering that current corporate profits are accelerating and the banking system is performing well, it is unlikely to trigger another economic crisis.

wallstreetcnJul 3 22:18

US stocks rose slightly in early trading, with the three major indexes up. Tesla rose by nearly 4%, and the second-generation humanoid robot Optimus will make its debut for the first time. US stocks will close early today and will be closed tomorrow.

The US stock market opened mostly flat on Wednesday, with the S&P 500 index closing above 5,500 points for the first time in the previous trading day. The private sector employment in the US increased by only 150,000 in June according to ADP report, lower than expected and indicating a gradual cooling of labor demand. The US stock market will close early today and the trading volume is expected to be light.

環球市場播報Jul 3 22:08