Will the US stock market hit a new high after the election? Goldman Sachs: FOMO mentality helps, S&P is expected to reach 6100 points by the end of the year.
Morgan Stanley's Chief US Stock Strategist Wilson predicts that the S&P will reach a highest of 6100 points by the end of this year, equivalent to a 6.5% increase compared to last Friday's close. At the same time, he warns that due to the lack of clear catalysts, the enthusiasm of the US stock market may fade as 2025 approaches. He believes that the most favorable outcome for the stock market is Trump's re-election and a divided Congress, as markets favor uncertainty.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
jpmorgan warns: if Trump wins on Wednesday, the Fed may pause the easing cycle as early as December.
Analyst David Kelly expects that the policies of the Trump administration will expand the fiscal deficit, leading to increased inflation, which may cause the Federal Reserve to pause rate cuts. If Harris wins, the Federal Reserve will maintain an accommodative stance.
US stock market morning session | The three major indices fell together, with Nvidia rising more than 1% against the market, surpassing Apple in market cap; "Trump trade" cools down, china concept stocks collectively rise.
On the evening of the 4th Beijing time, the US stock market opened basically flat on Monday. Investors are preparing for the highly anticipated US presidential election, and continue to follow this week's Federal Reserve monetary policy meeting and US stock earnings. Nvidia will replace Intel as a component stock of the Dow Jones Industrial Average.
US stock market outlook | Market suddenly reduces "Trump trade"! Polls show the outcome is unpredictable; Nvidia's pre-market rise nearly 2%, will replace Intel in the Dow Jones Industrial Average.
In pre-market trading on Monday, the three major futures indices showed mixed movements; popular China concept stocks generally rose in pre-market trading, with xpeng up nearly 6%; tesla's electric vehicle delivery volume in China in October decreased by 5.3% year-on-year and a significant 23% month-on-month drop.
Daily options tracking | Included in the Dow Jones component stocks! Nvidia rose 2% most profitable with call options doubling in a single day; "Audit Scandal" unfinished, super micro computer put options skyrocketing for consecutive days.
Amazon's performance surged by 6% after the earnings report, with large investors betting on selling put options and being bullish. The largest single transaction involved $2.7 million; China's large cap stock ETF experienced a sharp increase in implied volatility levels, as the market awaits the expected outcome.