SPX241220P6295000
- 0.00
- 0.000.00%
S&P 500 Index Newsroom
Miran was nominated by Trump as the Chairman of the Council of Economic Advisers, supporting stronger control over the Federal Reserve and criticizing Yellen for manipulating U.S. debt.
Miran calls for comprehensive reform of the Federal Reserve to ensure greater political control over it. At the same time, he accuses Yellen of manipulating the USA government debt market, believing that the Biden administration has effectively implemented an 800 billion dollar quantitative easing.
What does it mean for the market if the Federal Reserve pauses interest rate cuts in January?
Citigroup's research found that during the Federal Reserve's pause in interest rate cuts, the U.S. stock market usually performs well, but the sustainability of the increase depends on whether economic weakness leads to a restart of policy easing.
Between Trump's Trade and Powell's panic, how should investors make their choice?
The formidable adversary of the Trump Trade has emerged: Powell's impact has been felt. After experiencing Powell's hawkish shift, the once-booming Trump Trade is showing signs of fatigue. Between the Trump Trade and Powell's panic, how should investors decide?
The impact of the Federal Reserve's hawkish interest rate cuts continues, and "higher for longer" has returned to investors' attention.
Federal Reserve officials now predict that the rate cuts in 2025 will be smaller. In the final trading days of this year, the Federal Reserve will re-adopt the "higher for longer" policy stance.
Is the strongest force in Silicon Valley coming together? Multiple "AI hotshots" may form an alliance to bid for Pentagon defense contracts.
① Silicon Valley technology companies are forming an alliance to bid for USA defense contracts, with Palantir and Anduril reportedly in talks with companies like SpaceX and OpenAI; ② The alliance aims to challenge traditional defense giants, claiming to sell advanced Weapons to the USA government in a more effective way; ③ Palantir and Anduril plan to announce details of the alliance next month.
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...
Which companies will be upended by the wave of AI? Investors claim it's still difficult to predict.
The disconnect between people's expectations of AI and the actual situation highlights the uncertainty of this technology and the difficulty in predicting how it will shape the market and the economy.
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.
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.
US Stocks Rally After Inflation Data, End Week Lower
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
Express News | The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%.
Trump has a new development! He nominates several diplomatic envoys, including the owner of the Houston Rockets on the list.
Trump has new developments!
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.
Musk causes a commotion at Capitol Hill, is a "Trump 2.0" prototype emerging?
Analysis suggests that Musk's recent act of detonating a political nuclear bomb may be a rehearsal for the Trump 2.0 era of Musk's action model, intended to exert pressure on Congress. However, some also say that the consensus at Mar-a-Lago is that Musk has proven to be an effective Weapon to pressure Congress and a scapegoat for any backlash.
Federal Reserve dovish officials: Inflation has decreased significantly, and a moderate interest rate cut is expected next year.
① The Chicago Federal Reserve Chairman Goolsbee stated on Friday that he slightly lowered his forecast for next year's interest rate cuts but still expects the Federal Reserve to moderately cut rates next year; ② As a dovish official, Goolsbee will replace Cleveland Federal Reserve President Harmack next year and become a new voting member of the Federal Open Market Committee (FOMC).
UBS Group: The outlook for the US stock market remains optimistic, with the S&P 500 Index potentially reaching 6,600 points by the end of next year.
Glory Exchange reported on December 21 that UBS Group stated in its Research Reports that in the context of a strong USA economy, optimism about AI, and future growth-promoting policies in the USA, the outlook for the USA stock market remains optimistic. We anticipate that the S&P 500 Index will reach 6,600 points by the end of 2025. Investors may consider using structured strategies to cope with volatility. We believe that Gold remains an effective tool for portfolio hedging in the context of geopolitical tensions.
Is the Federal Reserve turning hawkish? Morgan Stanley: I have seen this episode!
Morgan Stanley stated that the timing and magnitude of interest rate cuts depend on the implementation progress of the restrictive policies of the new Trump administration. However, the impact of these policies on economic activity may also be delayed. Therefore, while the Federal Reserve is currently hawkish, it may turn dovish later.
Why did the U.S. stock market rebound significantly? It comes from the key statements of this dovish Federal Reserve member.
Previously, he hinted that there might be a slowdown in the pace of interest rate cuts in 2024, which once sparked a reduction in market expectations for interest rate cuts next year. After seeing the latest inflation data, his recent remarks reaffirmed support for interest rate cuts, which undoubtedly provided a boost to the market.
Dominant market "narrative": Powell VS Trump.
After the Federal Reserve announced its interest rate decision, the U.S. stock market nearly erased all the gains since Election Day, reflecting a divergence in market narratives: last month's surging "Trump narrative" has cooled down, while the Federal Reserve's "hawkish" stance has shifted market focus back to inflation factors.