usa's October PCE inflation slightly rebounded! But the market still expects the Fed to cut interest rates again in December.
The market expects the Federal Reserve to cut interest rates again in 2024. According to CME Group's Federal Reserve Watch tool, the market anticipates a 67% chance of a rate cut at the December meeting.
Trump's tariffs may choke off 400,000 jobs in the usa! Mexico issues another warning, vowing to retaliate.
① Mexican President Claudia Sheinbaum stated on Wednesday that if Trump implements his proposed comprehensive 25% tariff, Mexico will retaliate; ② The Mexican government warned that this move could lead to a loss of 0.4 million jobs in the usa and increase prices for usa consumers.
Bull market continues! Morgan Stanley looks at the US stock market in 2025: reaching 6,500 points by the end of next year, with high-quality cyclical stocks as the top choice.
Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.
In the era of Trump 2.0, a tough immigration policy is emerging! What impact will it have on the market?
After Trump took office, he sparked round after round of concept stock trading in the US stock market. In these Trump trades, there is a "niche track" - namely private prison operators benefiting from immigration policies.
J.P. Morgan "tears up the report"! Switching from bearish to bullish: expects the s&p 500 to rise to 6,500 points next year.
jpmorgan turns bullish on US stocks, expecting the s&p 500 index to rise in 2025.
The first challenge for the next USA Treasury Secretary, Basant, is how to renew the 6.7 trillion dollars in bonds that are due next year.
Bloomberg reporter Robert Burgess wrote on Wednesday that this will result in an exceptionally large amount of bonds maturing next year, which has now reached 6.74 trillion dollars, accounting for about one-quarter of the total 28 trillion dollars in circulating government debt in the usa, potentially causing sleepless nights for the next Treasury Secretary, Besant.