U.S. stocks in the early market | The three major indexes showed mixed results, with the Nasdaq rising slightly, most AI concept stocks increasing, palantir up over 5%, and super micro computer up over 8%.
peking time on the evening of the 3rd, the US stock market opened with mixed gains and losses on Tuesday. US stock trade enters the end of the year, with both the s&p 500 index and the Nasdaq hitting record highs yesterday. This week, the market is focusing on the US November non-farm employment data and the Federal Reserve's interest rate path issue.
Will the Federal Reserve lower rates in December? This week's non-farm data is crucial.
Citi stated that Friday's non-farm payroll report will be crucial for the Federal Reserve's recent policies and future direction. If employment data is strong and inflation strengthens in November, the Federal Reserve may pause interest rate hikes at the December FOMC meeting; conversely, there is a possibility of a 50 basis point rate cut. Citi analyst Andrew Hollenhorst mentioned in a report on December 2 that, according to Powell's latest views, the usa labor market has not stabilized and is still softening. This indicates that the current policy rate is restrictive and the labor market will not be a source of inflationary pressure. This is in contrast to the current market sentiment.
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US stock market outlook | Can it rise 4% more this year? JPMorgan expects the S&P index to reach a maximum of 6,300 points by the end of the year; the donald trump concept is back again! PSQ Holdings surged by 130% in pre-market trading.
Tesla's year-end target is approaching, with a further decline in deliveries in China; Has the US stock market rally peaked? The 'fear indicator' suggests there is still room for growth; Renowned valuation experts recommend buying the 'magnificent 7' technology giants during market adjustments.
US Stock Gold Mining | Black Friday trade continues to explode! Demand for upgrades stimulates apple to regain the global market cap top spot; retail stocks walmart and costco reach new highs collectively.
The 'audit scandal' ends? Super Micro Computer soared nearly 29% overnight! After external review found no improper behavior, the company replaced its CFO; Advertising agencies The Trade Desk may merge with streaming platform Roku, with the former's stock price reaching a new high, while the latter surged 11% in one day.
Is the US stock market's upward trend over? The "fear indicator": it can still rise!
Analysts indicate that multiple indicators are closely aligned with the situation in the 2016 election year, and the overall tendency of signals still favors the bulls.
Daily options tracking | china asset etf call options are being heavily bought; super micro computer stock price skyrocketed, with call orders making a profit of 4 times.
Apple rose nearly 1% yesterday, with its stock price surpassing its historical high, reclaiming the top position in global market cap, as a major investor bought 4,000 call options expiring on September 19, 2025, involving an investment of 4.38 million dollars.
Does the Stock Market Have a Valuation Problem?
"Super strong bull market" Cannot be replicated? Professor at Wharton School of Business: US stocks expected to be lukewarm next year, bullish on small cap stocks!
① Jeremy Siegel, a finance professor at the Wharton School, predicts that the s&p 500 index next year will have a return on investment in the range of 0 to 10%, with the return on technology stocks possibly remaining flat; ② Siegel believes that technology stocks, including amazon, nvidia, and Meta, which have been driving the rise of US stocks in the past two years, are starting to lag behind.
Top economists: Next year, the "big hot" in the US stock market will change! Is the high-return gold period over?
Wharton School professors said, "Perhaps this time, we will see the hot stocks that have performed exceptionally well in the past two years relatively weak."
Is the usa experiencing a "CEO layoff trend"? The number of CEOs leaving this year has reached a record high.
①Last Sunday and Monday Eastern Time, both intel and Stellantis' CEOs announced their resignations, highlighting a wide trend in the entire business sector in the usa - the "layoff tide" of CEOs.②The number of CEO resignations in the usa has reached a record high this year, with more than 1800 CEOs announcing their resignations as of October, indicating an increased risk appetite and a desire for leaders to address the complex business environment and turn the company's situation around.
Wall Street's 'bullish army' is growing stronger! Wells Fargo & Co: US stocks will lead the global market next year.
Wells Fargo & Co expects the s&p 500 index to reach 6,600 points by the end of next year, and advises investors to ignore short-term fluctuations and buy on dips.
A once-in-a-century event! U.S. stocks are expected to rise more than 20% for two consecutive years, and Wall Street is betting on new highs by the end of the year.
① On Monday this week, the s&p 500 index set a new record, and Wall Street investment banks predict that U.S. stocks will continue to rise by the end of the year; ② If the s&p 500 index continues to rise this month, it will have increased more than 20% for two consecutive years, a scenario that has only occurred three times in the past century.
Technology remains the preferred sector! Ubs group outlook on US stocks in 2025: these four sectors are most likely to rise
① Analysts at ubs group suggest that investors allocate to technology, finance, industry, and utility stocks; ② Analysts indicate that technology remains the preferred sector, with expected gains next year likely to exceed large cap.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.
Express News | What path will the Federal Reserve take in December? Multiple decision-makers have expressed their views.
Trading Volume TOP20 | Tesla, ranked 1st, rose by over 3%, accumulating nearly 43% since November; super micro computer, ranked 3rd, surged more than 28%, with no improper behavior found in the review results.
On Monday, the top trading volume in the US stock market was Tesla, which rose by 3.46% with a trading volume of 27.591 billion dollars. The second was nvidia, which increased by 0.27% with a trading volume of 23.781 billion dollars. The third was super micro computer, which surged by 28.68% with a trading volume of 10.574 billion dollars.
Fed officials "signal": Powell tends to cut interest rates in December, but warns that the anti-inflation process may "stall".
Federal Reserve Governor Waller stated that he is currently inclined to continue lowering interest rates in December, but would consider pausing if inflation data unexpectedly rises and changes his forecast for inflation trends. Regarding whether to support a rate cut in December, this year's voting member and Atlanta Fed President Bostic mentioned that he is open to the decision-making for December; although the data has fluctuated, inflation is continuing to decline towards the 2% target.
Market experts: The overhyped usa market is giving birth to the "mother of all bubbles".
Despite escalating global geopolitical and macroeconomic concerns, international investors seem to unanimously agree on one thing: buying assets in the USA.