With U.S. Treasury yields rising like this, should concern be raised for the U.S. stock market?

According to Morgan Stanley's analysis, as the yield on 10-year U.S. treasury bonds rises above 4.5%, it has created pressure on U.S. stock valuations. The correlation between the S&P 500 Index and U.S. treasury yields has turned into a "significant negative correlation." Considering the poor market breadth, the downward pressure on the dollar, and the Federal Reserve's hawkish policy outlook, U.S. stocks may face severe challenges in the next six months.

wallstreetcn12:03

Wall Street's New Year interest rate "bet": from several rate cuts to whether there will be any rate cuts at all.

On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...

cls.cn11:02

2024 "Capitol Hill Stock God" performance: dozens of members of Congress outperform the Large Cap stock market, with the highest yield reaching 149%!

① According to a new report, in the recently passed year of 2024, the stock investment portfolios of over 20 USA lawmakers outperformed the Large Cap; ② Congressman David Rouzer had the highest investment portfolio return, reaching 149%; ③ This has once again raised concerns about insider trading among congressional members.

cls.cn10:44

Futu Morning Report | Expectations for interest rate cuts weaken! Rising inflation concerns trigger market fluctuations; NVIDIA turns to decline after hitting a new high, while Xiaopeng Autos rise over 9%.

Microsoft will reinvest 3 billion dollars to expand AI computing power, aiming to cultivate 10 million AI talents by 2030; Apple's spring "budget version" iPhone new model is about to go into production and will be launched before April.

Futu News08:18

U.S. stocks closed | All three major Indexes fell, with the Nasdaq down nearly 2%; Technology stocks declined, with NVIDIA dropping over 6% and Tesla falling over 4%; some Chinese concept stocks went against the trend, with Xiaopeng rising over 9%.

① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.

cls.cn07:17

Is inflation returning? Economic data causes market fluctuations, with the NASDAQ and S&P 500 Index experiencing corrections.

The release of two economic data points led to a surge in yields and a sharp decline in the stock market.

Zhitong Finance07:06