The first Federal Reserve decision of this year is coming! A "pause in interest rate cuts" seems almost certain, what other highlights are there?
The market expects a 97% probability that the Federal Reserve will hold steady this week, paying attention to the qualitative statements on tariff impacts in January's FOMC. Goldman Sachs anticipates that tariffs may raise inflation by 0.3 percentage points in one go, but this won't change the overall downward trend, and the interest rate cut window will still open.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
Vanguard Forecasts Steady Growth and Inflation Progress for the U.S. Economy in 2025
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
Express News | Traders have raised their bets on a Federal Reserve interest rate cut, fully digesting a 50 basis point cut within the year.
Trump vs. Powell, who will dominate the global market this week?
Analysis suggests that if the Federal Reserve chooses to delay interest rate cuts this week, it may become a hindrance to the rebound of U.S. stocks and provide a temporary respite for the bond market. However, Trump can influence the Federal Reserve's decisions through fiscal policy. The market is now closely watching Trump's every speech, as "this marathon-like game has just begun."
Trump keeps calling for the Federal Reserve to cut interest rates, but Wall Street does not agree with his view.
① Trump hopes that the Federal Reserve will lower interest rates immediately, but Wall Street expects the rates to remain at 4.25%-4.5%, due to the strong USA economy, tariffs, tax cuts, and immigration restrictions pushing inflation higher. ② The Chief Investment Officer of ABP Invest predicts that the resilient USA economy and Trump's policies will increase inflation expectations, forcing the Federal Reserve to raise interest rates starting in September.
The interest rate cut cycle has experienced its first pause. Is the Federal Reserve preparing to act discreetly?
To avoid disrupting the market, the Federal Reserve may kick off "a boring start to a turbulent year" ...
Goldman Sachs: Economic optimistic expectations and "animal spirits" ignite a new "Trump Trade", these US stocks are worth paying attention to!
Goldman Sachs strategists believe that the optimistic attitude towards economic growth and the release of 'animal spirits' are two key 'Trump Trades'.
Wall Street hopes that Trump's immigration policies will be lenient, otherwise the economy will face destructive impacts.
Strategists and analysts believe that Trump's immigration policy is a costly gamble.
The USA has once again reached its debt ceiling, and the stock market is expected to soar.
Trump's Trade may drive the stock market up during the early days of the new president's administration, but the tailwind from the Bonds market might continue to boost the stock market in the coming months.
Futu Morning Report | The Federal Reserve's interest rate decision is set to make a major impact this week! The Global financial markets will welcome a 'Super Central Bank Week'; DeepSeek is generating heated discussions overseas! Its popularity surpasses
51 votes to 50, the U.S. Senate approved the appointment of new Defense Secretary Heger Sesth; Zuckerberg expects Meta's capital expenditure to reach up to 65 billion dollars in 2025, exceeding Analyst expectations; an emergency team is hastily assembled for AI! Apple Executive Vice President Kim Vorrath has started to take charge of AI and Siri work.
Weekly Outlook | The Federal Reserve's decision is coming up with great significance! The market expects no interest rate cuts; a super Earnings Reports week is approaching, with Tesla leading the technology giants to announce their results one after anot
Next week, multiple central banks will announce their interest rate decisions, and the market is focused on the Federal Reserve's resolution. It is expected that there will not be an interest rate cut, but whether USA President Trump will apply pressure will be a point of interest. Four of the seven giants in the US stock market, including Meta, Tesla, Microsoft, and Apple, will face earnings report challenges!
Don't just focus on Trump! Wall Street strategists warn that the U.S. stock market may be quietly brewing a major storm.
① With Trump's ascendance, US stock investors are brimming with confidence about the future, but Wall Street strategists warn that inflation and interest rates may remain high for a longer period; ② Trump's policies, such as tariff plans, may exacerbate inflation, causing the Federal Reserve's interest rates to stay elevated for a longer time, and investors may face a 10% risk of stock price decline.
Holiday Reading | "Hedge Fund God" Druckenmiller's latest remarks on "Trump 2.0": discussing tariffs, inflation, AI, and still shorting US Treasury bonds, among other topics.
Druckenmiller is known as the "greatest money-making machine in history," so when this master speaks, traders in markets around the world listen attentively.
Is the U.S. stock market welcoming the best presidential term start in 40 years? Wall Street: It's simply an unexpected delight……
① Whether it's the U.S. stock market or Global investors, there seems to be quite a bit of excitement in the first week of Trump's presidency... ② The S&P 500 Index rose 1.7% this week, likely marking the best performance in the first five Trade days of a presidential term since Reagan's inauguration in 1985; ③ This enthusiasm has even spread to the Global markets, with benchmark stock indices rising across countries from Asia to Europe to Latin America.
Going against the mainstream? A well-known Wall Street mogul suggests that US stocks may correct this year and underperform globally.
① The Chairman of Rockefeller International predicts that the USA stock market will correct in early 2025 and underperform the global market, believing that the Market Cap of the USA stock market is disconnected from the weight of the global economy and is in a bubble; ② Sharma warns that the general enthusiasm for the USA stock market has entered the realm of bubbles, believing that the USA's performance relative to other parts of the world cannot be sustained.
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