Russell 2000 soared nearly 6% yesterday! With the "Trump trade" and rate cut cycle, are small cap stocks expected to continue rising?
Vincent Juvyns, Global Market Strategist at JPMorgan Asset Management, stated that the tax reduction measures in Trump's plan may benefit a wide range of industries and companies more focused on the U.S. domestic market; while the fiscal measures in Trump's plan may boost the performance of small and medium-sized companies that have underperformed in recent years.
US Stock Market Outlook | The US election dust settles! Global investors turn their attention to Powell; Initial jobless claims data released, narrowing gains in the three major index futures.
Xpeng's pre-market rise by nearly 6%, P7+ launched today, pre-sales orders hit a record high; Goldman Sachs: reiterates 'buy' rating for Nvidia, expects positive earnings revisions to boost stock price.
The dust has settled on the election! How will the US stock market perform after each election? What other heavyweight schedules are worth paying attention to?
Apart from the Federal Reserve, China Merchants Securities also mentioned that the next 1-2 months are crucial periods to observe the impact of Trump's new policies.
Direct hit usa election | Trump officially announced to win the USA election.
The 2024 US presidential election will officially vote on November 5, kicking off a critical battle that will determine the future direction of the United States.
Stock Market Today: Dow, S&P 500, Nasdaq Edge Higher With Trump Election Win, Fed in Focus
Federal Reserve interest rate decision is coming tonight! Several major banks are expected to cut interest rates by 25 basis points.
The Federal Reserve is about to announce the November interest rate decision, here are the expectations of 12 investment banks.
Investment bank: The bull market in the US stock market has just begun.
November 7th by Gelunhui | Evercore ISI strategists said that the US stock market's upward trend is far from over. They believe that Donald Trump's plan to cut bureaucratic red tape will drive the S&P 500 index to rise another 11% by the middle of next year.
Last week, initial jobless claims in the USA rose slightly, with the market focusing on the Federal Reserve interest rate meeting.
Last week, the initial jobless claims in the USA increased slightly, but still remained close to the pre-pandemic average level.
What stocks and bonds are bullish for Trump's second term?
Trump's policy proposals are expected to boost bank stocks, value stocks, small cap stocks, and short-term US bonds as well as junk bonds.
The risk of the US debt "doomsday loop" is not eliminated! Will the Federal Reserve be forced to start QE early?
Analysts suggest that risks related to the banking industry may compel the Fed to implement some form of quantitative easing earlier than expected.
Express News | Last week in the USA, the initial jobless claims for the first time were 0.221 million people, in line with expectations.
With Trump taking office soon, how will the U.S. government undergo a 'major shake-up'?
①After Trump's election victory, Musk may lead the newly established 'Government Efficiency Committee,' proposing a $2 trillion reduction in federal spending to reshape government expenditures; ②The candidate for Federal Reserve Chairman may be Kevin Hassett, who was previously chairman of the White House Council of Economic Advisers; other potential candidates include Kevin Warsh and Arthur Laffer. The candidates for Secretary of the Treasury may be Scott Benset and John Paulson.
Federal Reserve Expected to Deliver 25 Bps Interest-rate Cut, Shrugging off Trump Victory
Goldman Sachs predicts: Stock market may hit record high by the end of the year. In addition to Trump's reelection, there are three other reasons.
Goldman Sachs said that with Trump taking over the White House, the S&P 500 index may hit a new all-time high by the end of the year.
Trump's re-election dividend: small-cap stocks may become investment winners, dividend-paying stocks benefit from policy bullishness.
When investors consider the potential impact of Trump defeating Harris, they should not overlook dividend stocks.
Trump returns to the presidency throne, Asian stock markets slightly probe upward, markets prepare for Fed rate cuts.
Asian stock markets rose along with European and USA equity index futures as investors prepared for Donald Trump's second term as president and expected rate cuts from the Federal Reserve.
Will the Federal Reserve cut interest rates slower and less after the first post-election Fed decision?
All analysts are expecting the Fed to cut interest rates by 25 basis points, which highly aligns with the pricing in the money markets, with a certainty of 99.8%. However, due to Trump's policies widely seen as potentially inflationary, the market is pricing in less than 50 basis points for the November and December meetings.
The Fed's interest rate cut tonight is without suspense! But there are two issues troubling the market.
The financial markets almost certainly believe that the Federal Reserve will continue to cut interest rates by 25 basis points at tonight's monetary policy meeting. But in a suddenly more complicated context, the focus of the market's attention is on the Fed's future work train of thought.
Daily options recap | Coinbase's call option soared 81 times! "Trump trade" bullish news released; Tesla surged 14%, the highest profit from call options was 7 times.
Nvidia rose 4% last night with large buyers purchasing 0.0856 million units of call options expiring this Friday, involving $43.5051 million; The single-day surge of Coinbase attracted short sellers, with large investors betting over $0.2 billion on a bearish outlook.
After returning to the White House, the Trump administration faces "five major economic challenges".
El-Erian said that Trump must find a way to reposition the economy while maintaining economic growth, addressing high budget deficits and rising debt issues, avoiding excessive use of favored economic tools, restoring usa's leadership position in the global economic and financial order, and adopting appropriate communication methods.