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.
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
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.
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 $0.2 billion on a bearish outlook.
After returning to the White House, the Trump administration faces "five major economic challenges".
El-Erian said that Trump must find a way to reposition the economy while maintaining economic growth, addressing high budget deficits and rising debt issues, avoiding excessive use of favored economic tools, restoring usa's leadership position in the global economic and financial order, and adopting appropriate communication methods.
Fed Interest-Rate Cut Still Likely After Trump's Win but December Is Open
Dollar Pulls Back Ahead of Expected Fed Rate Cut
Fed Expected to Stay the Course Near Term -- Market Talk
The Fed Needs to Learn From Its Inflation Mistakes. The Biggest Lesson. -- Barrons.com
One article understands: How will 'Trump 2.0' affect the prospects of the Federal Reserve cutting interest rates?
①Trump's policies may disrupt the economic outlook of the United States, altering the considerations of the Federal Reserve's policies. ②Trump may influence the Federal Reserve by appointing key personnel, such as not reappointing Powell and nominating a vice chairman of supervision, etc.
The election dust has settled! Goldman Sachs lists three main reasons: US stocks are expected to rise by the end of the year.
① Goldman Sachs' Chief Equity Strategist David Kostin's team believes that in the next period, US stocks will continue to rise; ② Kostin has given three reasons, but also warned that a sharp increase in US Treasury yields could disrupt the post-election rebound of US stocks.
The US stock market "exploded" overnight! Wall Street is bullish, s&p 500 is expected to reach 6600 points next year.
Looking ahead, many analysts on Wall Street continue to be bullish on the US stock market, even predicting it could rise to as high as 6600 points.
Elliott Wave View: S&P 500 Futures ($ES) Wave Five in Progress [Video]
The market's answer to "Trump 2.0": big winners include Tesla, the financial industry, and the oil & gas sector, while big losers are new energy funds, the shipping industry, and European autos.
Tesla soared nearly 15%, reaching the highest level since July 2023, with Elon Musk's personal wealth increasing by $15 billion overnight; benefiting from expectations of relaxed regulations, the financial industry surged, with the KBW Nasdaq Banks Index rising by 10.7%; industries such as wind energy, autos, and shipping in Europe affected by tariffs plummeted, while the surging yields severely hit the real estate sector.