Powell: The Fed can cut interest rates faster or slower, Trump cannot fire me, it may be appropriate to slow down interest rate cuts in the future.
Powell stated that the fight against inflation is not over yet, core inflation remains somewhat high, the job market continues to cool down very slowly, the Federal Reserve will continue to cut interest rates, but if inflation cools down and the economy remains strong, the rate cut can be slower. In the short term, the US presidential election has no impact on monetary policy, future fiscal policy implications will be taken into account, and the US deficit and fiscal policy are economic obstacles.
Cross-market firecrackers are sounding! After the Federal Reserve's interest rate decision night, what is the probability of a rate cut in December?
①If measured by the comprehensive performance of cross-assets, yesterday may have been the best performing day of the year for the Fed interest rate day market; ②The Fed announced a 25 basis point rate cut to 4.5%-4.75% on Thursday as expected by the market, with a possible rate cut again in December; ③CME's FedWatch tool shows that traders currently expect a 25 basis point rate cut by the Fed in December with a probability of 67.8%.
Trump's victory ignited bullish expectations, with billions of dollars pouring into the US stock market on election day.
On the day of Trump's victory, the US stock market saw the largest inflow of funds since June.
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.
Trump 'overwhelms' the Federal Reserve! Is the prospect of a $28 trillion market rebound shattered?
Investors should be cautious? Blackrock warns: Assuming the Federal Reserve will substantially cut interest rates in 2025 is like 'giving away money'.
Not Much News From the Fed – Commerzbank
Will the US stock market repeat the collapse? Soros's debt warning from the 1980s rings once again!
George Soros's warning about US debt in the 1980s is still echoing today.
The enthusiasm for the 'Trump trade' is cooling down, and the market is starting to worry about this.
Even the most optimistic traders are reconsidering their bets on the 'Trump trade'...
"Trump trade" fizzled out, what is the market worried about?
The market is concerned that if Trump really fulfills his campaign promises, especially on tariff policy, the usa may see larger deficits and soaring inflation, immigrant workers being deported, which could lead to a significant decline in economic growth.
How will the "Trump trade" unfold next? How long will it last?
Goldman Sachs believes that by the end of 2024, the S&P 500 index will reach around 6015 points; investors will increase their stock holdings after the election. Manish from BNP Paribas believes that "Trump trade is at its peak," and the US cyclical trade should last at least until the inauguration day (January 20th).
Is the bull market in US stocks still in its "infancy"? It may accelerate during Trump's tenure!
Analyst predicts that the s&p 500 index will reach 6600 points by the end of June next year.
From economics to immigration: Will Trump's new term policies trigger a financial crisis?
The s&p 500 index hit another historical high for the 48th time in 2024, with a pe ratio close to 31 times, now only slightly lower than 30.5 times before the internet bubble burst in December 1999.
Trump's Election Victory Is a Win for the Little Guy, at Least in the Stock Market
"Red Wave" coming? Many experts predict the Republican Party will achieve a "three-peat" victory.
Currently, the Republican Party has already secured 210 seats in the House of Representatives, only needing to gain an additional 8 seats to maintain control of the House of Representatives.
Schroder Investment: How will Trump's victory affect the global economy and stock market?
He promised further tax cuts and regulatory easing, while imposing additional tariffs and tightening immigration policies, this series of policies will have a re-inflationary effect on the economy of the usa.
"King of trash talk" Trump is back, and Wall Street is starting to tremble!
Trump, who prefers to govern through Twitter, is about to return to social media, and the days of overturning the market with just one sentence are about to come.
Trump's MAGA vision may have encountered a "stumbling block"! Powell firmly defends the independence of the Federal Reserve.
Federal Reserve Chairman stated that the President does not have the authority to fire or demote him; early Friday morning Beijing time, the Federal Reserve announced a 25 basis point rate cut.
The Fed's balance sheet assets have fallen below 7 trillion US dollars! When will Quantitative Tightening reach the finish line?
The Federal Reserve has taken longer than Wall Street expected to withdraw liquidity from the market, but Trump's victory may make the prospect of ending QT more urgent.
S&P Global: Trump is unlikely to fully implement the tariff plan.
①President Trump, who was elected in the usa, proposed imposing a 10% tariff on all imported commodities and a high tariff of 60% on Chinese commodities during the campaign; ②S&P Global rating agency stated in its latest report on Thursday that this proposal may not be fully implemented, but it could become the starting point for negotiations when Trump is in office.
How many more interest rate cuts does the Federal Reserve have? How does the US presidential election affect the prospects of future interest rate cuts?
With US bond yields hitting a new high in the phase, with Trump being elected, the issue of general concern in the market is, why did US bond yields fall instead of rise after the Fed cut interest rates? How many more interest rate cuts does the Fed have? How will the US presidential election affect the prospects for future interest rate cuts?