Daily Options Recap | Large options bet of over a hundred million US dollars! Institutional investors collectively buy into nvidia; super micro computer rebounds by over 12%, with call options expiring in the money this Friday doubling in value.
Energy Transfer, the oil & gas pipeline company in the usa, revealed strong Q3 performance the day before yesterday, with options volume soaring to 2.75 million contracts and a call ratio of 99.4%.
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%.
The era of "Trump 2.0" has begun, and the technology industry may face huge changes! Who will be the biggest winner in the "Mag7"?
After Trump took office, multiple new policies are expected to be implemented. In the field of AI, Trump advocates for promoting the development of AI and relatively relaxed regulations. Meanwhile, the "Mag7" have deep layouts in the AI field, and this policy clearly has a positive impact on the development of the seven giants.
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'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.
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.
Fed interest rate meeting notes: 25bp (November 2024)
During the Q&A, Powell mentioned that he did not want to provide too much forward guidance, reflecting concerns about future policy uncertainty. Powell emphasized that when considering the new Trump administration, the Fed must proceed methodically and incorporate it into the dual mandate framework.