For the first time since the financial crisis! The Federal Reserve's valuation model is showing red lights.
The Federal Reserve's valuation model has issued a warning for the first time in over a decade, but analysts claim that this sign is not a cause for concern.
Daily options tracking | New auditors have come on board! The super micro computer surged over 30% before trading, with yesterday's call ratio skyrocketing to 65%; DJT is reported to be in talks to acquire the trading platform Bakkt, with multiple call op
Microstrategy, known as a "bitcoin hold positions whale," rose nearly 13% yesterday, with options volume reaching 0.43 million contracts, and the call ratio increasing to 58.4%; the highest volume for calls expiring this Friday with a strike price of $400 was 0.017 million contracts, an increase of over 80%.
Goldman Sachs presents a major outlook for the global stock market in 2025: valuations are too high, forget about Beta, pursue Alpha opportunities!
Goldman Sachs predicts that driven by earnings, the s&p 500 will rise 11% from its current level to reach 6,500 points by 2025, with room for growth in Japanese stocks, European stocks, and emerging markets. However, considering the high valuations, Goldman Sachs suggests that investors seek out stocks that can outperform the market average, look for value stocks within high growth expectations, diversify risks globally, and pay attention to mergers and acquisitions and other capital market activities.
Will the USA struggle with interest rate cuts? Research from two major regional Federal Reserves: Inflation may become a "difficult problem"
① Since Trump won the usa election earlier this month, Wall Street's concerns about the possible resurgence of inflation in the usa during his term have been increasing day by day; ② Meanwhile, some of the latest evidence suggests that even without considering a series of potential fiscal policies from Trump 2.0 that could ignite inflation, it is not an easy task for us inflation to continue to decline...
Rate cut is difficult! Powell's wish may have to wait until 2026.
The Cleveland Fed model indicates that rent inflation will not subside before 2026. This could ultimately make it more difficult to cut interest rates.
From pessimism to optimism, the bear market predicts that the s&p 500 will hit 6500 points!
The Big Short has turned to join the optimistic camp on Wall Street, predicting s&p 500 will rise to 6500 points in the next 12 months!