Wall Street investment banks are concerned that interest rates cannot be lowered next year, but the Federal Reserve seems to think otherwise.
① Although the tense situation between Russia and Ukraine continues to attract safe-haven bids for US bonds, the overall US bond market has still not been able to reverse the recent weak trend, largely due to the market's lack of confidence in the Fed's upcoming rate cut process; ② However, compared to the highly pessimistic outlook of market participants on rate cuts at the moment, recent statements from Fed officials seem not as hawkish.
Express News | Trump is considering appointing financier Kevin Walsh as Secretary of the Treasury.
Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.
①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.
The "Department of Government Efficiency" (DOGE) work plan has been revealed! Musk denies direct influence on the selection decisions for Trump's cabinet.
Tesla CEO Musk and American entrepreneur Vivek Ramaswamy exposed the work plan of the 'Department of Government Efficiency' (DOGE), which includes dismissing thousands of civil servants, relaxing all regulations, and more.
J.P. Morgan strongly believes that U.S. stocks will continue to rise next year, with significant stocks not limited to large technology companies!
① jpmorgan expects the usa stock market to continue to rise next year due to strong corporate profits and economic performance; ② Risks include high valuations, over-concentration in investment portfolios, and uncertainty regarding the Trump administration's policies; ③ It is recommended that investors increase their exposure overseas, being bullish on finance, luxury goods, medical care, and small cap stocks.
Citi predicts that the US stock market will continue to "sing high" in 2025, with sectors outside of technology giants possibly catching up.
Although the s&p 500 index has achieved a roi of over 20% for the second consecutive year, there is currently no sign indicating that the upward momentum is about to end.
Futu Morning Post | SEC Chairman is planning to step down in January next year! The cryptocurrency industry may face significant regulatory changes; Google's antitrust case escalates! Android system also faces the threat of being split.
Microstrategy's stock price plummeted over 16%, and Citron claims that shorting the stock hedges against bitcoin; apple plans to launch a revamped Siri in 2026, adding more self-developed ai; alibaba announced the establishment of an e-commerce business group.
US Stocks Rise as Dow Leads Gains, Tech Giants Face Pressure
Fed Dovish Official: May Need to Slow Down Rate Cuts.
①Given the uncertainty and divergence about how low interest rates should go, Gurusbe has stated that it may be wise to slow down the pace of rate cuts as the target approaches; ②Within the Federal Open Market Committee (FOMC), Gurusbe is one of the most dovish officials, and he does not have voting rights on monetary policy this year.
US stocks closed | The three major indexes rose together, with the Dow rising by more than 1%, nvidia shaking after the performance and closing up; bitcoin broke through 0.099 million US dollars to hit a new high again, microstrategy fell by more than 16%
Trump trade rises, with cycles related to the economy and small-cap stocks leading the way. The Dow rose 1%, the Nasdaq turned higher in the late session, Google Class A fell the most by 7%, nvidia initially rose nearly 5% to hit a new high before falling 3.6%, ultimately closing higher, Snowflake surged over 32% for its best performance since going public.
Express News | Texas Pacific Land Company will replace Marathon Oil Company as a component of the S&P 500 Index.
Express News | Texas Pacific Group will replace marathon oil company in the s&p 500 index.
US stocks closed: "Trump trade" resumes, with all three major indexes rising together. The Dow rose 1%.
① The three major indices collectively rose, with the Dow Jones up 1%; ② Most large technology stocks fell, with Google dropping nearly 5%; ③ Most china concept stocks fell, with pdd holdings down more than 10%.
US stocks are not afraid of being sandwiched by double bearish news, closing significantly higher.
On Thursday (November 21st), U.S. stocks rose as investors turned to cyclical stocks that benefit from economic acceleration. The market recovered from the shock caused by the slowdown in nvidia's strong momentum and the escalation of the Russia-Ukraine crisis.
No sign of the bull market pausing?! jpmorgan: Stock market will continue to rise in 2025
FX168 Financial News Agency (North America) reported that as the focus of the U.S. stock market shifts from popular large technology leading companies to a broader range of sectors, investors can expect the upward trend to continue into next year, even though the s&p 500 index has soared over 50% since the beginning of 2023.
U.S. stock market early session | Technology stocks dragged the Nasdaq down over 1%, nvidia fell over 2% after earnings, and Google dropped over 5%; earnings exceeded expectations! snowflake soared over 30%.
Investors are still evaluating the important financial report of AI technology giant nvidia. Bitcoin broke through $0.098 million to reach a new all-time high, with analysts bullish on it surpassing $0.1 million.
USA's initial jobless claims unexpectedly declined last week! A sign of rebound for November's non-farm data?
Economists estimate that the non-farm payrolls in November will increase by at least 0.1 million people...
Goldman Sachs outlook on the U.S. economy under Trump 2.0: the trend of slowing inflation remains unchanged, the variable lies in tariffs
Despite Trump's sweeping policy adjustments, goldman sachs expects that this will not fundamentally impact the overall economy or mmf policy in the usa. It is anticipated that by the end of 2025, the core PCE inflation rate, excluding tariff effects, will drop to 2.1%, with an annual GDP growth rate of 2.5%, which is higher than the market consensus expectations.
Express News | nvidia's stock price rose 2% before the market opened, erasing previous losses. The s&p 500 index and nasdaq 100 index futures saw their pre-market gains widen to 0.5%.
The 2024 usa presidential election year, the US stock market is smooth sailing!
This year's USA election did not become a headwind for the s&p 500 index, but instead helped it outperform previous election years. As the year-end approaches, will there be any unexpected events in the US stock market?