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S&P 500 Index Newsroom
A visual overview of the Trump 2.0 policy timeline! What investment opportunities are worth paying attention to?
Analysis indicates that Trump 2.0's policy may still be within the framework of 1.0, but the pace may accelerate, and domestic and foreign policies may become more assertive. Trump may be more firm in practicing the "America First" principle, implementing tougher immigration and trade policies.
One week outlook | Fed meeting minutes with October PCE coming! Dell, Meituan performance successively revealed.
On November 28, the US stock market was closed for Thanksgiving, and on November 29, it closed three hours early; China's official manufacturing PMI for November will be announced on Saturday.
The 'open struggle and covert maneuvering' of the new US Treasury Secretary: Trump wants loyalty and tariffs, but also wants the US stock market to not fall.
The reason Trump is so cautious in choosing his Treasury Secretary is that he is fully aware that he cannot make mistakes. Since he advocated for populist economic policies during his campaign (such as significantly raising tariffs), he needs to find a suitable Secretary of the Treasury.
Federal Reserve: The market crash in August was due to "high-leverage hedge funds rapidly selling off to meet internal volatility requirements."
As of the first quarter of 2024, the average leverage ratio of hedge funds has reached or approached the highest level since 2013. High leverage combined with insufficient market liquidity has amplified market shocks, resulting in severe stock market volatility.
Trump reportedly plans to form an investigative team to search for evidence of election fraud in the usa in 2020.
Trump lost to the current usa president Biden in the 2020 election, but he has consistently refused to acknowledge this result. Trump claims that the 2020 election was "a fraudulent, manipulated, and stolen election."
A Wall Street Analyst Who Correctly Predicted the Stock Market Collapse in 2022 Has a New Price Target for the S&P 500 Index -- and It May Surprise You
The Federal Reserve's relief plan during the pandemic is now becoming a burden for companies, with a wave of loan defaults beginning to appear.
According to media reports, although most of the total loan amount of $17.5 billion for the 'Ordinary Business Loan Program' has been repaid, as of October 31 of this year, there are still $1.23 billion in interest and principal in default. The government regulatory agency responsible for overseeing the program expects that borrowing enterprises still face two major challenges, including a massive one-time repayment of up to 70% due next year and high interest rates, leading to a significant increase in the default rate.
Beware of the debt storm! The number one financial stability risk in the Federal Reserve survey is now "it"...
The semi-annual financial stability report released by the Federal Reserve on that day showed that concerns about the sustainability of US fiscal debt topped the list in this survey, followed by escalating tensions in the Middle East and policy uncertainty. This survey was conducted by New York Fed staff between the end of August and the end of October, with respondents including professionals from brokerage firms, funds, consulting companies, institutions, and academia.
The core logic behind the rise of the US stock market: the market bets that Trump will not allow the stock market to fall!
The U.S. stock market expects that after Trump takes office, he will introduce a series of bullish policies, including significant reductions in corporate tax rates and relaxing financial regulations, which further strengthens the market influence of the "Trump put options."
The Federal Reserve: The sustainability of usa debt has risen to the number one financial stability risk, inflation threats are declining, on par with the trade war.
According to the Federal Reserve's Financial Stability Report, the survey found that more than half of the financial professionals interviewed believe that the sustainability of government debt is a prominent financial stability risk in the next 12 to 18 months, an increase of 14 percentage points compared to the last survey. The percentage of those who believe persistent inflation is a significant risk has halved to 33%. Respondents in this survey also specifically mentioned global trade risks, which did not make it onto the important risk list in the last report. Update.
Welcoming the strongest seasonal increase of the year! Goldman Sachs capital flow experts: I ordered a "S&P 7000 points" hat.
Goldman Sachs expert Rubner stated that in the U.S. election years since 1928, the rebound of the U.S. stock market typically lasts until early January of the following year and then fades before the presidential inauguration day.
The Federal Reserve will start a framework review next year, focusing not on the 2% inflation target; Powell welcomes new perspectives and critical feedback.
The two main focuses of this review are: the "long-term goals and mmf global strategy statement" as well as the policy communication tools, excluding 2% as a long-term inflation target, which may cause dissatisfaction among academia and analysts. Internal discussions among officials will begin at the FOMC meeting in January next year, and a seminar will be held in mid-May inviting external speakers. The 2020 review established a decision to allow inflation to "overshoot" for a period of time.
Official announcement! Trump nominates Besant as the secretary of the treasury in the usa. Learn more about this "Soros disciple".
① After going around in circles, Trump ultimately chose the initially most popular candidate for Secretary of the Treasury: Scott Bessen, a former 'Soros disciple' and well-known hedge fund manager. ② So, what specific labels does Bessen carry? What differences are there in policy positions between him and the previous popular candidate for Secretary of the Treasury, Walsh?
Top 20 Transaction Volume | Tesla rose nearly 4%; Chuanzheng is preparing for the Cybertruck's launch in china.
On Friday, the top traded stock in the US was nvidia, which dropped 3.22% with a trade volume of 33.481 billion USD.
US stocks closed | All three major indices rose for the entire week! The Dow Jones hit a new closing high, Tesla rose nearly 4%; cryptos concept stocks all rose, MSTR increased by over 6%.
Funds flowed out of technology stocks and into economically sensitive cyclical stocks. The Nasdaq fluctuated between gains and losses, dragged down by over 3% drop in Nvidia and 1.7% drop in Google Class A. The Dow Jones rose by about 1%, small caps rose by 1.8%, and Chinese concept stocks fell by 1.4%. The S&P 500 and Nasdaq accumulated gains of 1.7% for the week, the Dow rose by about 2%, Tesla rose nearly 10% for the week, and Super Micro Computer soared by over 78%, its best week ever. MicroStrategy, known as a 'Bitcoin whale', rebounded by 6% on Friday. Economic weakness pushed the Euro to a two-year low, while the US Dollar rose for the third consecutive week to a two-year high. Offshore Renminbi fell by over 200 points for the week to nearly a four-month low. US oil had its best two-month gain with a 6.5% increase for the week, gold rose by over 1% to surpass $2700, marking its best week in over a year with a 5.7% increase.
Analysts predict that the s&p 500 index may continue a bull market with three consecutive years of gains in 2025.
This week, a Wall Street analyst said that the s&p 500 index may continue its current bull market in 2025, but investors need to be prepared for increased market volatility, which may be related to the new government policies of elected President Donald Trump.
US stocks early trading | Some cryptos concept stocks rose, CleanSpark surged over 5%, MSTR rebounded nearly 4%; super micro computer rose over 12% again, accumulating over 80% in the past six trading days.
On the evening of the 22nd in peking time, all three major stock indexes are likely to record gains this week. The market continues to focus on signs of sector rotation from technology stocks to cyclical stocks.
IShares Core S&P 500 Index ETF (CAD-Hedged) Declares CAD 0.8007 Dividend
Geopolitical tensions + concerns about the outlook for interest rate policies have slowed the inflow of funds into global equity funds.
In the week ending November 20, the inflow of global equity funds has slowed down. According to LSEG data, investors only net bought 7.97 billion dollars in global equity funds this week.
Inflation may remain high! The Federal Reserve might not be able to significantly cut interest rates.
The theme of the Federal Reserve next year may be "cautious".