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S&P 500 Index Newsroom
usa's October PCE inflation slightly rebounded! But the market still expects the Fed to cut interest rates again in December.
The market expects the Federal Reserve to cut interest rates again in 2024. According to CME Group's Federal Reserve Watch tool, the market anticipates a 67% chance of a rate cut at the December meeting.
The first challenge for the next USA Treasury Secretary, Basant, is how to renew the 6.7 trillion dollars in bonds that are due next year.
Bloomberg reporter Robert Burgess wrote on Wednesday that this will result in an exceptionally large amount of bonds maturing next year, which has now reached 6.74 trillion dollars, accounting for about one-quarter of the total 28 trillion dollars in circulating government debt in the usa, potentially causing sleepless nights for the next Treasury Secretary, Besant.
Bull market continues! Morgan Stanley looks at the US stock market in 2025: reaching 6,500 points by the end of next year, with high-quality cyclical stocks as the top choice.
Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.
In the era of Trump 2.0, a tough immigration policy is emerging! What impact will it have on the market?
After Trump took office, he sparked round after round of concept stock trading in the US stock market. In these Trump trades, there is a "niche track" - namely private prison operators benefiting from immigration policies.
Musk announced that he would abolish the "Financial Industry Consumer Association" in the U.S., criticizing it as a typical example of redundant regulation.
Previously, Trump announced the establishment of a "Department of Government Efficiency" led by Musk and Ramaswamy, responsible for reducing government spending and streamlining institutions.
Futu Daily News | The inflation indicators favored by the Federal Reserve rebound! The attitude towards interest rate cuts in December may be more cautious; the Central Office and the State Office issued the 'Action Plan to Effectively Reduce Logistics Co
The Fed's favorite inflation indicator rebounds! The usa's core PCE price index for October is 2.8% year-on-year; strong consumer spending drives steady growth of 2.8% in the usa's third-quarter GDP; Trump's team is considering digital assets advocate Atkins to serve as SEC chairman.
jpmorgan: The US stock market will continue to lead the global market next year.
① So far this year, the s&p 500 index, as the benchmark index, has risen by 26%, reaching new historical highs several times; ② After Trump's election victory, investor preference for usa assets has further strengthened, as traders expect his policies to exacerbate global trade tensions.
U.S. stock market closes | All three major indexes fall, Dell plummets over 12% after earnings; Chinese concept stocks warm up, Jinlong Index rises by nearly 3%; bitcoin rebounds sharply, microstrategy rises by nearly 10%.
The Dow ended a five-day rally, falling from record highs along with the S&P; small cap stocks struggled to rebound. Dell and hp inc plummeted over 10% after earnings reports. Chinese concept stocks rebounded by nearly 3%, while Ideal autos surged almost 7%.
Top 20 turnover | microstrategy rebounded nearly 10%, with a turnover of over 13 billion US dollars; Dell's performance was poor, with the stock price plummeting more than 12%.
On Wednesday, the most traded stock in the USA was nvidia, which closed down 1.15% with a trading volume of 30.167 billion USD. The second was Tesla, which closed down 1.58% with a trading volume of 19.216 billion USD. The third was microstrategy, which closed up 9.94% with a trading volume of 13.437 billion USD.
Performance warning for next year? The sell-off by insiders in the US stock market reaches a new high for a single quarter in twenty years.
Many of the reasons for insiders selling stocks have nothing to do with the prospects of the listed companies. However, considering the recent returns, high valuations, increasing leverage, and the generally highly speculative environment, insiders selling may imply that the performance of US stocks next year may not meet expectations.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 66.5%.
Express News | The three major U.S. stock indexes closed lower, with the Dow down 0.31%, the Nasdaq down 0.60%, and the S&P 500 index down 0.38%. Chip stocks weakened, with micron technology and broadcom falling over 3%, Arm dropping more than 2%, and nvidia, intel, and
Morgan Stanley switches to bullish on US stocks, expecting the s&p 500 index to reach 6,500 points next year.
JPMorgan's stock strategy team has shifted focus and is now bullish on the US stock market, with a year-end target of 6,500 points for the S&P 500 index. The team, led by Dubravko Lakos-Bujas, believes that factors such as expectations of a healthy labor market, rate cuts, capital expenditure prosperity driven by competition for the leading position in artificial intelligence technology, and other favorable factors are boosting the US stocks. He added that escalating geopolitical uncertainties and constantly changing policy agendas are creating unusually complex impacts on the outlook, but the opportunities may outweigh the risks.
JPMorgan: The premium valuation of US stocks and global leadership will continue in the short term.
According to jpmorgan strategists, unless geopolitical and trade policy risks are alleviated, the dominance of the usa stock market compared to other global markets may continue.
U.S. stocks early market | Core PCE has the largest increase since April of this year! Spot gold briefly dropped; quantum computing concept stocks are booming! QUBT and RGTI rose by 10%, and Quantum once triggered a circuit breaker.
The market continues to focus on Trump's tariff policy and cabinet composition. The actual GDP growth rate of the United States in the third quarter slowed down compared to the second quarter.
Express News | In October, the core PCE price index in the usa increased by 2.8% year-on-year, marking the largest increase since April 2024.
Trump's tariffs have roiled the foreign exchange market, why are the U.S. stocks so calm?
Trump's tariff threats have not yet caused panic in the usa stock market, but investors should be wary of the negative impact of tariffs on economic growth in the usa and the Fed's expectations for interest rate cuts.
J.P. Morgan: The usa stock market will maintain its global dominance and continue to outperform other markets.
Since the beginning of this year, driven by the technology and ai boom, the usa stock market has continued to outperform the international stock market. At the same time, the us economy remains resilient, as the Federal Reserve has entered a rate-cutting cycle against the backdrop of declining inflation.
Trump's nominee for Treasury Secretary exposed for past actions: once shorted the Federal Reserve!
Wall Street insiders say this trade has enhanced Bessen's reputation as an expert in financial upheaval, which is crucial for steering the usa economy in the future.
U.S. stock market preview | The Federal Reserve's "favorite" inflation data is about to be released! Most Chinese concept stocks are rising before the market opens, with jd.com up nearly 4%; cryptos concept stocks are generally rising, with MSTR increasin
Ambarella's stock surged 20% before trading, with third-quarter performance exceeding expectations, and strong growth in ai business; Dell Technologies' stock dropped 12% before trading, with disappointing third-quarter revenue and fourth-quarter guidance.