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.
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.
Express News | jpmorgan abandons its pessimistic forecast for the s&p 500 index, expecting an 8% increase by 2025.
Express News | The annualized quarterly growth rate of the usa's real GDP for the third quarter was revised to 2.8%, in line with expectations.
Express News | The initial jobless claims in the usa for the week ending November 23 were 0.213 million, lower than the market expectation of 0.216 million people.
Jpmorgan: It is expected that the USA stock market will continue to dominate globally in 2025.
November 27th, jpmorgan analysts believe that unless geopolitical and trade policy risks diminish, the dominance of the USA stock market over other countries' stock markets is unlikely to weaken.
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.
Beware of inflation rising again! Goldman Sachs 2025 Outlook: US stocks are too expensive and underallocated, gold remains the best hedge option.
Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.
The U.S. stock market is thriving, yet the demand for hedging against market crashes has surged!
Trump's policy risks make investors restless.
Will the USA inflation face a rebound at the end of the year, can the Federal Reserve sit still?
The Federal Reserve faces more "bumps" in its struggle to bring the inflation rate down to the 2% target, which could inadvertently disturb expectations for interest rate cuts.
Daily options tracking | The Black Friday shopping craze is coming! Multiple call orders on amazon have made over 3 times profit; this month has accumulated nearly 37% growth! The call options for gamestop have surged to 83%, and call orders are being hot
MSTR fell over 12% again, retracing nearly 35% from its high. Overnight, there were 0.72 million options contracts traded, with the call ratio dropping significantly to 53.6%. Among them, put options with a strike price of $250 expiring on November 29 witnessed capital inflow, with nearly 0.02 million contracts traded.
Trading reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close three hours early on Friday.
November 28 (Thursday) is the Thanksgiving holiday in the usa, and the US stock market will be closed for one day. November 29 (Friday) is the day after Thanksgiving, and the US stock market will close three hours early.
Wells Fargo & Co: The US stock market can rise another 10%, but investors should avoid this sector!
wells fargo & co strategist predicts that the stock market will continue to perform strongly next year, but not all sectors are expected to rise.
The strong rise in US stocks has set off a wave of IPO recovery, shining a new light on private equity investments.
A new analysis from data provider PitchBook shows that last year, the exit value of companies backed by acquisition companies in the usa was only 8.7 billion dollars, far below the pre-pandemic average of 45.1 billion dollars. Factors affecting the entire IPO market—high interest rates, macroeconomic uncertainty, and rising geopolitical risks—have created a challenging environment for private equity-backed companies.
Heavy data meets low trade volume, the market will welcome an "exciting" day!
This combination may lead to high volatility. If the data slightly falls short of or exceeds expectations, the market will react sharply, and there may even be instances of mispricing.
Forex Today: Market Focus Shifts to US Data Dump Ahead of Thanksgiving Holiday
US Core PCE Inflation Set to Hold Steady, Raising Doubts on Further Federal Reserve Rate Cut
ubs group wealth management: The impact of usa tariffs may lead to stagflation, expecting the index to rise to 6,600 points by the end of the year.
Gelonghui November 27th | UBS Group Wealth Management Chief Investment Office predicts that if Trump is elected President of the USA, it may reshape the economic and geopolitical landscape of the USA, especially tariffs measures may potentially disrupt trade, weaken domestic demand, and push up inflation.
Tonight at 23:00, focus on the inflation indicators that the Federal Reserve "loves" the most, will the rate cut in December be "suspended"?
The PCE in October may show a rebound in inflation, analysts warn to be cautious of potential data illusions. The Federal Reserve may skip one rate cut in December or January, will gold face a major setback?
UBS Group Wealth Management: expects next year's s&p 500 index target to be 6600 points, bullish on usa technology, energy, and utilities industry
Ubs Group Wealth Management Investment Director Office Greater China Region Stock Manager **** pointed out that next year, bullish on usa's technology, energy, and utilities industry, mainly driven by the artificial intelligence trend.