Super week is approaching! Will the "Non-Farm Payrolls + Powell" set the tone for the global market by the end of the year?
A series of labor market data, including the crucial November non-farm payroll report released on Friday, will have a significant impact on the Federal Reserve's rate-cutting plans; numerous Federal Reserve officials, including Chairman Powell, will also deliver speeches this week, which will be particularly critical in the context of recent expectations that the Federal Reserve will cut rates soon and then slow down.
Decision analysis: Trump issues another warning on tariffs, with major events happening in Europe and the US this week.
Asian stock markets rose on Monday, December 2nd, boosted by the record high closure of the US stock market. The US dollar rebounded from multi-week lows against the Japanese yen and British pound, with this week's non-farm payroll report crucial for the outlook of US interest rates.
Dalio: Trump coming to power will push the global community into a "survival of the fittest" new era!
①Ray Dalio, the founder of Bridgewater Fund, believes that Trump's second term will bring about a significant shift in global order; ②Dalio said that based on Trump's choice of key positions, his team will promote a more selfish and ruthless global order; ③Dalio refers to Trump's team as a 'corporate raiders'-style reform and indicates the end of an era dominated by the USA.
Trump's 100-day plan is in place! All Republicans are paving the way for tax cuts.
①Trump has not taken office yet, but has already promised many bold reforms, including a large-scale tax reduction plan; ②Republicans are crafting a hundred-day agenda, focusing on extending a $4 trillion tax reduction plan, lowering corporate tax rates, and eliminating consumption taxes, among others. ③Tax reduction policies may increase pressure on the US fiscal deficit, but Republicans believe that tax cuts can promote economic growth, thereby reducing deficit pressures.
The first year of 'Trump 2.0', goldman sachs and the key disagreement with the market: the Federal Reserve!
Goldman Sachs does not agree with the market's hawkish expectations for the Fed's interest rate cut path next year. On one hand, Goldman Sachs believes that the Trump administration's policies are unlikely to lead to significant inflation that would prevent rate cuts; on the other hand, Goldman Sachs thinks that the market underestimates the significant impact risks that substantial policy changes could have on the financial markets, which could trigger a response similar to the 'insurance-style rate cuts' seen in 2019.
How will the US stock market perform in December? The answer lies in historical data! Here are 5 things worth investors' attention.
Aristotle once said, "To appreciate the beauty of snowflakes, one must endure the cold of winter." So, as the US stock market is about to enter the end of the year, in what manner will investors be able to appreciate a magnificent snowy landscape?
Be careful! A strong US dollar and 'bull market' in US stocks may not coexist.
The current upward trend of the US dollar does not seem to have caused too much hindrance to US stocks, but it's hard to say what will happen later...
Bank of America's 2025 investment strategy: betting on bonds, international stocks, and gold, be wary of AI bubble tail risks.
Analysts from the bank of america suggest that investors planning to make reverse investments in 2025 should adopt a major strategy, focusing on investments in bonds, international stocks, and gold.
Technology stocks have become the market leader! Will the Pioneer Growth ETF outperform the s&p 500 again in 2025?
The Vanguard Growth etf has a strong record of outperforming the s&p 500, having surpassed this index on average every year since its establishment in 2004.
Tech Stocks Set For Strong Santa Rally As Wall Street Looks For An End To 'Regulatory Spider Web' In The Trump Era, Says Dan Ives
Another relative of Trump has been reemployed! The father of the son-in-law will serve as a senior advisor for Arab and Middle Eastern affairs.
On Sunday, the elected president of the usa, Trump, stated that he would appoint Lebanese-American businessman Massad Blos as his senior advisor for Arab and Middle Eastern affairs; Blos is the father of Trump's youngest son-in-law. This means that Trump’s foreign policy team has added another person with a familial relationship.
Non-farm 'quality inspector' strikes hard! Will Trump's trade be overturned?
Trump's trade is about to undergo a quality check with non-farm, which is very crucial for the Federal Reserve.
The record rise of the US stock market lays the foundation for an increase in December, with Wall Street filled with optimism.
Due to recent outstanding performances and historical trends boosting market sentiment, this year may have even greater upward potential.
Will Trump 2.0 exacerbate the level of the stock market bubble in the US?
The new term of the Trump administration is about to come on strong, with its top priorities including large-scale expulsion of illegal immigrants and threats of triggering a global trade war. Conflicts in Europe and the Middle East are still ongoing.
The US non-farm kicks off December trade, will the US stock market's 'feast' continue to party?
On Friday, the US Bureau of Labor Statistics will release the employment report for November. The latest data on job vacancies, private sector wage growth, as well as data on service and manufacturing activities, will also be released throughout this week.
Futu Morning Post | S&P hits historic new highs again! It is challenging the strongest annual increase after the millennium; American drone small cap stocks ride on the 'Donald Trump concept', soaring more than 9 times in November.
To add fuel to the December actions, the Governor of the Bank of Japan mentioned that the wage trend is key to raising interest rates; The hottest asset after the US election: the US bitcoin ETF single-month net capital inflow hits a record; It is said that Meta is planning to build a global underwater communication network, with a total investment amount possibly exceeding $10 billion.
From the "Reagan Big Cycle" to the "Trump Big Cycle": the unchanging and the changing.
Ping An Securities believes that looking ahead to Trump's second term, inflation risks may lead to higher U.S. bond yields and increased volatility in U.S. stocks, while escalating trade protectionism may strengthen the dollar in the short term. The forces of "de-dollarization" are more likely to support gold prices in the medium term.
Hong Kong stock market morning report on December 2: Funds have inflowed into U.S. stock funds for four consecutive weeks; electric vehicle companies' sales for November have been released.
①President-elect Trump met with Canadian Prime Minister Trudeau. ②The USA plans to impose tariffs of up to 271% on imported cecep solar energy from four Southeast Asian countries. ③Last Friday, the three major stock indexes in the USA collectively rose, with most china concept stocks trending higher. ④USA stocks fund attracted 12.78 billion US dollars, receiving inflows for the fourth consecutive week. ⑤BYD, XPeng Motors, and NIO released their November sales figures.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 66.0%.
Can the US Share Market Keep Delivering? Spotlight on the 'Magnificent Seven'