Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas, which include the last five trading days of the year and the first two trading days of the next year, investors tend to be more bullish, with a high probability of an uptrend in the U.S. stock market. This seven-day period is known as the 'Santa Claus rally.' Data shows that over the past 70 years, there has been an 80% chance of the S&P 500 index rising during these seven trading days.
In November, manufacturing activity in the usa contracted for the eighth consecutive month, with weak demand but signs of easing.
In November, manufacturing activity in the usa contracted for the eighth consecutive month, with 24 out of the past 25 months showing a contraction.
Express News | usa ISM manufacturing data better than expected, with signs of weak demand but now easing.
US stock market early trading | Nasdaq up nearly 1%! Growth tech and semiconductor stocks are generally rising, taiwan semiconductor, marvell technology up over 4%, super micro computer surged over 12%
On the evening of the 2nd Beijing time, the US stock market opened slightly higher on Monday. As the US stock market enters the last month of the year, the market this week is focused on the US November non-farm payrolls, Trump administration policies, and the Fed's interest rate path.
Express News | The usa ISM Manufacturing PMI for November is 48.4, expected to be 47.5, and the previous value was 46.5.
Express News | The final value of the s&p global manufacturing PMI for the usa in November is 49.7, with an expectation of 48.8 and a previous value of 48.8.
US Stock Futures Reveal Market Has Room to Run
The major uncertainty for the Federal Reserve: Powell might return mmf policy to normalcy!
The Federal Reserve may retreat somewhat to the background, as its ongoing focus on inflation is now an important responsibility of the next government.
After hitting the 53rd closing new high of the year, the US stock market is once again ushering in the 'Christmas rally.'
Historically, when the U.S. stock market performs strongly in both the first quarter and the first half of the year (like in 2024), the year almost always ends with an increase.
Key points for pre-market trading in the U.S. stock market: U.S. equity index futures edged slightly lower and intel's CEO resignation led to a nearly 4% increase in intel's pre-market trading.
Grain Lu 12th 2nd | 1. U.S. equity index futures edged down slightly before Monday's opening. Dow futures fell 0.03%, s&p 500 index futures fell 0.08%, and nasdaq futures fell 0.12%.
Express News | The s&p 500 index futures turned positive, and the nasdaq 100 index futures rose by 0.2%.
US stock market outlook: Most popular China concept stocks are mostly up before the market opens, miniso soared 16%; Bank of America's 2025 investment strategy is coming! Optimistic about small cap stocks.
Tesla rose 1.8% in pre-market trading, starting to launch the latest version of FSD, V13.2; the small cap drone stock UMAC surged over 21% in pre-market, with Trump's eldest son joining the company's advisory board; the record rise in the US stock market lays the foundation for an increase in December, and market sentiment is optimistic.
BofA Merrill Lynch's Hartnett Outlook 2025: Q1 US Dollar, US stocks, Q2 non-US stocks, gold and commodities for the whole year, US bonds bottoming at 5%.
Hartnett advises to take a chance in 2025, buy 'usa prosperity' in Q1, especially small cap stocks; buy non-US stocks in Q2, betting on Europe/Asia moving towards easing; inflation may rise higher than expected, bullish on csi commodity equity index, US bond yields reaching 5% is a huge opportunity, buy chinese stocks to hedge the AI bubble.
Former Federal Reserve "third in command" warns: The Federal Reserve has three important issues that have not been considered!
Former New York Fed Chair Dudley stated that there are three important issues that seem to have been left out of the Federal Reserve's mmf policy framework review agenda.
Express News | Canaccord Genuity has raised the s&p 500 index target for the end of 2025 from a previous forecast of 5,650 points to 6,325 points.
Daily options tracking | Multiple Tesla end-of-the-world call options are nearing a doubling, exposing the latest progress of siasun robot&automation; nvidia states that it is accelerating chip supply, and a big client splurged 9 million dollars on calls.
Two bitcoin ETF options with volume entered the top 20 ETFs, last Friday, BITO options traded 4.0783 million contracts, surpassing QQQ to take second place.
US Stock Nuggets | Black Friday sales are hot with surprises! Shopify and Mastercard hit new highs for the year; receiving strong government subsidies, Rocket Lab surged over 6% last Friday.
In the field of AI, apple is reportedly planning a major overhaul of Siri, with a rise of over 1% in the previous trading day and a cumulative increase of over 3% in the week. The stock price hit a new all-time high again.
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.