Powell: The economy is stronger than expected, the Federal Reserve can be "a bit more cautious" about cutting interest rates, and the Trump administration cannot set up a shadow Federal Reserve chair.
Powell stated that economic growth is stronger than expected at the time of the Federal Reserve's first rate cut in September, and there is no reason not to remain strong. Inflation has slightly increased, so the Fed can be more cautious regarding rate cuts while searching for a neutral interest rate level. There are no concerns about losing the Fed's independence, and there is confidence in maintaining good relations with the Trump administration. It is currently too early to determine the impact of Trump's tariffs and other policies on the economy and interest rate outlook.
The annual "big reshuffling" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?
This year's potential high-flying stocks like palantir, MSTR and more are expected to be included.
Understand it in one picture! When to focus on US stocks, when to layout global: all depends on "it"
For Wall Street traders, when should they concentrate their efforts on positioning in the US stock market? When should they diversify their funds and invest in overseas markets? The answer may lie on a very familiar chart: the 10-year US Treasury yield.
Express News | usa's November ISM non-manufacturing PMI was 52.1, expected to be 55.5, with a previous value of 56.
U.S. stock early market | The three major indexes rose collectively! High-performing stocks surged, salesforce increased by more than 10%, marvell technology rose by about 20% to reach a new high.
On the evening of October 4, 2023, US stocks opened higher on Wednesday. Investors are waiting for the upcoming speech by Federal Reserve Chairman Powell. In the USA, the ADP employment numbers for November increased by 0.146 million, which is below expectations. The market is paying attention to the political turmoil in South Korea and France.
The President of the Federal Reserve Bank of St. Louis, usa: there may be a pause in interest rate cuts at the December meeting or a later meeting.
In 2025, FOMC voting member and St. Louis Fed President Alberto Musalem indicated that, given inflation is higher than expected and concerns about the labor market have eased, it may be time for policymakers to slow down the pace of interest rate cuts.
November 'small non-agricultural' slightly lower than expected, consolidating the market's expectations of a Fed rate cut in December.
In November, the ADP employment number growth slowed down as expected, with gold short-term rising by 10 US dollars......
US Stock Preview | Financial reports of technology stocks such as Safetech and Mewell boost confidence! The three major periods showed a collective rise before the market
Okta surged 14% in the premarket! Q3 performance exceeded expectations, and AI applications continued to explode; Apple “stood by” Amazon and said it was considering pre-training large models using its AI chips.
Will the US stock market rise when the New Year bell rings? Will investors' pessimism turn into a contrarian indicator?
"Wall Street Oracle" stated that the US stock market may enter a "hesitation range" in the short term, and recommends buying on dips.
Express News | In November, the usa ADP employment increased by 0.146 million people, which is lower than market expectations.
"South Korea's martial law storm" shocked the global, what impact does it have on investors? Read this article to understand.
①Global investors were impacted by the martial law turmoil in South Korea, as South Korean President Yoon Suk-yeol suddenly declared martial law, only to be forced to lift it later. ②Analysts believe that American investors are not greatly affected, but global investors need to pay attention to the potential impact of political turmoil in South Korea on the global supply chain and market confidence.
Be careful, Trump's tariff impact may come earlier than expected!
The analyst stated: "Trump's personnel decisions reinforce our view that the threat of tariffs is real."
US stock gold rush | AI technology stocks have surged, with stock prices hitting new all-time highs! Data connector Credo skyrocketed nearly 50% overnight, and the intelligent connectivity platform Astera followed with an increase of over 12%.
"Chopping hands" doesn't stop! Retail stocks walmart and costco hit new highs again, consumer shopping data continues to exceed expectations.
Taking history as a reference, the rapid rise of the U.S. stock market this year may not be a good thing.
Data shows that when the s&p 500 index sets too many historical highs, the returns in the following year are usually lower.
Investors are flocking to the 'old economy', and the US stock market in this area is experiencing the 'perfect upward trend' conditions.
Bank of America believes that the economy is "ready" for a new round of spending cycles, creating perfect conditions for cyclical stocks to significantly outperform large cap in the coming years, with strong returns expected next year, especially in the manufacturing sector. Morgan Stanley and Goldman Sachs also favor cyclical stocks, particularly in the financial sector.
High premiums are playing out again, this time it's the s&p 500, while off-market funds are simultaneously lowering the purchase limits. When will the investment frenzy cool down?
①Since late November, there have been repeated warnings of premium risks, mainly involving the s&p 500 etf and the csi cons stap etf; ②The trading of on-exchange etfs is active, and off-exchange s&p 500 index funds have also announced a reduction in purchase limits in the past 3 trading days.
Top U.S. stock strategists: Investors are rushing into the 'old economy', and cyclical stocks will encounter a 'perfect storm'!
The chief U.S. equity strategist at Bank of America stated that a new spending cycle is poised to begin, creating opportunities for cyclical stocks to significantly outperform the market over the next few years.
Daily options tracking | Meta options earned 10 times overnight! Seeking commercial nuclear power for AI, stock price hits a historical high; "AI star stock" palantir rises nearly 7% again, multiple call options expiring this Friday earn over 5 times.
After intel's CEO retired, the board of directors is searching for a replacement, while a major shareholder sold $2 million in put options to bet on a rise in price.
The Fed's expected rate cut next year has drastically shrunk, and Powell may temporarily choose to "settle things peacefully"!
The market has spent two months reducing bets on the Federal Reserve's interest rate cuts next year, and the short-term adjustment may have been completed. Powell's dovish remarks could boost bonds and weigh down the dollar.
U.S. Futures, European Stocks Rise