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S&P 500 Index Newsroom
"Wall Street's smart money" becomes cautious: beware of a decline in the U.S. stock market in the second half of next year!
A well-known Wall Street bull pointed out that the historical precedent of the U.S. stock market achieving a continuous 20% annual return suggests that the performance of U.S. stocks may be worse in the second half of next year.
Wall Street interprets CPI: Without changing the “gradual easing” of the Federal Reserve, strong core inflation supports the suspension of interest rate cuts in January
Analysis suggests that the CPI, which meets expectations, demonstrates that the cooling of inflation has basically stagnated in recent months. While this is not enough to disrupt the year-end bull market in U.S. stocks, it also means that an interest rate cut next week is not guaranteed, especially with the potential inflation upward risks brought by Trump's tariffs and fiscal expansion next year drawing attention. The yield on 10-year U.S. Treasuries first fell and then rose.
U.S. Stock Outlook | All three Equity Indices are declining, as the market focuses on PPI data.
On December 12th (Thursday) in Pre-Market Trading, the three major US Equity Index futures fell altogether.
Almost 100%! Wall Street is convinced that the Federal Reserve will definitely cut interest rates next week.
Analysis suggests that the Federal Reserve will not deviate from the path of interest rate cuts in December, and there is reason to remain optimistic about the downward trend in inflation, with the most stubborn housing inflation normalizing, and seasonal factors possibly fading in the inflation reports over the coming months.
Daily Options tracking | Google surged for two consecutive days! The highest increase for call options was nearly 14 times; Tesla's stock price reached an all-time high, and Options trading continued to be explosive.
NVIDIA rose over 3%, with Options trading on that day reaching 3.1893 million contracts, and the proportion of Call Options has been increasing for several days, currently at 68.5%. Among these, the Call Options with a strike price of $140 expiring on December 13 had the highest Volume, with 0.269 million contracts traded.
The worst start to a new fiscal year! The budget deficit in the USA is soaring.
Government spending in the USA has surged, and Musk's government efficiency department is expected to accomplish great things, but any cuts to spending could provoke resistance...
US Stock Market Gold Mining | Five major Technology giants soar together! Tesla joins hands with Google, Amazon, and others to create historical highs; Broadcom jumps over 6%, partnering with Apple to produce AI Chips, the market focuses on tonight's perf
Unexpectedly turned a profit, GameStop's performance exceeded Wall Street expectations, soaring over 7% after the announcement; semiconductor materials and equipment company Astera reached a new high, with an increase of 240% since going public this year.
Wall Street's major bulls: S&P 500 will rise then fall next year, with a maximum increase of up to 16%.
FX168 Financial News Agency (North America) reports that Fundstrat holds an optimistic outlook for the stock market in 2025, but its predictions are not as optimistic as in previous years.
The Nasdaq has reached 0.02 million points, and analysts pour cold water on it: it's just a case of "eating the food of the next year."
Historically, the U.S. stock market usually performs well in December, especially in the second half of the month, but this year investors seem to be overly enthusiastic, with analysts suggesting that the current gains are overextending future potential.
Three expected differences of Trump 2.0.
Source: Xue Tao Macro Notes Author: Tianfeng Macro Song Xuetao. The market's perception of Trump's second term has formed increasingly fragmented expectations in terms of policy implementation and specific policy impacts. Currently, the market universally expects better outcomes next year, which requires caution. In the first month after the election, from the unexpectedly strong cabinet selections to the sudden announcement of considering tariffs on Canada and Mexico, the uncertainty and complexity of Trump 2.0 are fully demonstrated. This increases the difficulty for the market to predict the implementation and impact of Trump 2.0 policies, creating some increasingly fragmented expectation gaps. The first type of expectation gap is contradictory policies leading to...
Will the new FTC chairman ease regulations for Google? On Wednesday, U.S. technology stocks surged collectively thanks to his contributions.
① On Wednesday, U.S. technology stocks rose sharply, and in addition to the frequent good news from tech giants, Trump's appointment of Andrew Ferguson as the new chairman of the Federal Trade Commission also sparked optimism; ② Ferguson is one of the five current commissioners of the committee, and the market expects that his appointment may lead to an end to the antitrust investigation against Google's parent company, Alphabet.
The "Wall Street Oracle" predicts that the U.S. stock market will rise then fall next year, with Trump and Musk posing risks for the decline.
① Tom Lee, the co-founder of Fundstrat, known as the "Wall Street Oracle," predicts a mid-year target of 7000 points for the S&P 500 Index in 2025, with a year-end target of 6600 points, reflecting an overall increase of 8%. ② He believes that supporting factors for the US stock market next year include interest rate cuts by the Federal Reserve and Trump's tax cut policy, but Musk's Government Efficiency Department and Trump's tariffs may hurt the USA GDP.
Trump is reportedly going to ring the bell at the NYSE today; what does this signify?
① According to media reports, the USA's incoming president Trump will go to the NYSE on Thursday to ring the opening bell and deliver a speech; ② There are reports that Trump will be named Time Magazine's Person of the Year for 2024, but this has not yet been confirmed by Time; ③ Since Trump's announcement of victory, the three major US stock indices have risen repeatedly, with the market encouraged by promises of tax cuts and deregulation.
The Nasdaq is at 20,000 points! Besides US Treasury bonds, American investors are Buying everything.
After the release of USA's November CPI data on Wednesday, investors seem to have finally "confirmed" that the Federal Reserve's interest rate cut next week is a done deal; financial markets across asset classes on Wednesday also appeared quite uplifting; apart from the decline in USA Treasuries, investors are buying everything else - USA stocks are rising, Gold is rising, the dollar is rising, Crude Oil Product is rising, and Cryptos are rising...
Trump's first day in office plans revealed: plans to issue more than 25 executive orders to reshape US policy
According to media reports, Trump plans to issue more than 25 executive orders on his first day in office, attempting to significantly reshape USA government policies on a range of issues from immigration to Energy; Sources say that Trump has told his team that he aims to "make a splash" with a series of executive orders on his first day.
Futu Morning Post | Pushing US Stocks to Reach New Highs? Trump will ring the opening bell for the NYSE on Thursday; star tech stocks hit new highs, and Bitcoin will rise to 0.1 million dollars
The AI transformation was bumpy, and Adobe's revenue outlook for 2025 fell below expectations, falling more than 8% after the market; Apple launched Siri integrated with ChatGPT, and it is reported that the iPhone SE 4 will be released around March next year.
Interact with Wall Street! Trump will ring the opening bell for the NYSE on Thursday
On Wednesday EST, according to Bloomberg, US President-elect Trump plans to appear at the New York Stock Exchange and ring the opening bell on Thursday. As a staunch supporter of the stock market, Trump often sees market performance as a litmus test for economic policy, and promoted tax cuts and deregulation during his first term, helping the stock market reach new highs over and over again. Trump has conveyed his interaction with Wall Street to the market this time, and the market is also looking forward to his upcoming policies.
Express News | CITIC Securities: Inflation in the USA may drive 'hawkish rate cuts'.
NASDAQ reaches 20,000 point milestone! Tesla led a group of tech giants to reach new highs. Has the Christmas market started?
Historically, every year on the seven trading days after Christmas, that is, the five trading days at the end of the year and the first two trading days of the following year, investors tend to go long, and US stocks are likely to rise. This seven-day market is called the “Christmas market.” The data shows that in the past 70 years, the S&P 500 index has an 80% chance of rising in these seven trading days.
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, with Meta, Amazon, and Netflix all reaching new highs. Nvidia rose more than 3%, and Broadcom rose nearly 7%. At one point, ultra-microcomputers fell more than 8%. The decline narrowed, and Fanduo turned up more than 11%. The US CPI for November is betting on cutting interest rates next week. Interest rate cuts may be suspended in January next year. US dollar and US bond yields will rebound in V shape, and spot gold will be the highest in five weeks. The yen dived below 152, and the offshore renminbi once fell more than 300 points to 7.29 yuan. After the Bank of Canada cut interest rates sharply, Canadian dollar and Canadian bond yields turned up, and oil prices rose by about 2%.