US Stock Outlook | Is the unemployment rate in the USA showing warning signs? Societe Generale warns: there will be a risk of recession next year; AI chip stocks are soaring in pre-market, Broadcom has risen over 17% after earnings.
Meta has released a new AI model that will enhance the Metaverse experience; with multiple Bullish factors combined, Taiwan Semiconductor rose over 2% in pre-market trading; Eli Lilly and Co's Mounjaro has replaced Novo-Nordisk A/S's Wegovy, becoming the new favorite weight loss drug in the United Kingdom.
Trump discusses the possibility of war between the US and Iran: anything is possible, the situation is very unstable.
① The elected President Trump of the USA stated in a recent interview that he does not rule out the possibility of war between the USA and Iran; ② According to previous media reports, Trump will continue to exert maximum pressure on Iran during his second term.
Annual Review | The top ten soaring ETFs in the US stock market have been released! Cryptos ETFs surged over 210%, and Large Cap Index ETFs have become the "money-absorbing champion."
US stocks have plenty of highlights in various ETFs. These ETFs not only track the performance of various Indexes and Global Sectors, but also offer different leverage multiples for investors to choose from. Their earning potential and capital-raising capacity are both very strong, attracting attention and popularity in the market.
Will Trump be unable to achieve his goals? The tax reduction policy may not be able to drive economic growth in the USA.
Although Trump's tax reduction policy is easily accepted by voters, economists are cautious about the scale of the economic benefits that this policy can bring.
Wall Street's “last bear” Stifel: U.S. stocks will fall to 5,000 points by the end of 2025.
Bannister believes that high inflation may lead the Federal Reserve to maintain high interest rates, affecting the stock market's upward trend.
Daily Options Tracking | Broadcom surged over 14% before the market opens! Multiple Call orders are being placed in advance; the popularity of the Bitcoin mining company RIOT suddenly increased! The Options market is bullish up to 20 dollars.
Overnight, the Nasdaq fell from its historical Top Reversal, and major Technology stocks in the US generally declined, with a decrease in trading activity in the Options Chain. NVIDIA dropped over 1%, with Options Volume falling to 2.7 million contracts, while the Call ratio slightly decreased to 66.6%. On the Options Chain, the Calls expiring today with strike prices of $140/$138/$137 were the most popular, each with a Volume of over 0.11 million contracts.
Can global central banks transition from draining to releasing liquidity, allowing the stock market to surge again?
If the drying up of liquidity has not posed a significant obstacle to the market this year, will the improvement of liquidity next year become a tailwind for driving the market?
Criticism from two Democrats: Musk's Government Efficiency Department is "doomed to fail."
In the view of Democrats, Musk's DOGE Department of Government Efficiency is destined to fail because it focuses on the wrong objectives, employs the wrong methods, and has leadership issues. They believe that if DOGE wants to make a contribution, it should abandon its absolute monetary goals and instead focus on improving the Institutions' efficiency of government projects.
The short sellers in the US stock market have almost all turned bullish! Now only two Institutions remain bearish.
Wall Street is generally optimistic about the US stock market in 2025. Will these two Institutions become the "right minority"?
This week's US stock bull stocks | Technology giants hit new highs together! Quantum chips have been launched with great impact, and Google has risen 10% over the week; Tesla has soared more than 72% since election day.
This week, the Dow Jones Industrial Average fell 1.63%, closing at 43,914.12 points; during the same period, the S&P 500 Index fell 0.64%, closing at 6,051.25 points; the Nasdaq Composite Index rose 0.22%, closing at 19,902.84 points.
The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter
Key Levels and Divergences: What the S&P 500 Chart Is Telling Us
The Federal Reserve needs to be cautious, as Trump's tariff policy may cause a "permanent shock" to the CPI!
BNP Paribas stated that Trump will implement his tariff policy, and the Federal Reserve's inaction along with a stronger dollar is expected to suppress Gold prices in the second half of 2025.
Capital is accelerating Inflow, the scale of Global ETF has surpassed 15 trillion dollars, and active and leveraged ETFs are becoming new favorites.
In this wave of inflow, the USA is at the center, attracting over 1 trillion dollars as traders bet on a strong rebound of Wall Street Stocks. According to research institution ETFGI, this growth is mainly due to investors' massive shift from mutual Funds to ETFs, primarily active ETFs, leveraged ETFs, and those focused on government and CSI Enterprise bond Index debt.
The "beacon" of the USA stock market: Trump's ringing the bell is a positive signal for investors.
Stock market commentator Jim Cramer said that Trump's White House will very much support higher stock prices, which will make investing easier, and importantly, having a president who supports rising stock prices is crucial.
Trump's new move! Seeking to reduce or eliminate Banks regulatory Institutions, supporting USA dockworkers.
In the financial sector, there are reports that Trump's advisers are seeking to reduce or eliminate Banks regulatory Institutions.
How many times will the Federal Reserve cut interest rates in 2025? The market's expectations are too optimistic!
CME FedWatch shows that after December, the market now expects the Federal Reserve to possibly cut interest rates two to three more times by the end of 2025, with each cut being 25 basis points.
Interest rate cuts! Global central banks are competing to prepare for Trump 2.0, summarizing the monetary policy tone of the G10 central banks in one article.
On Thursday, the policymakers of the European Central Bank, Swiss Franc Central Bank, and Danish Central Bank all announced interest rate cuts; this undoubtedly instills confidence that they may continue to adopt easing policies in the coming year to mitigate the impacts of unknown factors such as trade tensions and geopolitical-induced currency fluctuations.
China Galaxy Securities: Inflation does not hinder the Federal Reserve from cutting interest rates in December, and there is still room for decline in 2025.
Currently, predictions suggest that the pressure from tariffs on inflation may be limited by 2025, and the risk of the CPI growth exceeding 3% in 2025 severely restricting the loosening of MMF policy may not be significant.
Goldman Sachs 2025 USA stock market outlook: the expected ROI of the S&P 500 Index will reach 10% in 25 years.
The performance of the Magnificent 7 stocks in the U.S. markets is expected to continue outperforming Other Stocks in that Index next year, but only by about 7 percentage points, the lowest level in seven years.