Beware of inflation rising again! Morgan Stanley suggests reducing exposure to the "seven giants" of the U.S. stock market and the "Trump Trade."
Morgan Stanley Wealth Management suggests that investors consider reducing exposure to Large Cap Technology stocks and the recently outperforming "Trump Trade," as the company believes these Assets carry downside risks in the context of rising inflation next year.
Wall Street speaks out: The Federal Reserve will pave the way for a pause in interest rate cuts this week.
Wall Street analysts believe that the Federal Reserve's rate cut in December may be the last for a while, and there is even a possibility of resuming rate hikes in 2025.
Barclays: It is expected that the Federal Reserve may gradually slow the pace of interest rate cuts after the December meeting.
Barclays expects the FOMC to lower the federal funds rate target range by 25 basis points to 4.25-4.50% at its December meeting, bringing the rate closer to the neutral level deemed appropriate by policymakers.
Express News | The seventh meeting of the China-US Financial Working Group was held.
Wall Street strategists: The Federal Reserve should not cut interest rates this week, or it may trigger a market bubble.
Well-known Analyst Yardeni believes that the Federal Reserve's pause in interest rate cuts may come too late, and that cutting rates now could ultimately lead to a 'vicious adjustment' in the market.
It's related to the Federal Reserve! The growth in productivity in the USA may continue.
Policymakers hold an open attitude towards the sustained growth of productivity, which may lead the Federal Reserve to reconsider its outlook on the economy and interest rate cuts.
In 2025, Trump arrives, will the fluctuations on Wall Street trigger an explosion?
Investors who expect the market to remain calm in 2025 need to be wary of more shock events like those in August, as the uncertainty surrounding Trump's tax and tariff policies may disrupt the market.
This week, the Federal Reserve's interest rate cut is nearly a done deal, but Powell may still strike a blow to the market.
This rate cut will be the Federal Reserve's third consecutive cut, and such a rapid pace of cuts cannot be sustained. Therefore, Powell must signal that a change will come next year, and how he conveys this message is crucial for the response of the deteriorating U.S. stock market.
Wall Street awaits the Fed's "hawkish interest rate cut": a pause in easing in January, and possibly a maximum of three cuts next year?
① The industry generally expects the Federal Reserve to stage a "hawkish rate cut" this week; ② While cutting rates by 25 basis points in December, Fed policymakers may be preparing to taper the easing trend in 2025 in response to the anticipated inflation rebound following the Trump administration's assumption of office.
Futu Morning Report | Goldman Sachs expects the Fed to "skip" interest rate cuts in January! Powell's speech may impact the market; Tesla surged over 6%, boosting the Nasdaq, and Quantum Concept stocks collectively exploded.
China's central bank has recently announced to appropriately reduce the reserve requirement ratio and interest rates. The State Council Meeting proposed to develop and strengthen long-term capital and patient capital; Bitcoin has surpassed 107,700 dollars, setting a new historical high, Ethereum has returned to 4,000 dollars, and most cryptocurrency concept stocks have risen.
U.S. stock market closing | The three major indexes had mixed results, with the Nasdaq increasing over 1% to reach a new high, while the Dow Jones fell for the eighth consecutive day; Broadcom surged over 11%, and Tesla rose over 6%, both reaching histori
The Dow Jones Industrial Average has recorded its longest losing streak since 2018; NVIDIA fell over 1%, marking its third consecutive decline; MicroStrategy, which was added to the Nasdaq 100 index, surged over 7% intraday before reversing to a loss, and Super Micro Computer, which was removed from the index, closed down over 8%. Chinese concept stocks fell over 2%.
Top economists: The Federal Reserve is facing a choice, and Powell may hint at pausing interest rate cuts in January next year!
Renowned economists indicate that in order to cope with inevitable decision points, the Federal Reserve must change its policy-making approach.
Technology, Consumer Discretionary Push Nasdaq Composite to Fresh Record High
Will Trump confront the Global community?! Top Wall Street forecaster: The four major driving forces of the stock market in 2025.
On Monday (December 16), top Analysts on Wall Street believe that a set of emerging themes is shaping the stock market outlook for 2025. Overall, the market expects the S&P 500 Index to continue rising, with an average Target Price indicating an upside potential of about 8%.
U.S. stock market morning | The three major Indexes are collectively rising, Broadcom surged nearly 9%, Tesla and Google both hit historical highs; Cryptos Concept stocks are strongly rising, MARA climbed nearly 7%, Coinbase rose nearly 4%.
On the evening of the 16th in Beijing time, several central banks will hold meetings this week and a large amount of important economic data will be released. Investors will focus on the Federal Reserve's monetary policy meeting in December.
CEOs in the USA are lobbying to "abandon tariffs," but Trump is not listening to their advice.
With less than two months left until the inauguration, Trump's tariff hammer has 'intensified,' and Company Executives are actively lobbying, hoping for a softening of aggressive policies. However, insiders indicate that Trump is 'not listening to advice,' and it's best for companies to accept the reality that the tariff pledges will soon be implemented.
Broadcom rises over 8% again, with a cumulative increase of over 35% in two days! Which company will become the next member of the "trillion Market Cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
The Federal Reserve may have to "tear up the script," and the dot plot is the main focus of the event!
Progress has occurred in the job market and inflation data, which came as a surprise to economists, and the Federal Reserve may have to reconsider the extent of interest rate cuts next year.
Express News | The three major U.S. stock indexes opened higher collectively, with the Dow Jones rising 0.11%, the NASDAQ rising 0.45%, and the S&P 500 Index rising 0.22%. Super Micro Computer fell nearly 14% as the company was removed from the NASDAQ 100 Index componen
Fed Decision Wednesday in Focus This Week