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.
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.
The TMT Trade is booming, financial net Buy is the highest, hedge funds are aggressively acquiring Consumer stocks... Goldman Sachs summarizes the five major Trade themes of the U.S. stock market at the end of the year.
Goldman Sachs traders indicated that last week there was a significant increase in activity in the TMT Sector on the Goldman Sachs trading desk, with multiple seven-figure large trades occurring. Finance is the Sector with the highest net Buying, where Insurance, Consumer Finance, and Capital Markets are the sub-sectors with the highest net Buying. However, Industrial stocks faced some pressure due to market concerns over the long-term high interest rates in the USA, widespread tariffs, and a strong dollar.
A comprehensive understanding: What did Trump say at his first press conference after winning the election?
① The USA president-elect Donald Trump held his first press conference after winning on Monday (December 16); ② he said that during his first term, everyone was against him, while in this term, everyone wants to be his friend; ③ Trump spoke about foreign issues, stating that he will facilitate an end to the Russia-Ukraine war and promote an agreement between Israel and Hamas.
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.
DWS: Forecasts the Federal Reserve will reduce interest rates three times before the end of next year.
DWS has lowered its interest rate cut forecast from 5 times to 3 times before the end of 2025 (including one cut in December).
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.
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.
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