"Santa Claus market" is long overdue, Analyst: there will still be opportunities after the holiday!
The so-called "Santa Claus rally" may come later this year than in previous years, but late is better than never.
2024 financial events summary! The Federal Reserve's interest rate cut cycle has officially begun, with the U.S. stock market, Bitcoin, and Gold all reaching new highs, and NVIDIA's Market Cap even temporarily topping the Global rankings.
In 2024, with the Federal Reserve's first interest rate cut in four years, Global Assets flourish, with Japanese stocks, Gold, US stocks, Bitcoin, and others breaking historical highs one after another. Chinese Assets experienced an epic surge in October.
Wall Street 'agrees' with the Federal Reserve: predicts that the 2Y U.S. Treasury yield will drop by 50 basis points next year.
According to Zhitong Finance, Wall Street is forecasting that short-term USA Treasury yields will fall by 2025, despite the looming threats posed by the trade and tax policies of incoming President Trump on the Bonds market. Strategists' predictions are largely consistent, believing that the 2-year USA Treasury yield, which is more sensitive to Fed rate policy, will decline. They expect that 12 months from now, rates will fall at least 50 basis points from current levels. The JPMorgan Asset Management team, led by David Kelly, stated in the company's annual outlook: "While investors may be short-sightedly focusing on the speed of interest rate cuts next year and
Consumer confidence in the USA has dropped for the first time in three months, as concerns about Trump's tariff increases grow.
① In December, the Consumer Confidence Index in the USA fell to 104.7, below the expected value of 113.2, marking the first decline in three months; ② An increasing number of consumers are mentioning politics and tariffs, with 46% of respondents expecting tariffs to raise the cost of living, while 21% expect tariffs to create more jobs in the USA.
Futu Daily News | The Federal Reserve FOMC voting committee has a new lineup in the new year! The policy stance is expected to further polarize between dovish and hawkish factions; with the Christmas holiday approaching, Hong Kong stocks open half a day t
The NASDAQ 100 Index has been rebalanced, with the weights of Tesla, Meta, and Broadcom decreasing; competition in wearable devices is intensifying! Meta plans to add a display to its smart glasses; the "Santa Claus rally" is late this year, Analysts say there will still be opportunities after the holidays.
The collapse of Global interest rates may have just begun! Will the Federal Reserve be forced to cut interest rates four times next year?
Analysts pointed out that the decline in Global interest rates will lead to the Inflow of capital into U.S. Treasury bonds. Given that the Federal Reserve will not counter market interest rates, the Federal Reserve may cut interest rates four times in 2025.
Top 20 by transaction volume | Apple slightly rises, stock price hits a new historical high! Bitcoin temporarily fell below $0.093 million, and MSTR dropped nearly 9%.
On Monday, Tesla, the number one in terms of US stock turnover, closed 2.27% higher at $31.065 billion; the second-place Nvidia traded 3.69% higher at $24.242 billion.
Goldman Sachs: Avoiding a government shutdown in the USA is useless, the future selling space for US stocks is even greater.
Goldman Sachs pointed out that last Friday, on "Triple Witching Day," the trading volume of U.S. stocks reached its highest level in history, and from Monday to Thursday of last week, the scale of short selling of U.S. stocks by hedge funds was the largest since early January.
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.
Nasdaq 100 rebalancing shuffle: Tesla, Meta, and Broadcom weights decrease, while Apple and NVIDIA weights increase.
The Nasdaq 100 has made another rebalance adjustment after last July, reducing Tesla's weight from 4.9% last Friday to 3.9%, Broadcom's from 6.3% to 4.4%, and Meta's from 4.9% to 3.3%.
Hong Kong stock market morning report for December 24: The three major U.S. Indexes closed higher, and HKEX will have a half-day trading session due to Christmas.
① Consumer confidence in the USA has declined for the first time in three months. ② The three major US stock indices collectively closed higher on Monday, with most China Concept Stocks showing strength. ③ Musk criticized the Federal Reserve, claiming there are absurdly many employees under Powell. ④ The NASDAQ 100 Index is rebalanced, with the weight of Tesla, Meta, and Broadcom decreasing. ⑤ HKEX will have a half-day Trade session on Christmas Eve.
Express News | The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%.
Global X S&P 500 Index ETF Declares $0.06000 Dividend
Trump 2.0 is coming soon! These are the areas that investors are focusing on.
Investors in the USA are preparing for a series of changes that are set to occur in 2025.
U.S. stock market in the morning | All three major Indexes turned to decline, with the Dow down 0.7%; some Growth Tech stocks rose, AMD surged over 4%, Broadcom increased nearly 4%, and Apple hit a new high during the session; the Cryptos Concept stocks c
On the evening of the 23rd in Peking time, US stocks opened mixed on Monday. The market is preparing for a shortened trading week due to holidays, and trading is expected to be relatively light this week.
Express News | In December, the USA's Conference Board Consumer Confidence Index was 104.7, with an expectation of 113, and a previous value of 111.7.
The bad news from the U.S. stock market may have been fully digested! It's time for investors to focus on this type of Stocks.
The bad news may have already been fully absorbed, and factors such as profits, valuations, and long-term underperformance are expected to help value stocks catch up.
The FOMC committee members have undergone a major turnover! With more hawks taking positions, will the Federal Reserve's policy stance undergo a "dramatic change" in 2025?
As the time approaches 2025, the annual rotation of voting members of the Federal Open Market Committee (FOMC) will also occur, and the addition of new members may somewhat increase resistance to further interest rate cuts.
US Stock Preview | The NASDAQ 100 component adjustments will take effect tonight! Three companies have been included; quantum computing stocks are crazy before the market! QBTS rose more than 20% in the premarket
Broadcom stirs up the AI Chip market again! Multiple major banks raise their Target Price; Robotaxi accelerates deployment, and Tesla rises 3% in pre-market trading.
Lennox Joins S&P 500 Index