Express News | Mark T. Uyeda was promoted to acting chairman of the USA Securities and Exchange Commission (SEC), having served as an SEC commissioner since 2022.
Full text of Trump's inauguration speech: The Gold era in the USA begins now!
Trump described the severe situation in the USA, while claiming that "the Gold era of the USA starts now." The entire piece embodies the spirit of "the USA will rise again" and "America First," while announcing multiple related measures or policy guidelines.
US stock market early trading | Growth Tech stocks show a mixed trend! Google hits a historic high, Tesla drops over 4%; Pelosi's "stock build" TEM surges nearly 32%, space stocks are strong, RKLB rises over 19%.
3M's stock price rose by 6.4% at one point, with Q4 performance exceeding expectations and a positive financial outlook for 2025; Starbucks increased by 2.8% and will reduce some corporate staff.
Concerning Trump's tariff policy, this date is worth paying attention to!
The report submitted on April Fool's Day may determine changes in tariff policy...
Express News | The three major US stock indices opened high, with the Dow rising 0.49%, the Nasdaq rising 0.53%, and the S&P 500 Index rising 0.46%. Intel rose more than 2%, with rumors that Musk is a potential acquirer of Intel. Moderna increased by over 5%, receiving
Musk officially takes office, and the first department to be cut has appeared!
The efficiency department (DOGE) of the USA government led by Musk has begun operations, with the first task being the removal of the Chief Diversity Officer's Executive Committee website; supporters of Trump and Musk have already started celebrating this action, calling January 20th the "Day of DEI's Death."
U.S. stock market preview | The first Trade day of Trump's new policy! Three major futures indexes slightly increased; U.S. Energy stocks and aerospace stocks rose across the board before the market opened, with EON Resources surging over 60%.
The "Congressional Stock God" is at it again. Pelosi sold Apple and NVIDIA, bought Call Options on Google and Amazon, and purchased Call Options on Tempus AI.
Express News | According to Bloomberg: The White House spokesperson stated that Trump will announce a major infrastructure construction plan on Tuesday.
The Federal Reserve is about to hold a meeting, and officials will focus on two major challenges!
Although the Federal Reserve's MMF policy statement may not undergo significant changes, Powell's press conference will set the tone for the upcoming months.
The performance of technology giants has been announced one after another! After the earnings report, Tesla's fluctuation may approach 13%. How to use Options to hedge against volatility?
In the next two weeks, the earnings reports of the seven tech giants in the U.S. stock market will arrive one after another, with five of the seven companies set to release their results, which will likely stir up more "waves" in the market. In this context, analyzing the trading behavior in the Options market and calculating the implied volatility of individual stocks post-earnings reveals some "secrets" of stock price fluctuations.
The era of Trump 2.0 officially begins! An overview of the eight key points in the inauguration speech, which areas are expected to present good opportunities for layout?
Looking ahead, CITIC SEC stated that it is necessary to pay attention to the introduction and implementation progress of various executive orders by Trump, especially the progress of tariff-related issues and the approval status of Cabinet nominations by Congress. Whether these plans are implemented smoothly may become the key to whether the previously extreme "Trump Trade" can continue.
U.S. Economy to Continue Growing Amid Tax Cuts, Deregulation -- Market Talk
What is the appeal of Domino's Pizza, which has caught the attention of Buffett?
Domino's Pizza has a competitive advantage in the domestic market and significant opportunities in the international market. The company has also initiated new growth plans, which will create greater upward potential for valuation.
Wall Street tycoons: The real culprit behind inflation is this, and the data has confirmed stagflation in the USA!
Peter Schiff stated that although Trump played a significant role in the ceasefire negotiations, there will be many economic failures during his term, "these failures are already destined and cannot be changed."
"Mag 7" is no longer fresh? The new combination "MAGA 7" has emerged, with Tesla becoming the only dual superstar.
"MAGA 7" refers to the seven stocks that have seen the largest increase in stock price since Donald Trump won the election, with a Market Cap exceeding 15 billion dollars as of November 5. These include AppLovin, Robinhood, MicroStrategy, Tesla, Ubiquiti, Coinbase, and Williams-Sonoma.
The "Trump Trade" is facing a validation moment: the dollar has already fallen, what about the US stock market?
Analysis suggests that the U.S. stock market may experience a pullback in the short term due to disappointment, and historically, the U.S. stock market usually shows a downward trend in the months following the presidential inauguration.
The new debt king: The Federal Reserve's "no interest rate cut in December" is Powell's worst decision.
Gundlach stated that the Federal Reserve is in an awkward position, as Powell has only one policy tool to execute what he calls the "dual mandate" amidst high inflation and rising unemployment. He also mentioned that he has observed a significant rise in long-term yields during the process of the Federal Reserve raising rates, pausing, and then turning to cut rates, calling it "the worst experience".
Schroeder: The resilience of the USA economy is still present, but policy risks need to be monitored. There may be investment opportunities in small and medium-sized US stocks.
Schroder Investment stated that as Trump takes office again, the USA economy and policy direction have once again become the focus.
DWS: The likelihood of a continued strong rise in the U.S. stock market in 2025 is low, and Gold is expected to fluctuate within a narrow range.
DWS, a German Asset Management company, has released its market outlook for January 2025.
Interpretation of Trump's inauguration speech: return to normalcy, prioritizing domestic affairs.
Trump delivered his inaugural speech with the theme of "America First," emphasizing a return to common sense and calling for a return to simple, direct, and effective policy approaches. In particular, he proposed a series of executive orders that would be prioritized, involving borders, society, Energy, and industry, overall prioritizing domestic and economic issues over foreign issues.