The first Federal Reserve decision of this year is coming! A "pause in interest rate cuts" seems almost certain, what other highlights are there?
The market expects a 97% probability that the Federal Reserve will hold steady this week, paying attention to the qualitative statements on tariff impacts in January's FOMC. Goldman Sachs anticipates that tariffs may raise inflation by 0.3 percentage points in one go, but this won't change the overall downward trend, and the interest rate cut window will still open.
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?
Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.
Express News | U.S. stocks opened with the Dow Jones down 0.77%, the Nasdaq down 3.58%, and the S&P 500 Index down 2.2%. Semiconductors led the decline, with NVIDIA falling over 12% and Taiwan Semiconductor dropping over 11%. On the news front, DeepSeek raised concerns
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
"The PDD Holdings of the AI world, DeepSeek, is impacting the Global stock market, but Analysts say the significant drop presents a good opportunity."
The rising popularity of the low-cost AI model DeepSeek in China has shaken investors' confidence in the profitability of American technology giants in AI.
Express News | Traders have raised their bets on a Federal Reserve interest rate cut, fully digesting a 50 basis point cut within the year.
Trump vs. Powell, who will dominate the global market this week?
Analysis suggests that if the Federal Reserve chooses to delay interest rate cuts this week, it may become a hindrance to the rebound of U.S. stocks and provide a temporary respite for the bond market. However, Trump can influence the Federal Reserve's decisions through fiscal policy. The market is now closely watching Trump's every speech, as "this marathon-like game has just begun."
Trump keeps calling for the Federal Reserve to cut interest rates, but Wall Street does not agree with his view.
① Trump hopes that the Federal Reserve will lower interest rates immediately, but Wall Street expects the rates to remain at 4.25%-4.5%, due to the strong USA economy, tariffs, tax cuts, and immigration restrictions pushing inflation higher. ② The Chief Investment Officer of ABP Invest predicts that the resilient USA economy and Trump's policies will increase inflation expectations, forcing the Federal Reserve to raise interest rates starting in September.
Trump fired the "first shot" in the tariff war, and Colombia made comprehensive concessions!
The White House announced that the Colombian government will accept unlimited repatriation flights, and tariffs and sanctions on the country will be postponed.
Express News | USA Equity Index continues to decline, with S&P 500 Index futures down 1.3% and Nasdaq futures down 2.3%.
U.S. Vice President Kamala Harris commented on inflation: RBOB Gasoline and grocery prices will decrease, but it will take some time!
① The Vice President of the USA, Vance, stated that prices in the USA will begin to decline, but it will take time. He praised the work efficiency of President Trump within five days of taking office and mentioned that he will work with Congress to create jobs and reduce prices through executive orders. ② Vance believes that addressing the Energy price issue will help lower everyday costs, and Trump has taken measures to reduce Energy prices.
DeepSeek is gaining popularity, Global chip stocks are collectively declining, and NVIDIA dropped over 5% in night trading.
PDD Holdings is making a big impact in China's AI sector!
The interest rate cut cycle has experienced its first pause. Is the Federal Reserve preparing to act discreetly?
To avoid disrupting the market, the Federal Reserve may kick off "a boring start to a turbulent year" ...
"Super Data Week" is coming! The Federal Reserve and the earnings reports of technology giants are being bombarded one after another. Can the U.S. stock market still withstand the test under Trump 2.0?
As the S&P 500 Index just recorded its best performance for the first four trading days of a new president's term since Ronald Reagan took office in the first week of 1985, a wealth of economic news in the coming week will test whether this rally is solid.
Goldman Sachs: Economic optimistic expectations and "animal spirits" ignite a new "Trump Trade", these US stocks are worth paying attention to!
Goldman Sachs strategists believe that the optimistic attitude towards economic growth and the release of 'animal spirits' are two key 'Trump Trades'.
Trump retaliates against Colombia's "refusal to accept": 25% tariff + sanctions, and this is just the beginning!
① Trump will take comprehensive retaliatory measures against Colombia, including increased tariffs and sanctions, because Colombia rejected the USA military aircraft's repatriation of immigrants; ② Trump instructed the USA government to impose a 25% tariff on Colombian Commodities, increasing it to 50% a week later, and implementing a travel ban on Colombian officials.
Wall Street hopes that Trump's immigration policies will be lenient, otherwise the economy will face destructive impacts.
Strategists and analysts believe that Trump's immigration policy is a costly gamble.
The USA has once again reached its debt ceiling, and the stock market is expected to soar.
Trump's Trade may drive the stock market up during the early days of the new president's administration, but the tailwind from the Bonds market might continue to boost the stock market in the coming months.