A week ahead | Powell and Fed officials speak intensively! The Fed's most favored inflation indicator is about to be released.
Micron Technology, Costco, and many other companies have successively released their financial reports. In addition, the Japanese stock market was closed on Monday for the autumnal equinox; on Tuesday, the Reserve Bank of Australia announced its interest rate decision, and RBA Governor Lowe will then hold a press conference on monetary policy; on Thursday, the Swiss National Bank announced its interest rate decision.
Is Now a Good Time to Invest in the US Stock Market?
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Federal Reserve's interest rate cut may not be bullish! Bank of America warns: bubble risks resurface, recommends buying bonds and gold.
The excitement in the stock market intensified the bubble risk after the Fed's rate cut, making bonds and gold attractive tools to resist economic recession or rising inflation.
China: How much 'enough' for interest rate cuts?
Amid market expectations, the Federal Reserve has initiated a new round of interest rate cuts through an 'unconventional' 50 basis point reduction, officially ending the tightening cycle that began in early 2022.
Futu Morning News | JPMorgan CEO questions 'soft landing': inflation fades too easily; Chip industry earthquake? Rumors that Intel will 'sell itself' to Qualcomm.
Apple's stock volume surged at the close, with the turnover jumping to the global number one; Taiwan Semiconductor and Samsung are considering building chip factories in the United Arab Emirates, worth over 100 billion US dollars.
Economic growth is paralleled with interest rate cuts, what stocks are American traders buying?
As the US Federal Reserve starts a rate-cutting cycle, Wall Street traders face a unique challenge in betting on the direction of the stock market - history is no longer a guide.
Economic growth is parallel to interest rate cuts, challenging investment strategies for US stock traders.
As the US Federal Reserve starts a rate-cutting cycle, Wall Street traders face a unique challenge in betting on the direction of the stock market - history is no longer a guide.
nvidia's special H20 chip order 'doubts'
① Some dealers have claimed that they can no longer place orders for Nvidia H20 chips, and some terminal manufacturers have stated that they will no longer accept H20 orders from certain domestic dealers. ② Rumors of H20 being discontinued have long been circulating in the industry, and its fate is being closely watched. ③ Multiple industry insiders have provided feedback that the delivery of H20 chips has exceeded the annual expectations.
Barclays: Don't go against the Federal Reserve, the opportunity for cyclical stocks has arrived.
Barclays pointed out that the first 50 basis points cut in interest rates highlights the Federal Reserve's determination to achieve a soft landing for the economy. As long as there is more data to support the rebound of the US economy, cyclical stocks are likely to rebound steadily. Pay attention to the US September PMI released this week and the upcoming third-quarter earnings season.
Express News | The probability of the Fed cutting interest rates by 50 basis points and 25 basis points in November is a tie.
The Fed's Bold Strategy [Video]
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Can interest rate cuts solve the "overvaluation risk" of US stocks and bonds?
Taking the 2008 financial crisis as a lesson, if the USA has already or is about to start declining, even a significant interest rate cut cannot prevent the arrival of a bear market. According to goldman sachs's latest research reports, if the economy has already entered a recession before the first interest rate cut, then the s&p 500 index is expected to drop an average of 14% in the next year.
iPhone 16 global launch: No super cycle, but don't overreact either?
According to Guo Minghao's previous report, the first weekend pre-order sales of the iPhone 16 series decreased by 12.7% compared to the 15 series. However, UBS Group pointed out that these data were obtained by analyzing the waiting time for the iPhone 16, and part of the reason for the longer waiting time last year was supply chain interruption.
In a big move, Warren Buffett reduced his holdings by 57 billion yuan in 2 months!
Buffett is still continuing to reduce his shareholding in Bank of America (BAC.US).