Will the Fed cut interest rates twice before the end of the year? Traders are becoming increasingly uncertain.
① As the outlook for the Fed's rate cuts becomes increasingly uncertain, bond investors are now starting to take defensive measures. ② Last week, higher-than-expected US CPI and mixed labor market indicators caused traders to further reduce their bets on the extent of Fed rate cuts this year, also pushing the 10-year US Treasury yield to its highest level since July.
The new round of financial reporting season for US stocks has begun, and these five major themes are worth paying attention to.
With the new round of financial reporting season already underway, the strong rally in the US stock market since the beginning of this year may face its biggest test.
Financial Sector Leads US Stock Market To New Heights
Futu Morning Post | Hong Kong stocks heavy! Hong Kong Chief Executive Carrie Lam will deliver her third policy address in office; Can Nvidia reach a new high? Morgan Stanley reveals: Blackwell's future one-year supply has been sold out.
The Ministry of Finance has released an important signal! It will introduce a package of incremental policy measures; the first china stocks etf's net assets have exceeded one hundred billion, overseas institutions emphasize the undiminished valuation advantages; the stock buyback trend in the Hong Kong stock market continues! Tencent is expected to complete the billion-dollar buyback ahead of schedule.
The current global market: Forget hard landing, trade re-inflation, be wary of Trump.
Rising inflation is favorable for risk assets and the dollar, but unfavorable for long-term bonds; as the US election approaches, political factors are gradually becoming an important variable affecting the market.
Bull Market Turns 2. Why Fewer Fed Rate Cuts Won't Rattle Stock Investors.
PPI Adds This Spin to Equities
Week Ahead: What Are the Financial Markets Watching This Week
Apple Might Release Cheaper Vision Headset as Early as Next Year: Report
Eli Lilly CEO Told UK Health Secretary Its Alzheimer's Treatment Could "Prevent" Disease: FT
Berkshire Hathaway Further Boosts SiriusXM Stake With $87M Share Purchase
Election Interference, Superchip Factories, And Trillion-Dollar Opportunities: AI Takes Center Stage
One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; Li Jiachao will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
Weekend reading | The 13th anniversary of his death, revisiting Steve Jobs' 100 thoughts.
On the 13th anniversary of Steve Jobs's passing, a compilation of 100 thoughts by Jobs was sorted out, covering his insights in innovation, entrepreneurship, products, management, life experiences, and other areas to express remembrance for this globally outstanding innovator.
Soft landing or hard landing? Bank of America's financial report suggests: no landing!
Consumer spending remains robust, moderate crediting conditions eased, coupled with anticipated inflation relief and declining interest rates, all provide support for the usa economy to avoid a hard landing.
Did Apple retreat in the face of difficulties? The autonomous driving road test was blown ahead of schedule by half a year, and the car building plan suffered another major setback.
①Recently, Apple has confirmed the cancellation of the autonomous driving car test license originally valid until April 30, 2025; ②From 2017 to now, Apple has continuously lowered its expectations for autonomous driving levels.
Institutions: It is still highly probable that the Federal Reserve will cut interest rates in November.
The US economic and CPI data for August and September have debunked the previous recession trade and excessive rate cut trades. Will there be any changes in the pace of rate cuts by the Federal Reserve in the future? We believe that two 25 basis point cuts within the year are still the baseline assumption, but we need to pay attention to the possibility that rate cuts next year may not meet expectations.
Walmart Names Chief Revenue Officer Seth Dallaire as Chief Growth Officer: Bloomberg
Weight Loss Drugs Have One Big Issue; These Companies Want to Fix It