taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
Former Fed economist: There is nothing wrong with the Fed cutting interest rates significantly in September!
Former Federal Reserve economists have indicated that based on the data at that time, the US economy seemed to be experiencing a sharp slowdown. It now appears that the significant interest rate cut by the Federal Reserve "may be a mistake, but I would not call it a mistake".
Emerging markets are "on pins and needles", with the market worrying: Was the Federal Reserve's "50 basis point rate cut" in September wrong?
Market concerns that the Federal Reserve's significant interest rate cut in September may have been implemented too early and may be difficult to sustain. The borrowing costs in the USA may still remain high, leading to emerging markets assets potentially facing difficulties, causing global investors to hesitate.
Average daily interest burden of 2.4 billion USD, usa debt interest burden reaches a 28-year high! How long can the Federal Reserve hold out without lowering interest rates?
Net interest expenditure has exceeded the military project expenditure of the usa Department of Defense for the first time, accounting for approximately 18% of federal income, almost double that of two years ago.
Final sprint of the usa election! Harris spends a lot of money: Campaign spending as high as $0.27 billion in September.
Harris's team's fundraising scale also far exceeds Trump's: Harris raised a total of 0.222 billion US dollars in September campaign funds, while Trump only raised 63 million US dollars.
Bull market in US stocks expected to continue! Survey: s&p 500 expected to close at nearly 6000 points this year.
①According to the latest Markets Live Pulse survey, despite the upcoming US presidential election being a major uncertainty factor, the crazy rebound of US stocks this year is expected to continue until the final stage of 2024; ②According to the median estimate of 411 respondents, the s&p 500 index is expected to close at 5977 points this year, about 2% higher than the closing price of 5865 points last Friday.