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Is it stable? The probability of the Federal Reserve lowering interest rates next month has reached 80%.
① Last night, the completely market-expected usa October CPI data did not cause much of a stir in the market; ② However, the data performance still boosted market confidence in the Fed's interest rate cut next month, and stimulated a rebound in short-term US government bonds.
St. Louis Federal Reserve President: The Federal Reserve's goals are close to being achieved, and the policy should remain "moderately restrictive."
St. Louis Fed President Bullard said that the Fed's inflation and employment goals are close to being met.
Bank of America survey: After Trump's victory, U.S. stocks are expected to be the best assets in 2025!
① A Bank of America survey shows that fund managers expect that us stocks will become the best performing assets next year, driven by the business-friendly policies of the Trump administration; ② They also expect that the small cap index Russell 2000 will perform the best next year, as its lack of international exposure minimizes the risk of increased overall import tariffs.
Risk ignored by US stocks? JPMorgan Asset Management: Trump's tariff plan may trigger stagflation issues.
David Kelly, Chief Global Market Strategist at jpmorgan asset management, stated that Trump's radical tariff plan could slow down the global economy and pose upward pressure on inflation in the usa.
The Republican Party won a majority of seats in the House, but the slim advantage brings challenges.
House Republicans are expected to win a majority of seats in the next Congress, giving them unified control that allows Trump to have more say in budget and tax battles. However, given that the Republican majority is expected to be narrow and internal consensus may be difficult to achieve, this could hinder their efforts to advance Trump's agenda.
Express News | Citic sec: optimistic about the overall performance of the U.S. stock market in 2025, suggesting to pay attention to four main lines.