Late night broadcasting! Powell: The economy is strong, the Federal Reserve does not need to rush to cut interest rates, there is time to understand the impact of Trump's policies.
Powell stated that labor market indicators are returning to more normal levels consistent with the Federal Reserve's full employment target; inflation will continue to decline towards the target of 2%, although there may be occasional fluctuations; the interest rate path is not preset and depends on data and economic outlook. If the data tells us to slow down rate cuts, slowing down is the wise choice; Congress generally believes that the Fed's independence is very important, concluding prematurely on the policies of the Trump administration. The Fed will act cautiously before policy is more certain; the impact of AI may be later and greater than we expect.
Top economists: The three major driving forces behind the bull market in U.S. stocks are running out.
American economist Rosenberg pointed out that since the most important bullish factors in the US stock market have reached extremes, there may be a period of limited returns in the future.
The usa "antitrust queen" is tightening her grip in the final moments of her term, investigating microsoft's cloud computing business.
①Sources revealed that the United States Federal Trade Commission (FTC) is investigating Microsoft's cloud computing business; ②Previously, there were allegations that Microsoft used unfair licensing terms to lock in customers and control the cloud computing market; ③Before President-elect Donald Trump took office, FTC Chairman Lena Khan hoped to intensify antitrust actions in the final stages of her term.
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Long-Time Tesla Bull Rages As Elon Musk Reportedly Backs Trump's Plan To Ax $7.5K EV Credit: 'Insanity'
J.P. Morgan strategists: The year 2025 is full of uncertainties, and the Federal Reserve may pause interest rate cuts!
①jpmorgan market strategist Karen Ward expects the Federal Reserve to pause after the rate cut in December to assess the impact of Trump's policies on the economy. ②Federal Reserve Chairman Powell also stated in his latest speech that the US economy is strong, no need for immediate rate cuts, and will carefully monitor inflation indicators.
Blackrock launches large-cap stock etf in the usa, betting that large companies will continue to dominate the market.
Blackrock has launched an exchange-traded fund (ETF) that invests in the top 20 large companies in the usa.
Powell's hawkish speech severely undermines interest rate cut expectations, and the global market is facing a "new storm"!
① In his latest speech, Powell stated that with a strong economy, the Federal Reserve is not in a hurry to cut interest rates; ② This hawkish statement quickly stirred up a storm in the global markets.
Mohamed El-Erian Criticizes Fed Chair Powell's Interview Performance: 'He Struggled With Some Of The Smart Questions'
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
Joel Greenblatt Amplifies SPDR S&P 500 ETF Trust Holdings in Latest 13F Filing
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Cathie Wood Keeps Betting On Amazon's 'Haul' Play: Ark Loads Up $6M Worth Of Shares
Desktop version of ChatGPT is open to Windows users, supporting photo recognition and voice communication.
① Files, photos/screenshots can be uploaded for chat Q&A without switching browsers multiple times, seamlessly integrating work with ChatGPT; ② The desktop version of ChatGPT can be used with multiple programming tools, simplifying developers' workflows; ③ Cross-platform access and management represent a new evolution in AI creation and collaboration tools.
The heat of the 'Trump trade' is still on, but how long can it last?
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Berkshire Hathaway announced Q3 holdings: significantly reduced holdings of Apple and Bank of America, opened positions in Domino's Pizza.
①Berkshire Hathaway's total holding position market value at the end of the third quarter was $266 billion, slightly down from $280 billion in the previous quarter; ②After selling off shares of Apple and Bank of America, Berkshire Hathaway's cash reserves in the third quarter have increased by $48 billion, rising to $325.2 billion, setting a new historical record.
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom