Musk causes a commotion at Capitol Hill, is a "Trump 2.0" prototype emerging?
Analysis suggests that Musk's recent act of detonating a political nuclear bomb may be a rehearsal for the Trump 2.0 era of Musk's action model, intended to exert pressure on Congress. However, some also say that the consensus at Mar-a-Lago is that Musk has proven to be an effective Weapon to pressure Congress and a scapegoat for any backlash.
Weekend reading | Zuckerberg and Ultraman launch the "second chip war".
Looking back at 2024 and looking forward to 2025, let insights transcend time to seek certainty for the future. This issue focuses on the chip networks and computing power of Silicon Valley giants.
By increasing shareholding in Occidental Petroleum, Buffett has contradicted one of his principles.
According to estimates from Barron's, reducing the shareholding in Apple caused Buffett to miss out on over $35 billion in earnings. Meanwhile, Occidental Petroleum and Sirius XM have both seen significant declines this year, with stock prices consistently below Berkshire's average buying cost. Buffett seems to be "pulling flowers and watering weeds."
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Federal Reserve dovish officials: Inflation has decreased significantly, and a moderate interest rate cut is expected next year.
① The Chicago Federal Reserve Chairman Goolsbee stated on Friday that he slightly lowered his forecast for next year's interest rate cuts but still expects the Federal Reserve to moderately cut rates next year; ② As a dovish official, Goolsbee will replace Cleveland Federal Reserve President Harmack next year and become a new voting member of the Federal Open Market Committee (FOMC).
Odds Now Nearly One in Five the Fed Does Nothing Next Year
As Quantum Computing Stocks Soar, Wall Street Analysts Take Bullish Stance
Wall Street Suffers Worst Week in Over a Month After Fed Delivers a Reality Check
Trending Stocks in Bearish Pre-holiday Week for U.S. Stock Market
The Stock Market Offers Slim Pickings - but Here Are Some Bargain-shopping Ideas
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This Fund Has a 20-year Record of Success and 7.5% Income Yield - Using Options
This Fund Has a 20-year Record of Success and -2-
Is the Federal Reserve turning hawkish? Morgan Stanley: I have seen this episode!
Morgan Stanley stated that the timing and magnitude of interest rate cuts depend on the implementation progress of the restrictive policies of the new Trump administration. However, the impact of these policies on economic activity may also be delayed. Therefore, while the Federal Reserve is currently hawkish, it may turn dovish later.
Why did the U.S. stock market rebound significantly? It comes from the key statements of this dovish Federal Reserve member.
Previously, he hinted that there might be a slowdown in the pace of interest rate cuts in 2024, which once sparked a reduction in market expectations for interest rate cuts next year. After seeing the latest inflation data, his recent remarks reaffirmed support for interest rate cuts, which undoubtedly provided a boost to the market.
Musk stands for the far-right party in Germany, which is criticized as interfering in the German election.
The Alternative for Germany (AfD) was established in 2013 and opposes European integration and the EU, as well as immigration. The domestic intelligence agency in Germany has listed the AfD as a suspected extremist organization.
Dominant market "narrative": Powell VS Trump.
After the Federal Reserve announced its interest rate decision, the U.S. stock market nearly erased all the gains since Election Day, reflecting a divergence in market narratives: last month's surging "Trump narrative" has cooled down, while the Federal Reserve's "hawkish" stance has shifted market focus back to inflation factors.
The Federal Reserve's "third-in-command": It is expected that interest rates will continue to be cut in the future, and the impact of Trump's policies has begun to be considered.
①Williams stated that he expects the Federal Reserve to implement more interest rate cuts, but the decision on rate cuts will depend on subsequent data, as monetary policy still suppresses economic growth momentum; ②Williams acknowledged that the impact of Trump's policy agenda has begun to influence his economic outlook.