The battle between bulls and bears on Wall Street: More important than the non-farm payrolls will be tonight's CPI?
Compared to the hot non-farm payrolls, what Wall Street perhaps least wants to see right now is the scorching CPI. With last Friday's non-farm payrolls already giving the USA market quite a shock, everyone may be watching tonight to see whether the USA market will surge into even more tumultuous waves on CPI night...
Under the double pressure of tariffs and the strengthening of the dollar, Emerging Markets stock markets have experienced a major sell-off.
Investors are concerned that under Trump's potential tariff and inflation policies, the uncertainty of the Federal Reserve's interest rate cut cycle will increase, and countries may devalue their own currencies to enhance export competitiveness, which will suppress the dollar returns of Emerging Markets.
New Crypto Accounting Rules Could Accelerate Corporate Bitcoin Adoption, Says CEO Of Leading BTC Miner — Mark-To-Market Standards 'Really Important'
Meta Plans To Cut 5% Of Staff, Backfill Roles In 2025, Says Internal Memo
The USA government's spending has skyrocketed, with a record high budget deficit in the first quarter.
Historically, the USA has never experienced such a large-scale deficit during times of strong economic performance.
Has NVIDIA drastically cut the Order for Taiwan Semiconductor's advanced packaging CoWos? What exactly happened?
According to reports, due to the discontinuation of the Hopper chip and the limited demand for the GB200A and GB300A chips, the corresponding CoWoS-S production capacity has been released, and NVIDIA has significantly reduced its CoWoS-S Orders for 2025. Nomura expects that NVIDIA's CoWoS-S Orders will decrease by 0.05 million pieces per month, which could impact Taiwan Semiconductor's revenue by 1%-2%.
Daily Options tracking | The implied volatility of the quantum computing "monster stock" RGTI has soared to 242%, with a Call position earning tenfold returns; Tesla's Call ratio has risen to 66%, and large investors have spent over 0.4 billion dollars on
On the last trading day, MSTR rose over 4%, with an Options Chain volume of 0.47 million contracts, and the implied volatility increased to 111%; on the Options Chain, there is a standoff between bulls and bears, with the highest Trade volume for the 400 dollar strike price call expiring this Friday at 0.016 million contracts.
Absolutely significant: "The most important inflation data in recent memory"! This scene may suddenly strike the Global stock and bond markets.
Investors and traders are highly focused on the December Consumer Price Index (CPI) data set to be released on Wednesday, as this data may significantly impact the trends in Stocks and Bonds markets.
Dow Rises Over 200 Points Ahead Of Inflation, Earnings Data: Greed Index Remains In 'Fear' Zone
Alphabet is experiencing a strong upward trend, while Amazon's prospects are unclear.
Alphabet started strong in 2025, while Amazon faces more uncertainty. The Earnings Reports season will reveal, and the future of Technology stocks is full of variables.
S&P 500 Still Dependent on Tech to Drive Growth This Season: Barclays
The U.S. Middle Cap stocks may hold good opportunities! Goldman Sachs: The S&P 500 Index is expected to surge to 6,500 points by the end of the year.
① Goldman Sachs strategists currently favor Middle Cap Stocks in the U.S. market, as their valuations are relatively low, with the PE far below other Stocks, while their growth rates are comparable to those of large companies; ② Goldman Sachs Chief Strategist David Kostin expects that Middle Cap Stocks offer better risk-reward; ③ Kostin also predicts that the S&P 500 Index will rise to 6500 points by the end of the year, an 11% increase from Tuesday's close, mainly driven by earnings.
Microsoft urges enterprises: prepare for the quantum revolution!
Microsoft forecasts the arrival of the quantum computing era, but experts indicate that this process may be slower than expected.
If the USA CPI achieves five consecutive increases tonight, will the Federal Reserve press the pause button on interest rate cuts?
Forecast analysts predict that the USA Consumer monthly report will show an increase for the fifth consecutive month.
Elon Musk's Tesla Leads The Pack In Top-Selling EVs In US In 2024: Ford, GM Follow
"Concerns about technological monopolies" are increasing, and weighted ETFs like S&P are becoming popular.
In the second half of last year, Invesco's S&P 500 Equal Weight ETF attracted approximately $14.4 billion, bringing its total inflow for the year to $17 billion, far surpassing the record inflow set in 2023. Analysts believe that investors are currently most concerned about concentrated risks, fearing that the market is too top-heavy. It is expected that this year, apart from the largest technology companies, other companies will achieve double-digit growth in earnings.
The TikTok ban is approaching! Xiaohongshu has internationalized overnight; what changes will occur in the ecosystem of social applications in the USA?
Xiaohongshu may be able to gain the attention of American users through the TikTok incident, but as user enthusiasm wanes and there is no local market marketing, it is difficult for Xiaohongshu to have the same level of influence in the USA as TikTok.
Blackrock warns: If the USA encounters these three situations, it advises investors to "hedge".
If these three factors are triggered, Blackrock is likely to enter a "risk-averse mode."
Mark Zuckerberg's Jiu-Jitsu Training Has Transformed Meta's Leadership Strategy, Says Gene Munster
Worried about the impact of U.S. debts? Bank of America Merrill Lynch: This is the "Gold pit" for bottom-fishing in AI U.S. stocks.
Merrill Lynch believes that in the long run, the stock market correction under the impact of US Treasury bonds can help investors eliminate the risk of an AI bubble in advance, and now may be a "significant Buy opportunity."