Is the global stock market rising all over the place reassuring? Goldman Sachs' top traders say it's not time for All-in yet, save some ammunition for after the election.
Goldman Sachs hedge fund research director Pasquariello pointed out that the prospects for 9.5 trillion US dollars of money market assets entering the stock market, based on the experience of eight interest rate cut cycles since 1984, show that the Fed's loose monetary policy usually triggers capital inflows into the money market rather than outflows. However, US stock investors should not despair, as Goldman Sachs expects share buybacks for both this year and next year to reach $1 trillion; a steeper preference in the US interest rate curve will strengthen financial stocks.
Top 20 Transaction Volume | Cryptos all rise, MSTR up over 11%, COIN nearly 8%.
Nvidia topped the US stock market turnover on Friday, closing up 0.78% with a turnover of $24.318 billion; Netflix, the second-largest streaming giant, closed sharply up 11.09%, reaching a historical new high in stock price with a turnover of $12.071 billion; Tesla, the third, fell 0.09% with a turnover of $10.964 billion.
US stocks closed | S&P, Dow hit new closing highs, Netflix soared more than 11% after earnings; Chinese concept stocks rose across the board, li auto inc rose more than 6%
1. China concept stocks are up across the board, with the Nasdaq Golden Dragon Index in China rising by 3.03%; 2. The US federal government has started investigating Tesla's FSD; 3. The US Federal Aviation Administration said it will launch a new round of safety reviews on Boeing; 4. Netflix hits a new all-time high, with the company's third-quarter performance and fourth-quarter performance guidance both exceeding market expectations.
ProShares UltraPro Short QQQ ETF Options Spot-On: On October 18th, 158.65K Contracts Were Traded, With 1.44 Million Open Interest
On October 18th ET, $ProShares UltraPro Short QQQ ETF(SQQQ.US)$ had active options trading, with a total trading volume of 158.65K options for the day, of which put options accounted for 11.74% of
Market situation changes unexpectedly! Is the "Trump trade" really sweeping the market again?
Although Trump's winning odds continue to rise in the gambling market, not everyone interprets this week's market trends as a 'Trump trade.'
Charlie Munger: We always have a tendency to think too highly of ourselves.
Although having high self-esteem usually brings negative effects to cognition, it can also lead to some bizarre successes, because sometimes excessive confidence just happens to bring about a certain success.
The U.S. presidential election is in full swing! The 'Trump & Harris trade' jointly refers to a new blue ocean of infrastructure investment.
As the November 5th US presidential election day approaches, the "Trump trade" and "Harris trade" once again become the focus in the US stock market.
Behind the bull market in US stocks, are there still 'undercurrents'? JPMorgan: The rise of the US dollar is a major threat!
①Mike Wilson, Chief Investment Officer at Morgan Stanley, stated that if the US dollar rises again, the bull market in the USA stock market may slow down; ②Due to investors' expectations of a slowdown in the Federal Reserve's easing cycle, the US dollar has already risen by about 2% this month.
The Fed's new indicators give the green light: QT can still move forward!
A monthly indicator released for the first time by the New York Fed shows that the reserves in the bank of america system are still abundant, indicating that the Fed can continue with algo tightening.
US stock morning market | Leading stocks soar! Netflix, Intuitive Surgical hit record highs together; Chinese concept stocks and etfs surge together, YINN jumps more than 12%, ke holdings rises more than 7%
As of press time, the three major indices show differentiated trends, with the Dow Jones falling by 0.45%, the S&P 500 rising by 0.19%, and the Nasdaq rising by 0.66%.
US stock market outlook: Chinese assets collectively rise before the market! YINN surged more than 15%, bilibili rose more than 7%; Goldman Sachs: debt conversion is the first step in China's fiscal big move, which will stimulate economic growth.
Trump claimed to have received a 'plea for help' call from Cook, involving Apple being fined heavily by the European Union; Is there still an 'undercurrent' behind the bull market of US stocks? Goldman Sachs: The rise of the US dollar is a major threat; The gold price continues to hit new highs! As risk aversion heats up, spot gold rises above $2,700.
Trump-favored candidate for "Fed Chairman" speaks out: A significant rate cut in September is very reasonable, supports a strong dollar, and the independence of the central bank is crucial.
Former economic advisor Kevin Hassett defended the Fed's rate cut in September, stating that this move is reasonable. He also criticized some of the Fed's decisions in recent years for being politically motivated, believing that the Fed has not achieved the necessary independence.
From the US dollar to US bonds, and then to bitcoin, the 'Trump trade' once again sweeps through the financial markets.
The 'Trump trade' wave closely associated with former President Donald Trump's victory is once again active in the global financial markets.
Daily options tracking | Semiconductors stocks are full of profit potential! Taiwan Semiconductor's performance sets a new high, call options skyrocketed by 400%, nvidia call options accounted for nearly 70%.
Alibaba fell over 2% last night, rebounded over 3% in pre-market trading, and options volume slightly spiked overnight, with the most active call option being the one expiring this Friday with a strike price of $105, with a trading volume and open interest of about 0.02 million contracts each.
Is the US stock market not calm tonight? 3 trillion US dollars in massive options expiring, Goldman Sachs: This time is different.
Goldman Sachs pointed out that as the US presidential election approaches and the expected significant drop has not yet occurred, the VIX volatility has not risen along with the s&p 500's increase. Investors holding put options need to consider the possibility of further rise in the US stock market.
Elliott Wave Intraday View: S&P 500 Futures (ES) Wave Five in Progress [Video]
Cryptocurrencies Price Prediction: Dogecoin, Ripple & Solana — Asian Wrap 18 October
Debon Securities: The mild decline in inflation in the usa, the cessation of rate cut trade, and the positioning of inflation trade.
From the perspective of the capital markets, when the Dow Jones performs well, the probability of the same party's reelection success is higher. Currently, the US stock market reflects the Democrats' advantage.
JPMorgan: The US stock market has begun to digest the results of Trump's victory.
October 18th, JPMorgan indicated that the US stock market has already started to digest the results of Republican candidate Trump's victory, or even a sweeping victory for the Republican Party.
US Markets End Mixed, With Dow at New High