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The first investment bank to abandon the expectation of a Fed rate cut in December has appeared!
Nomura predicts that the Federal Reserve will only cut interest rates twice more next year, and then pause rate cuts until March 2026.
How does Trump affect the USA's economy in 2025? Goldman Sachs: Inflation "first down then up", economy "weak in the beginning and strong later".
Goldman Sachs expects that, with the cooling of wage inflation, by the end of 2025, the core PCE inflation rate in the USA (excluding tariff impacts) is expected to decrease to 2.1%, but with the addition of tariff impacts, the inflation rate will be raised to 2.4%. The policies of imposing tariffs and expelling immigrants may drag down economic growth in early 2025, but in the long run, the implementation of tax reduction policies may stimulate consumer and investment.
Daily options tracking | Trump's assistance? Tesla rose more than 8% in pre-market trading, with a large single l bet on the rise last Friday; Palantir hit a new all-time high! Multiple call options made over 9 times profit.
Super micro computer surged over 17% in pre-market today, following reports that the company will submit a compliance plan to avoid (delisted) risk. The stock rose over 3% last Friday, with implied volatility soaring to 219.62%, reaching its highest level of the year, and call options saw a surge in demand, accounting for 44% of the total. On the options chain, among the expiring contracts this Friday, the call with a strike price of $23 had the highest volume, reaching 6,000 contracts.
What signal? Buffett's cash position has been increasing year after year, surprisingly coinciding with the trend of the Dow Jones Industrial Average.
Recently, the 'Stock God' Buffett once again 'cleaned out' stocks, which has attracted high market attention. The latest quarterly report shows that Berkshire continues to reduce its stock holdings, with the company's cash reserves reaching a historical high of $325.2 billion, an increase of 17.4% from $276.9 billion at the end of the second quarter.
Options long position abnormal! Will the US stock market be 'dangerous' next?
U.S. stock investors are making significant adjustments to their positions and starting to hedge...
Small cap stocks in the US stock market surged in this round, with valuations going up, but profits did not keep up.
Bank of America Merrill Lynch indicated that the sales growth of small cap stocks in the third quarter was negative and below expectations. Although the guidance for this earnings season has improved, it still appears weak compared to large cap stocks. However, over the next decade, the performance of small cap stocks may outperform that of large cap stocks.