Will there be a rate cut in December? The Federal Reserve's voting members this year have been "playing Tai Chi": regardless of whether they lower rates or not, interest rates should continue to decline.
This year, as with other Federal Reserve officials who spoke on Monday, Fed Chair Daly expected future rate cuts to continue, but did not commit to taking further action this month, stating that inflation continues to trend down towards the 2% target, and even with another rate cut, monetary policy would remain restrictive.
Learning from history, the rapid rise of the U.S. stock market this year may not be a good thing.
Data shows that when the s&p 500 index reaches too many historical highs, the returns in the following year are usually lower.
Understand it in one picture! When to focus on US stocks, when to layout global: all depends on "it"
For Wall Street traders, when should they concentrate their efforts on positioning in the US stock market? When should they diversify their funds and invest in overseas markets? The answer may lie on a very familiar chart: the 10-year US Treasury yield.
Investors are flocking to the 'old economy', and the US stock market in this area is experiencing the 'perfect upward trend' conditions.
Bank of America believes that the economy is "ready" for a new round of spending cycles, creating perfect conditions for cyclical stocks to significantly outperform large cap in the coming years, with strong returns expected next year, especially in the manufacturing sector. Morgan Stanley and Goldman Sachs also favor cyclical stocks, particularly in the financial sector.
Top U.S. stock strategists: Investors are rushing into the 'old economy', and cyclical stocks will encounter a 'perfect storm'!
The chief U.S. equity strategist at Bank of America stated that a new spending cycle is poised to begin, creating opportunities for cyclical stocks to significantly outperform the market over the next few years.
Daily options tracking | Meta options earned 10 times overnight! Seeking commercial nuclear power for AI, stock price hits a historical high; "AI star stock" palantir rises nearly 7% again, multiple call options expiring this Friday earn over 5 times.
After intel's CEO retired, the board of directors is searching for a replacement, while a major shareholder sold $2 million in put options to bet on a rise in price.
The Fed's expected rate cut next year has drastically shrunk, and Powell may temporarily choose to "settle things peacefully"!
The market has spent two months reducing bets on the Federal Reserve's interest rate cuts next year, and the short-term adjustment may have been completed. Powell's dovish remarks could boost bonds and weigh down the dollar.
U.S. Futures, European Stocks Rise
As the end of the year approaches, will the "Christmas market" in the US stock market arrive as scheduled?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
As the end of the year approaches, will the "Christmas rally" in the US stock market arrive as expected?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
The new round of "trade war", Trump is unlikely to win.
Since 2017, some significant changes have occurred, one of which is that china no longer relies on the usa market as it did in the past, which means china has multiple countermeasures to choose from.
Short positions are about to vanish! The s&p 500 index hold positions are "completely one-sided".
Citigroup pointed out that the position of the Standard 500 index has reached a new high for the fourth consecutive week, and more and more short sellers are surrendering. In contrast, the european stock index has been in a net short position for several weeks, with 100% of the bulls in a losing state.
Wall Street's highest target price released! Wells Fargo & Co: s&p 500 expected to reach 7007 points by the end of next year.
On Tuesday, wells fargo & co stock strategist Christopher Harvey and his team released the target level of 7007 points for the s&p 500 index by the end of 2025; This is the highest target price given by mainstream Wall Street investment banks, indicating that the s&p 500 index is expected to rise by about 16% by the end of next year.
"Magical" Wednesday! There are major highlights in Asia, Europe, and America, as the market awaits Powell's speech before the period of silence.
At 2:45 AM Peking time on Thursday, Federal Reserve Chairman Powell will deliver his last speech before the blackout period ahead of the Fed's December meeting.
Has the market made a choice? Bank of America: Trump may be more important than non-farm payrolls!
Bank of America's latest report advises investors: Don't place too much emphasis on Friday's non-farm payroll data...
Trump has finally compromised! The transition team has signed the official background check agreement with the Department of Justice in the USA.
① The team of USA's incoming president Trump has reached an agreement with the Department of Justice, allowing the FBI to conduct background checks on the nominee and members of the transition team, to support the government transition; ② This agreement was originally planned to be signed on October 1, but the Trump team was reluctant to sign it, slowing down the entire process; ③ Trump's nominee for Secretary of Defense, Pete Hegseth, may become the focus of the background check as he has been accused of sexual assault and alcohol abuse.
Bank of America Securities: destocking cycle has ended, bullish on usa cyclical stocks in 2025.
Analysts at Bank of America Securities suggest that cyclical stocks in the USA should perform well in 2025.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
Trading volume TOP 20 | Apple rises over 1% again, stock price continues to hit a historical high; palantir rises nearly 7%, the company's cloud computing service receives 'high authorization' certification
On Tuesday, the top trading volume of US stocks was nvidia, up 1.18%, with a turnover of $22.843 billion. The second was Tesla, down 1.59%, with a turnover of $20.39 billion. The third was apple, up 1.28%, hitting a new historical high in stock price, with a turnover of $9.384 billion.
U.S. stock market close | The Nasdaq and S&P hit new highs! Apple has risen for seven consecutive days, reaching a historic high, while palantir soared nearly 7% to refresh its historical high.
Citigroup strategists point out that as the s&p 500 index repeatedly hits new highs, bearish investors are surrendering. Investors are overwhelmingly long in s&p 500 index futures positions, with a decrease in bearish sentiment.