Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas each year, including the last five trading days of the year and the first two trading days of the following year, investors tend to be bullish, with a high probability of the U.S. stock market rising, known as the "Santa Claus Rally." Data shows that over the past 70 years, the s&p 500 index has an 80% chance of rising during these seven trading days.
US Stock Outlook | Most china concept stocks are rising in pre-market, with miniso soaring 16%; Bank of America’s 2025 investment strategy is coming! Bullish on small cap stocks.
Tesla rose 1.8% in pre-market trading, starting to launch the latest version of FSD, V13.2; the small cap drone stock UMAC surged over 21% in pre-market, with Trump's eldest son joining the company's advisory board; the record rise in the US stock market lays the foundation for an increase in December, and market sentiment is optimistic.
BofA Merrill Lynch's Hartnett Outlook 2025: Q1 US Dollar, US stocks, Q2 non-US stocks, gold and commodities for the whole year, US bonds bottoming at 5%.
Hartnett advises to take a chance in 2025, buy 'usa prosperity' in Q1, especially small cap stocks; buy non-US stocks in Q2, betting on Europe/Asia moving towards easing; inflation may rise higher than expected, bullish on csi commodity equity index, US bond yields reaching 5% is a huge opportunity, buy chinese stocks to hedge the AI bubble.
Former Federal Reserve "third in command" warns: The Federal Reserve has three important issues that have not been considered!
Former New York Fed Chair Dudley stated that there are three important issues that seem to have been left out of the Federal Reserve's mmf policy framework review agenda.
Daily options tracking | Multiple Tesla end-of-the-world call options are nearing a doubling, exposing the latest progress of siasun robot&automation; nvidia states that it is accelerating chip supply, and a big client splurged 9 million dollars on calls.
Two bitcoin ETF options with volume entered the top 20 ETFs, last Friday, BITO options traded 4.0783 million contracts, surpassing QQQ to take second place.
US Stock Nuggets | Black Friday sales are hot with surprises! Shopify and Mastercard hit new highs for the year; receiving strong government subsidies, Rocket Lab surged over 6% last Friday.
In the field of AI, apple is reportedly planning a major overhaul of Siri, with a rise of over 1% in the previous trading day and a cumulative increase of over 3% in the week. The stock price hit a new all-time high again.
Dalio: Trump coming to power will push the global community into a "survival of the fittest" new era!
①Ray Dalio, the founder of Bridgewater Fund, believes that Trump's second term will bring about a significant shift in global order; ②Dalio said that based on Trump's choice of key positions, his team will promote a more selfish and ruthless global order; ③Dalio refers to Trump's team as a 'corporate raiders'-style reform and indicates the end of an era dominated by the USA.
Trump's 100-day plan is in place! All Republicans are paving the way for tax cuts.
①Trump has not taken office yet, but has already promised many bold reforms, including a large-scale tax reduction plan; ②Republicans are crafting a hundred-day agenda, focusing on extending a $4 trillion tax reduction plan, lowering corporate tax rates, and eliminating consumption taxes, among others. ③Tax reduction policies may increase pressure on the US fiscal deficit, but Republicans believe that tax cuts can promote economic growth, thereby reducing deficit pressures.
The first year of 'Trump 2.0', goldman sachs and the key disagreement with the market: the Federal Reserve!
Goldman Sachs does not agree with the market's hawkish expectations for the Fed's interest rate cut path next year. On one hand, Goldman Sachs believes that the Trump administration's policies are unlikely to lead to significant inflation that would prevent rate cuts; on the other hand, Goldman Sachs thinks that the market underestimates the significant impact risks that substantial policy changes could have on the financial markets, which could trigger a response similar to the 'insurance-style rate cuts' seen in 2019.
How will the US stock market perform in December? The answer lies in historical data! Here are 5 things worth investors' attention.
Aristotle once said, "To appreciate the beauty of snowflakes, one must endure the cold of winter." So, as the US stock market is about to enter the end of the year, in what manner will investors be able to appreciate a magnificent snowy landscape?
Another relative of Trump has been reemployed! The father of the son-in-law will serve as a senior advisor for Arab and Middle Eastern affairs.
On Sunday, the elected president of the usa, Trump, stated that he would appoint Lebanese-American businessman Massad Blos as his senior advisor for Arab and Middle Eastern affairs; Blos is the father of Trump's youngest son-in-law. This means that Trump’s foreign policy team has added another person with a familial relationship.
Non-farm 'quality inspector' strikes hard! Will Trump's trade be overturned?
Trump's trade is about to undergo a quality check with non-farm, which is very crucial for the Federal Reserve.
Super week is approaching! Will the "Non-Farm Payrolls + Powell" set the tone for the global market by the end of the year?
A series of labor market data, including the crucial November non-farm payroll report released on Friday, will have a significant impact on the Federal Reserve's rate-cutting plans; numerous Federal Reserve officials, including Chairman Powell, will also deliver speeches this week, which will be particularly critical in the context of recent expectations that the Federal Reserve will cut rates soon and then slow down.
The record rise of the US stock market lays the foundation for an increase in December, with Wall Street filled with optimism.
Due to recent outstanding performances and historical trends boosting market sentiment, this year may have even greater upward potential.
Will Trump 2.0 exacerbate the level of the stock market bubble in the US?
The new term of the Trump administration is about to come on strong, with its top priorities including large-scale expulsion of illegal immigrants and threats of triggering a global trade war. Conflicts in Europe and the Middle East are still ongoing.
The US non-farm kicks off December trade, will the US stock market's 'feast' continue to party?
On Friday, the US Bureau of Labor Statistics will release the employment report for November. The latest data on job vacancies, private sector wage growth, as well as data on service and manufacturing activities, will also be released throughout this week.
Futu Morning Post | S&P hits historic new highs again! It is challenging the strongest annual increase after the millennium; American drone small cap stocks ride on the 'Donald Trump concept', soaring more than 9 times in November.
To add fuel to the December actions, the Governor of the Bank of Japan mentioned that the wage trend is key to raising interest rates; The hottest asset after the US election: the US bitcoin ETF single-month net capital inflow hits a record; It is said that Meta is planning to build a global underwater communication network, with a total investment amount possibly exceeding $10 billion.
From the "Reagan Big Cycle" to the "Trump Big Cycle": the unchanging and the changing.
Ping An Securities believes that looking ahead to Trump's second term, inflation risks may lead to higher U.S. bond yields and increased volatility in U.S. stocks, while escalating trade protectionism may strengthen the dollar in the short term. The forces of "de-dollarization" are more likely to support gold prices in the medium term.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 66.0%.
Can the US Share Market Keep Delivering? Spotlight on the 'Magnificent Seven'