Loose cycle meets "tariff wall", ex-Fed officials warn: Don't count on four rate cuts next year!
① Cleveland Fed former chair Mester said that if Trump's proposed global tariffs take effect, the Fed may cut interest rates less than expected next year; ② Mester stated that the market expects the Fed's rate cut to be less than the previous four times, which may be correct.
US stock early trading | The three major indexes generally declined, nvidia rose nearly 2% against the trend; high-performance stocks surged! Shopify rose more than 23%, sea rose over 15%
As of press time, the three major US stock indexes generally fell, with the Dow Jones index down 0.11%; the Nasdaq down 0.04%; the S&P 500 index down 0.07%.
U.S. stock outlook | Will Trump's "Super Week" come to an end? Goldman Sachs: U.S. stocks will enter a rotation market; all three major futures indices fell before the market, while high-performing stocks rose against the trend.
Taiwan Semiconductor fell more than 1% before trading, with news that Taiwan Semiconductor has stopped supplying mainland 7-nanometer AI chips; Home Depot expects full-year revenue growth of 4%, previously expected to grow 2.5% to 3.5%, rising more than 1% before trading; Shopify's third-quarter revenue of 2.16 billion US dollars exceeded analysts' expectations, with a net income of 0.828 billion US dollars, rising more than 13% before trading.
Wall Street strategists warn: The US economy still needs to pay attention to this key indicator!
Market participants generally believe that in most cases Trump will not implement tariff policies, but analysts doubt that the market is overly optimistic.
Is the replay of 1928, is the sharp rise in US stocks just temporary?
From Hoover's election in 1928 to the outbreak of the Great Depression in 1932, history has long proven that a stock market rebound does not necessarily mean economic prosperity. In this current US bull market, risks such as high valuations, debt pressure, and inflation are all accumulating.
Can Trump fire Powell? The attitude of the US Supreme Court is very important!
As speculation continues to grow about whether the newly elected president of the usa, Trump, may attempt to dismiss Federal Reserve Chairman Powell, Powell insists that us law protects him and other Federal Reserve governors from being dismissed before the end of their terms.
Daily Options Tracker | Tesla options volume surges! Bullish call up to $400; Cryptocurrency stocks skyrocket! MSTR one call option earns 54 times profit.
The volume of MARA options exceeded 0.9 million contracts, increasing more than twofold compared to the previous period, with a call ratio as high as 80%. The implied volatility rose by 38% to a relatively high level for the year, and both Coinbase and microstrategy have call ratios above 70%.
Small cap stocks soar beyond s&p 500, bond yields may become key.
This month, small cap stocks saw a strong rebound, with the e-mini Russell 2000 index outperforming the s&p 500 by a large margin, fueling speculation about the future market trend.
Express News | US media predicts that the Republican Party will win control of the House of Representatives.
Express News | Institutions: The Republican Party takes control of the House of Representatives in the USA, a 'red wave' is coming.
Futu Morning Post | 'Trump trade' continues to rise! Cryptos rise hand in hand with Tesla; only four seats away from taking the House of Representatives, Republicans close to complete control of Congress.
The People's Bank of China reported that RMB loans increased by 16.52 trillion yuan in the first ten months; Pan Gongsheng, the head of the central bank, stated that they are guiding financial capital to invest early, invest small, invest long-term, and invest in hard technology.
Lock in the finance minister target this week? The media reported that Trump tends to choose Wall Street veterans.
Media reports that former Soros Fund manager Scott Bessent, hedge fund tycoon Paulson, and former U.S. Trade Representative Lighthizer are all possible candidates for the Secretary of the Treasury; the Treasury Secretary interviews will be held at the Mar-a-Lago estate, with an expected five to eight candidates, each presenting their situation with a PPT demonstration and indicating their recommenders, for Trump to assess how important this person is to his inner circle.
U.S. stocks close: S&P index breaks through the key level of 6000 points for the first time, with Tesla and cryptos concept stocks soaring together.
① Most of the china concept stocks are up, nasdaq China Golden Dragon Index rose by 0.59%; ② MicroStrategy bought another 0.0272 million bitcoin; ③ Musk played a key role in the formation of Trump's future team; ④ US regulatory authorities have launched an investigation into honda motor.
Express News | Multiple institutions have reduced the number of interest rate cuts by the Federal Reserve next year.
US stocks early trading | Dow rose more than 1%, Salesforce rose more than 4%; 'Trump trade' continues to be hot, concept stock Coinbase rose more than 17%, Tesla rose more than 6%
On the evening of the 11th peking time, US stocks opened higher on Monday. The main stock indexes are trying to continue last week's uptrend. Bitcoin broke through $82,000. The market is focusing on the composition of the next US government and the monetary policy outlook of the Federal Reserve.
U.S. Stock Market Outlook: Three major futures are rising before the market, with the s&p 500 expected to once again break through the 6000 mark; cryptos concept stocks are collectively soaring, with MSTR and MARA both rising more than 10%.
Tesla rose more than 6% in pre-market trading, the company is improving the design of Optimus robot; Apple's self-developed 5G chip will debut as early as 2025, Qualcomm will suffer heavy losses; Trump may drive a financial wave, Morgan Stanley: will embrace the "influential" first two years.
Historic week comes to an end! The most anticipated event in the market this week: usa CPI.
Bank of America Merrill Lynch stated that the CPI and core CPI in the United States in October are expected to remain flat compared to the previous month, with increases of 0.2% and 0.3% respectively. This is unlikely to cause a significant change in inflation expectations and will not threaten the Fed's inflation target. Bank of America Merrill Lynch also emphasized not to go against market trends, as the post-election momentum typically lasts for the following weeks.
Options Outlook | Nvidia's performance day faces a test! Post-performance stock price volatility may reach 9.3%; Alibaba's call ratio approaches eight-tenths! The options market is hot, focusing on call orders.
The current implied volatility of MARA is ±11.6%. Compared to the previous four quarters, the price change after earnings was approximately 10.6%. The market expects the stock price to have intensified fluctuations this time. Statistical analysis of MARA's performance on the past 12 earnings days shows a 25% probability of price increase, with a maximum increase of +8% and a maximum decrease of -16.5%.
Tesla surged 29% last week, with a market cap exceeding 1 trillion! Who will be the next member of the "trillion market cap club"?
Tesla's stock price skyrocketed by 29% last week, closing at $321.22, with a total market value exceeding $1 trillion, and Musk's net worth also returned to over $300 billion after nearly 3 years.
"XinMi Federal Communications": If Trump wants to dismiss Powell, Powell will resort to legal action.
Powell has long been ready to fight back against Trump's threat of dismissal. For Powell, an unprecedented legal showdown is necessary, and he may even have to pay for it himself.