Is the US stock market in trouble? DeepSeek and the US dollar are dismantling the 'Trump Trade'!
The head of JPMorgan's US stock strategy stated that the entire USA market is feeling pain as the "American exceptionalism fully takes effect."
US stock market outlook | The three major futures are slightly rising before the market opens! Chip stocks and Nuclear Power stocks are rebounding collectively, Vistra up over 4%, NVIDIA up over 2%; USA President Trump: DeepSeek sounds the alarm for the U
The AI craze has helped software giant SAP's cloud business sales increase by 27%, with the CEO praising DeepSeek; tariffs are increasing monthly! The new treasury secretary of the USA is promoting a "gradual universal tariff" starting at 2.5%, increasing by 2.5% each month, up to a maximum of 20%.
The first interest rate meeting of the year is coming this week! At a time when the market is shaky, Powell's tone may become the key focus.
Analysts indicate that Powell's tone on inflation issues is crucial for Wall Street, and there is clearly a potential black swan.
The lower the president's approval rating, the better the performance of the U.S. stock market.
There is an inverse correlation between the president's approval ratings and the performance of the US stock market. Currently, Trump's approval ratings are low, which puts him in the best position for a Bullish US stock market that can generate above-average ROI.
What are the trends in US Treasury bonds and US stocks? Latest views from Blackrock, Fidelity, and Wellington.
Recently, foreign giants such as Blackrock, Fidelity, and Wellington have voiced their views on the future of U.S. Treasury bonds and U.S. stocks.
The U.S. Senate has confirmed Becerra as Secretary of the Treasury; what challenges will he face?
Besant is a strong advocate of Trump's economic agenda, which focuses on tax cuts and imposing high tariffs.
Futu Morning Report | DeepSeek has released an AI model late at night causing a stir! It experienced several outages during the day; Apple has reclaimed the title of "Global Stock King"! NVIDIA's Market Cap has fallen below 3 trillion USD, slipping to thi
Vanke: Xinjie elected as the chairman of the 20th Board of Directors, Shenzhen State-owned Assets: has enough "bullets" to support Vanke; Wall Street investment banks bet that Tesla's sales this year will not meet Musk's expectations.
Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
Express News | Traders have raised their bets on a Federal Reserve interest rate cut, fully digesting a 50 basis point cut within the year.
Trump vs. Powell, who will dominate the global market this week?
Analysis suggests that if the Federal Reserve chooses to delay interest rate cuts this week, it may become a hindrance to the rebound of U.S. stocks and provide a temporary respite for the bond market. However, Trump can influence the Federal Reserve's decisions through fiscal policy. The market is now closely watching Trump's every speech, as "this marathon-like game has just begun."
Trump keeps calling for the Federal Reserve to cut interest rates, but Wall Street does not agree with his view.
① Trump hopes that the Federal Reserve will lower interest rates immediately, but Wall Street expects the rates to remain at 4.25%-4.5%, due to the strong USA economy, tariffs, tax cuts, and immigration restrictions pushing inflation higher. ② The Chief Investment Officer of ABP Invest predicts that the resilient USA economy and Trump's policies will increase inflation expectations, forcing the Federal Reserve to raise interest rates starting in September.
The interest rate cut cycle has experienced its first pause. Is the Federal Reserve preparing to act discreetly?
To avoid disrupting the market, the Federal Reserve may kick off "a boring start to a turbulent year" ...
Goldman Sachs: Economic optimistic expectations and "animal spirits" ignite a new "Trump Trade", these US stocks are worth paying attention to!
Goldman Sachs strategists believe that the optimistic attitude towards economic growth and the release of 'animal spirits' are two key 'Trump Trades'.
Wall Street hopes that Trump's immigration policies will be lenient, otherwise the economy will face destructive impacts.
Strategists and analysts believe that Trump's immigration policy is a costly gamble.
The USA has once again reached its debt ceiling, and the stock market is expected to soar.
Trump's Trade may drive the stock market up during the early days of the new president's administration, but the tailwind from the Bonds market might continue to boost the stock market in the coming months.
Futu Morning Report | The Federal Reserve's interest rate decision is set to make a major impact this week! The Global financial markets will welcome a 'Super Central Bank Week'; DeepSeek is generating heated discussions overseas! Its popularity surpasses
51 votes to 50, the U.S. Senate approved the appointment of new Defense Secretary Heger Sesth; Zuckerberg expects Meta's capital expenditure to reach up to 65 billion dollars in 2025, exceeding Analyst expectations; an emergency team is hastily assembled for AI! Apple Executive Vice President Kim Vorrath has started to take charge of AI and Siri work.
Holiday Reading | "Hedge Fund God" Druckenmiller's latest remarks on "Trump 2.0": discussing tariffs, inflation, AI, and still shorting US Treasury bonds, among other topics.
Druckenmiller is known as the "greatest money-making machine in history," so when this master speaks, traders in markets around the world listen attentively.
Is the U.S. stock market welcoming the best presidential term start in 40 years? Wall Street: It's simply an unexpected delight……
① Whether it's the U.S. stock market or Global investors, there seems to be quite a bit of excitement in the first week of Trump's presidency... ② The S&P 500 Index rose 1.7% this week, likely marking the best performance in the first five Trade days of a presidential term since Reagan's inauguration in 1985; ③ This enthusiasm has even spread to the Global markets, with benchmark stock indices rising across countries from Asia to Europe to Latin America.