Interesting election tidbit: Americans are crazy about "shopping therapy", but their wallets can't handle it!
①Under the influence of a series of uncertainties such as the general election and the economy, many Americans, especially young people, choose to relieve their anxiety through "doomsday consumerism"; ②But the fact proves that their wallets cannot withstand it.
At the last minute, US Treasury bonds "bet on Harris", bitcoin "bet on Trump"!
Bond traders increased their bullish bets on US bonds at the last minute, switching options, futures, and cash positions to bullish; while bitcoin continued to support Trump, rising more than 2% on Wednesday, surpassing the $71,000 threshold.
Trump leads by 95 votes over Harris with 35 votes! bitcoin at 0.0714 million hits a record high, usd index soaring, gold and US bond markets in turmoil
The latest election results show Trump leading Harris by 95 votes. Bitcoin surged to $71,446, reaching a new high, while the USD index soared to 104.21. Trump's trade triggered intense volatility in the gold and US bond markets.
Is it Explosive Profits or a Bag? Wall Street Faces a Key Moment
This is a cross-asset trading guide on the USA presidential election.
Market fluctuations are nothing to fear! Goldman Sachs: The possibility of U.S. stocks 'turning bearish' after the election is less than 20%.
Goldman Sachs recently stated that investors may feel anxious about the volatility related to the election, but the market conditions are good, which can help avoid a significant plunge into bear market territory after the election vote; Goldman Sachs analysts believe that the likelihood of a stock market decline exceeding 20% - a signal of the beginning of a bear market - is only 18%.
Futu Morning Post | Global Attention! The USA election enters the final showdown moment; Goldman Sachs: Fasten your seatbelts on election day, any clear outcome will severely impact the volatility of US stocks.
Technology giants drive the simultaneous rise of the three major indexes, with nvidia's market cap rising to first in the world; super micro computer falls nearly 15% after-hours, second-quarter net sales outlook lower than expected.
Harris is ahead of Trump? The options market sees a surge in bullish bets, while long positions in government bonds hit a three-month high.
As opinion polls show Harris gaining an advantage in a potential showdown with Trump, there has been a clear short-term call betting trend in the usa options market recently.
"Bond Guardian" returns! Regardless of who wins, will US bond yields still hit 5%?
Bond investors are "voting with their feet," betting that the continued interest rate cuts by the Fed and the expansionary fiscal policy of the next government will push up long-term inflation. Once the yield on the 10-year U.S. Treasury bonds is pushed up to 5%, it will impact the Fed's subsequent rate-cutting actions.
US stock market early trading | Three major indices rise together, 'Trump trade' heating up across the board! DJT up nearly 13%, cryptos concept stocks on the rise; growth tech stocks generally up, palantir soars over 20% after earnings.
As of the press time, the three major US stock indices collectively rose, with the Dow up 0.44%, the Nasdaq up 1%, and the s&p 500 index up 0.72%.
Before the USA election, the top five busiest trades.
The 10-year U.S. Treasury yield has rebounded by about 70 basis points from the recent low, while the U.S. dollar has also rebounded by 3.3% from its low point. Bitcoin fell after hitting a historical high last week, with bank stocks and clean energy stocks rising and falling by about 5% respectively in the past month, but both reversed course on Monday. DJT has risen over 180% since its low point.
The most likely two scenarios for the USA presidential election, how to trade? This is the answer from Goldman Sachs.
Daiwa stated that the market is still inclined towards Trump winning and the Republicans sweeping Congress. In this scenario, if the volatility of US bond yields remains limited, cyclical stocks will perform well. At the same time, the possibility of Harris winning and Congress being divided is also increasing, in which case consumer stocks affected by tariffs and wind power stocks will perform well.
US Stock Market Outlook | The peak battle of the US election! Trump's technology stocks surged more than 9% in pre-market trading, while the three major US stock index futures rose slightly, and Chinese concept stocks rose collectively.
Well-known Wall Street bear 'surrenders'! Bullish on s&p 500 to rise to 6100 points before the year-end; Palantir surges over 14% pre-market, Q3 earnings exceed expectations, raising annual revenue guidance; Super Micro Computer faces new crisis amid accounting scandal, nvidia rumored to transfer orders to other suppliers.
Express News | On the day of the general election voting, the U.S. bond market is jittery, and the volatility indicator has reached a one-year high.
Did the Fed cut interest rates by 25 basis points in November to stabilize? Major banks collectively warned: the subsequent easing path may be less than expected!
Last week, a series of economic data in the usa indicated that inflation continued to slow, signs of cooling in the labor market, while consumer spending remained robust. However, the core issue currently facing the policymakers at the Federal Reserve is: how long will these trends continue, and at what level should interest rates remain stable?
Direct hit on the USA election: When is the earliest possible outcome of this election?
The earliest time the results of this year's usa election will be announced. Market volatility is likely to soar, traders need to do risk management.
How will the sector rotation of US stocks develop after the election? JPMorgan has provided four possible outcomes.
JPMorgan expects that the red sweep will introduce positive policies, tax cuts, and relaxed regulations in key industries such as energy, banks, industry, and transportation, while the blue sweep may not be as favorable to the stock market. It is expected that Democrats will prioritize financial measures targeting green energy, medical care reform, and potentially increasing corporate taxes.
Daily options tracking | Up 14% after hours! Palantir pre-earnings options trading volume increased by 1.2 times; US bond etf call options made a profit of 200%, implied volatility level approaching historical highs before the election.
Nvidia rose by 0.48% yesterday, with its market cap surpassing Apple to become the global number one at one point. A big player bought calls worth 3 million USD; there are 45 million USD in put options on SPY, with big players betting on a drop in the S&P 500 by the end of the year.
SA Sentiment: Debt Is the Top Economic Issue for U.S. Voters
On election day, what are the trustworthy aspects of the 'Trump trade'?
In a series of 'Trump trades,' which ones are truly effective 'Trump trades'? And which ones may be mere imposters or misrepresentations?
Taking history as a mirror: What has been the trend of the US stock market after each major election?
History shows that the stock market in the USA typically rises after presidential elections, but first, it is necessary to prepare for some short-term fluctuations.