Has the U.S. bond market been 'spoiled'? Inflation may once again become the top priority for the Federal Reserve!
Closely monitor the two-year US Treasury yield, as it may reveal the direction of the Federal Reserve to investors more clearly than what Powell said.
US Stock Market Outlook | The US election dust settles! Global investors turn their attention to Powell; Initial jobless claims data released, narrowing gains in the three major index futures.
Xpeng's pre-market rise by nearly 6%, P7+ launched today, pre-sales orders hit a record high; Goldman Sachs: reiterates 'buy' rating for Nvidia, expects positive earnings revisions to boost stock price.
US stock market early trading | Nasdaq rose nearly 1%, nvidia rose over 1% to hit a new high! Growth tech stocks, Chinese concept stocks rose across the board, xpeng surged over 12%
The three major stock indexes in the U.S. rose and fell unevenly, with the Dow and Nasdaq hitting historical highs at the beginning of the session. As of the time of writing, the Dow fell 0.05%, the Nasdaq rose nearly 1%, and the s&p 500 index rose 0.43%.
Express News | Last week in the USA, the initial jobless claims for the first time were 0.221 million people, in line with expectations.
"Bond Vigilantes" target Trump, the "anchor of global asset pricing" dances again.
The financial markets believe that Trump's policies may lead to inflation and increase federal debt, causing US bond interest rates to rise.
Treasury Yields Hover Near 4-month Highs as Attention Turns to Fed
The Fed's interest rate cut tonight is without suspense! But there are two issues troubling the market.
The financial markets almost certainly believe that the Federal Reserve will continue to cut interest rates by 25 basis points at tonight's monetary policy meeting. But in a suddenly more complicated context, the focus of the market's attention is on the Fed's future work train of thought.
Daily options recap | Coinbase's call option soared 81 times! "Trump trade" bullish news released; Tesla surged 14%, the highest profit from call options was 7 times.
Nvidia rose 4% last night with large buyers purchasing 0.0856 million units of call options expiring this Friday, involving $43.5051 million; The single-day surge of Coinbase attracted short sellers, with large investors betting over $0.2 billion on a bearish outlook.
After returning to the White House, the Trump administration faces "five major economic challenges".
El-Erian said that Trump must find a way to reposition the economy while maintaining economic growth, addressing high budget deficits and rising debt issues, avoiding excessive use of favored economic tools, restoring usa's leadership position in the global economic and financial order, and adopting appropriate communication methods.
Fed Interest-Rate Cut Still Likely After Trump's Win but December Is Open
Dollar Pulls Back Ahead of Expected Fed Rate Cut
One article understands: How will 'Trump 2.0' affect the prospects of the Federal Reserve cutting interest rates?
①Trump's policies may disrupt the economic outlook of the United States, altering the considerations of the Federal Reserve's policies. ②Trump may influence the Federal Reserve by appointing key personnel, such as not reappointing Powell and nominating a vice chairman of supervision, etc.
The US stock market "exploded" overnight! Wall Street is bullish, s&p 500 is expected to reach 6600 points next year.
Looking ahead, many analysts on Wall Street continue to be bullish on the US stock market, even predicting it could rise to as high as 6600 points.
Trump may exert extreme pressure on the Federal Reserve to make a "historic rate cut".
USA real estate tycoons have stated that Trump's return to the White House will put pressure on the Federal Reserve to significantly cut interest rates over the next year. What can the re-elected Trump really do to the Federal Reserve, and what can he not do?
The crucial issue for the market: the sequence of "Trump 2.0" policies.
Analysis suggests that tariff policies are at the forefront, followed by deregulation which will also be implemented quickly. Tax reduction and industrial policies come later, with high uncertainty in the implementation of immigration policies. In terms of policy implementation difficulty, trade, diplomacy, and environment are lower than tax reduction, with immigration reform posing the greatest difficulty.
High tariffs vs. weak dollar: Trump can only choose one?
①The single-day sharp rise of the US dollar, like a towering pillar, may pose a significant problem for Trump, who is currently celebrating his election victory, in terms of how to balance the pros and cons of exchange rate appreciation and depreciation... ②Between a series of Trump's governing principles such as high tariffs and a weak US dollar, Trump can only choose one.
Powell falls into Trump's hands again, how will tomorrow's tough battle be fought?
Powell will need to assure global investors that the Fed can control the impact of Trump's second term and a possible upcoming "Republican sweep".
The Fed's interest rate cut in November was "no surprise," but has Trump's shadow already cast over Powell?
Wall Street is cutting back on its forecast for a Fed rate cut, with JPMorgan expecting a smaller rate cut after the election than priced in before. Bank of America believes the Fed may pause rate cuts, while Nomura predicts the Fed will only cut rates once next year, compared to the previous expectation of four rate cuts.
Futu Morning Post | Trump's trades sweep the market! Three major indices hit historical highs together; with the election settled, Wall Street adjusts down the expectations for Fed rate cuts.
First European Central Bank official to speak out after Trump's victory: closely watching, inflation may face huge impact; mortgage rates soaring along with US bonds, reaching the highest level since early July this year; jefferies financial: the pace of implementation of Trump's policies will dominate the future trend of the US dollar.
U.S. stocks closed | The three major indexes surged violently, hitting record highs together! The 'Trump trade' swept the market, with Tesla soaring nearly 15%.
Dow Jones posted its best two-year gain, small cap index rose nearly 6%, banks index surged over 10%, oil, steel, and crypto stocks soared, while European and American solar stocks all plunged, Trump's media technology surged nearly 35% before closing up by about 6%.