Where Is the US10Y Headed? Piper Sandler & Cantor Fitzgerald Offer up Differing Views
The Trump Cabinet 2.0 "Dream Team" is unveiled! Understand the economic views of the officials in one image.
The major team of Trump's Cabinet 2.0 has gradually taken shape, characterized by: first, loyalty is prioritized, and overall policy inclination is largely consistent with Trump; second, many candidates come from the business and financial sectors; third, the attitude towards China is generally tough.
US stocks in early trading | Nuclear power sector strong! CEG, VST up nearly 4%; most weight loss drug concept stocks are rising, Eli Lilly and Co. up 4%; Dow component stock Amgen down 11%, weight loss drug data fails to satisfy Wall Street
The market is currently digesting the Trump tax policies, with most auto manufacturers' stocks trending downward. Tesla, on the other hand, rose by 1% against the market; Donald Trump-related concept stock Rumble surged by 4%, planning to purchase up to $20 million worth of Bitcoin.
Daiwa's outlook for the US economy in 2025: the era of 'high inflation, slow growth' is coming, interest rate cuts entering the 'slow lane'.
Morgan Stanley believes that Trump's immigration and tariff policies will lead the usa economy to face the dual challenges of slowing growth and persistent inflation next year: GDP growth is expected to slow to 1.9%, while core PCE inflation will remain high at 2.5%. The Federal Reserve will remain cautious about the interest rate path and is expected to begin to pause interest rate cuts in the second quarter of next year.
U.S. stock market outlook: Bullish on weight loss drugs concept stocks! eli lilly and co, novo-nordisk a/s rose more than 4% in pre-market trading; Tesla's rival Rivian rose 10% in pre-market trading, approved for a loan of $6.6 billion.
Growth tech stocks rose overall before the market opened, with nvidia and AMD up 1%; cryptos concept stocks collectively fell, with MARA and cleanspark down over 5%.
Will Trump's policies severely damage the usa economy? Former Treasury Secretary Summers raised two major concerns.
①Former US Treasury Secretary Lawrence Summers warned that the economic policies of the Trump administration could trigger serious inflation shocks; ②He emphasized the two main concerns about the proposed economic agenda: massive demand-side stimulus and severe supply-side interruptions; ③Summers pointed out that if all of Trump's policies were implemented, the inflationary stimulus would far exceed any plans set by President Biden.
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
What does the nomination of Bessent by the USA Secretary of the Treasury mean for USA taxes and interest rates?
The reform of tax policies by Bencent may have to wait until the confirmation hearings for clarity, and his impact on the cost of consumer lending may be limited.
Options Daily Watch | Fearless of bearish attack! Tesla call options are actively traded; super micro computer has rebounded by over 100% from its low! Earn about 2 times with multiple call orders.
Major holder MSTR fell more than 4% overnight, with approximately 0.57 million options traded on the same day, with call options rising to 63%. Among them, the call order that expires on November 29 with a strike price of 1080 attracted fund speculation, accumulating a total of 0.0138 million contracts.
A new record! The usa federal debt surpasses 36 trillion dollars, and Trump's "Department of Efficiency" takes over the hot potato.
The usa debt has reached 36 trillion dollars, a historic high.
What does Treasury Secretary Yellen mean by US taxation, interest rates, and US debt?
Analysis shows that, in terms of tax policies, attention is focused on Bezent's testimony at the hearing; Bezent's remarks have little impact on interest rates, the key is how much the White House can leverage Bezent's reputation to prevent bond market fluctuations, Bezent may use 'unconventional' measures regarding the US debt ceiling issue. In addition, he will also play an important role in cryptocurrency regulation.
In the past 24 hours, three major events are igniting the global market!
In the past 24 hours, investors in various fields including the stock market, bond market, foreign exchange market, and csi commodity equity index market have identified key “themes” affecting their respective markets. And behind all these market trends, it can actually be attributed to three major events.
Futu Daily Briefing | Trump's first batch of executive orders issued! "Canada and Mexico" face a 25% tariff; the s&p 500 hit a new high during trading! The two major Wall Street investment banks: it will reach 6600 points next year.
Federal Reserve's Kashkari: Cutting interest rates in December is a reasonable consideration; California plans to introduce electric car purchase subsidies, with Tesla being excluded; U.S. judge dismisses Trump's alleged interference in the 2020 election case.
Fed Hawks: Considering lowering interest rates next month is reasonable.
Minneapolis Fed President Kashkari said it is still appropriate to consider another rate cut at the December meeting. Chicago Fed President Evans said he expects the Fed to continue cutting rates.
IShares 20+ Year Treasury Bond ETF Options Spot-On: On November 25th, 897.08K Contracts Were Traded, With 6.21 Million Open Interest
On November 25th ET, $iShares 20+ Year Treasury Bond ETF(TLT.US)$ had active options trading, with a total trading volume of 897.08K options for the day, of which put options accounted for 40.74% of
SA Sentiment: Is Lowering Taxes a Good Idea for the Economy?
U.S. stock morning market | Most growth tech stocks are up, intel up nearly 3%; super micro computer rebounds 16%, stock price has doubled from the low point; cryptos stocks plummet, Hut 8 down over 7%, MSTR down 5%
Berkshire Hathaway-B rose by 1%, Buffett converted his 1600 shares of Berkshire Hathaway Class A stock into 2.4 million Class B shares; AMD rose by 2%, reportedly interested in entering the mobile chip sector.
How will Trump 2.0 policies affect global capital markets? Bank of America Merrill Lynch lists three possible scenarios that may arise.
Bank of America Merrill Lynch believes that in the best-case scenario, the US GDP growth rate will exceed 3%, the US dollar will be slightly strong, and the gold price will be relatively low; in the worst-case scenario, aggressive tariff policies will impact global trade, exacerbate the risk of US recession, and cause a sharp decline in US stocks; in the tail risk scenario, the US economy will fall into stagflation, the US dollar will weaken across the board, and gold and cryptos will benefit.
US stock market outlook: Dow futures hit a record high! Cryptocurrency concept stocks strengthen pre-market, MARA rises over 5%; Palantir rises 4% pre-market, opening momentum at a record high! Wade Bush raises target price.
Macy's performance announcement has been delayed, and it fell 8% before the market opened; Rocket Lab surged over 8% before the market opened, completing two rocket launches in a short period of time.
The U.S. National Debt Has Reached $36T. Will the DOGE Help Fix It?