U.S. stock market early session | The three major indexes showed mixed results, with Tesla rising about 4%; cryptos concept stocks generally rose, with Coinbase up over 4%.
Peking time on the evening of the 5th, the US stock market opened on Thursday with mixed gains and losses. Bitcoin broke through $0.1 million for the first time, reaching a historic high, with the market betting on improvement in the USA virtual currency regulatory policies. The increase in initial jobless claims in the USA last week exceeded expectations.
Express News | US Weekly Initial Jobless Claims 224000 Vs 215000 Forecast, Prior 215000
U.S. stock market preview | Cryptos concept stocks are celebrating! MSTR is up over 8% in pre-market; blackrock advises further shareholding in U.S. stocks.
Taiwan Semiconductor is preparing to start producing Blackwell chips in Arizona early next year; xAI reportedly ordered $1.08 billion nvidia AI servers.
Survey: After Trump's victory, the optimism among executives of usa companies has significantly increased.
① Two surveys show that after Donald Trump won the presidential election, USA business executives' optimism about the economy and their own Business prospects significantly increased; ② Trump promised during his campaign to lower corporate taxes and reduce regulation, while threatening to impose tariffs on USA trading partners, a policy that could trigger inflation.
Sell Tesla stocks! The global "most bullish retail investor" is shifting focus, investing in short-term US government bonds.
After Tesla's increase of 38% in November, Tesla's "most outstanding retail investor" Leo KoGuan has recently publicly stated that he is selling Tesla stocks and investing the funds into short-term usa treasury bonds.
Powell 'repeats the old tune', while Woller has a 'clear attitude', understanding the attitudes of various Fed officials towards the rate cut in December.
Powell stated that the USA economy is currently in a good state, and it is expected that the FOMC will gradually lower interest rates to a neutral level; Bullard bluntly said, 'inclined to support rate cuts at the December meeting.' San Francisco Fed President Daly and Fed Governor Kuggel also stated that there is uncertainty in rate cuts.
Every options tracking | The next AI 'unicorn' ? Marvell Technology soared by 23%, end of day call orders made a profit of 14 times overnight; Nvidia options call ratio rose to 70.4%, market focuses on the next generation Blackwell.
The "large holder" microstrategy rose 8.72% yesterday, with two overnight options l over 50 million dollars, and another two call options l over 10 million dollars appearing.
Goldman: December 25bp Rate Cut Expected, but Easing May Slow Sooner
Federal Reserve official Daly: There is no urgency for a rate cut!
San Francisco Federal Reserve President Daly stated that there is indeed a need to continue adjusting policies cautiously, but there is no sense of urgency. Previously, Federal Reserve Chairman Powell hinted that interest rate cuts could be made more gradually.
Bonds and gold make a strong comeback! Schroders' investment analysis on how to cope with the challenges of a highly valued stock market.
Schroder Investment believes that the investment market will have the conditions to achieve good returns in 2025, but the challenges it faces should not be underestimated. In this environment, adopting a diversified investment strategy across regions and asset classes will be a key factor in enhancing portfolio resilience and addressing future market uncertainties.
Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
The beige book reveals concerns beneath the shiny surface of the usa economy: consumers are becoming increasingly sensitive to prices.
The economic growth expectations in most regions are "moderately rising"; the Federal Reserve pointed out that consumer price sensitivity has further increased.
Global Stocks Rise to Record on Powell, Bonds Gain
US stocks closed | Technology stocks boost the three major indexes to new highs! Marvell technology soared more than 23% after performance, Salesforce rose nearly 11%
The Nasdaq and chip index rose more than 1%, the small cap index reversed to a decline at one point, Meta, netflix, amazon, apple, and walmart all reached new highs, nvidia rose 3.5%, eli lilly and co peaked at 4%, the China concept index fell 2% at one point, and south korea etf, French stocks, and French bonds all closed higher.
IShares 20+ Year Treasury Bond ETF Options Spot-On: On December 4th, 493.13K Contracts Were Traded, With 5.89 Million Open Interest
On December 4th ET, $iShares 20+ Year Treasury Bond ETF(TLT.US)$ had active options trading, with a total trading volume of 493.13K options for the day, of which put options accounted for 48.89% of
Long-Term Treasury ETFs Hit Death Cross As Yields Rise, Bonds Tumble
Express News | usa's November ISM non-manufacturing PMI was 52.1, expected to be 55.5, with a previous value of 56.
U.S. stock market in the morning | The three major indices collectively rose! High-performing stocks surged with significant volume, salesforce rose over 10%, and marvell technology rose about 20% to reach a new high.
On the evening of October 4, 2023, US stocks opened higher on Wednesday. Investors are waiting for the upcoming speech by Federal Reserve Chairman Powell. In the USA, the ADP employment numbers for November increased by 0.146 million, which is below expectations. The market is paying attention to the political turmoil in South Korea and France.
The President of the Federal Reserve Bank of St. Louis, usa: there may be a pause in interest rate cuts at the December meeting or a later meeting.
In 2025, FOMC voting member and St. Louis Fed President Alberto Musalem indicated that, given inflation is higher than expected and concerns about the labor market have eased, it may be time for policymakers to slow down the pace of interest rate cuts.
November 'small non-agricultural' slightly lower than expected, consolidating the market's expectations of a Fed rate cut in December.
In November, the ADP employment number growth slowed down as expected, with gold short-term rising by 10 US dollars......