UBS Group warns: the risk of a bubble in Stocks and Assets is increasing, and it is advised to allocate Gold.

UBS Group Global Equity strategists point out that six of the seven preconditions for forming a bubble have already appeared, with the remaining one being loose MMF policy, as the Federal Reserve's interest rate cut on Thursday pushes the market further in this direction.

Golden10 Data17:57

Daily Options Tracking | Musk is being investigated by the U.S. military! Tesla's Put ratio has risen to 39%; Micron fell over 14% before the market opened, with yesterday's options trading being very active, and many Put options earning over double.

The Federal Reserve breaks the bullish sentiment! The new member of the trillion Market Cap club, Broadcom, dropped nearly 7% yesterday, with Options Volume continuing to decline to 0.578 million contracts, and the Put ratio is 35%. On the Options Chain, the bullish forces are strong. The highest Call volumes for contracts expiring this Friday at $260, $250, $240, and $235 are 0.022 million, 0.019 million, 0.016 million, and 16,000 contracts respectively.

Futu News17:15

Express News | Citi: US bond yields often rise when the Federal Reserve skips or pauses interest rate adjustments.

Breakings15:28

The degree of change is shocking! The Federal Reserve may have entered a "new phase."

Some economists believe that the "culprit" behind the global financial market crash on Thursday may still be Trump...

Golden10 Data14:53

Goldman Sachs: Although the Federal Reserve is hawkish, Powell is more dovish and still expects three interest rate cuts next year.

Goldman Sachs believes that Powell leaned dovish at the press conference, mentioning four times that Federal Reserve policy remains "significantly restrictive" and disagreeing with the view that the federal funds rate is close to neutral. Goldman Sachs expects rate cuts in March, June, and September next year, but it should be noted that the cut in March requires better inflation data or worse employment data to support it.

wallstreetcn14:46

Morgan Stanley: The results of the Federal Reserve's interest rate meeting and forward guidance are more hawkish than expected.

According to the committee's median, it is currently only expected that there will be two rate cuts in 2025, two rate cuts in 2026, and one rate cut in 2027.

Zhitong Finance14:18