US Stock Preview | The three major futures indices surged! The core CPI in the USA unexpectedly dropped, leading to market expectations that the Federal Reserve will further ease its policies; Quantum Computing concept stocks continued to rebound in pre-m
Middle Cap stocks in the U.S. may hold good opportunities! Goldman Sachs: The S&P 500 Index is expected to reach 6,500 points by the end of the year.
The countdown to Inauguration Day is on! Trump 2.0 may cause waves, how will various Assets perform?
On Monday, January 20th, Eastern Time, the US President-elect Donald Trump and the US Vice President-elect JD Vance will be sworn in, marking the official start of their four-year term. The market is keenly observing how Trump's return to the White House after four years will unfold, along with the new chapter of 'Trump 2.0.'
Is there a good opportunity to buy on the dip? Wall Street shows a bullish outlook on U.S. bonds, these ETF investment opportunities are worth paying attention to.
Interestingly, there are signs indicating that some big short sellers in the bond market, who have made a significant profit during this round of U.S. Treasury bond sell-off, are now planning to appropriately withdraw and secure their gains.
U.S. stock market opportunities | Henry Hub Natural Gas prices have soared to a two-year high! Gas companies LNG and CQP have seen stock prices rise for two consecutive days; BEIGENE has surged nearly 9%, and it will achieve positive operating profits by
There is potential for growth driven by AI and free cash flow! The stock price of Wix.com rose by 5.25% after Morgan Stanley upgraded it to a "Shareholding" rating.
The USA government's spending has skyrocketed, with a record high budget deficit in the first quarter.
Historically, the USA has never experienced such a large-scale deficit during times of strong economic performance.
Daily Options tracking | The implied volatility of the quantum computing "monster stock" RGTI has soared to 242%, with a Call position earning tenfold returns; Tesla's Call ratio has risen to 66%, and large investors have spent over 0.4 billion dollars on
On the last trading day, MSTR rose over 4%, with an Options Chain volume of 0.47 million contracts, and the implied volatility increased to 111%; on the Options Chain, there is a standoff between bulls and bears, with the highest Trade volume for the 400 dollar strike price call expiring this Friday at 0.016 million contracts.
Wall Street Can't Stop Talking About 'Treasury Term Premiums.' Why All the Fuss? -- Barrons.com
The 10-year U.S. Treasury yield is challenging 5%, and QDII dollar bond funds exceeding 20 billion yuan are booming.
① In the past two weeks, the yield curve of USA bonds has continued to show a bear steepening trend, with the 10Y-2Y USA Treasury bond spread widening by at least 10 basis points. ② QDII dollar bond Funds can invest in various foreign currency bonds including dollar bonds, and the investment proportion in USA bond Assets is usually no less than 80% of the non-Cash / Money Market Fund Assets, mainly focusing on active investment.
If the USA CPI achieves five consecutive increases tonight, will the Federal Reserve press the pause button on interest rate cuts?
Forecast analysts predict that the USA Consumer monthly report will show an increase for the fifth consecutive month.
Blackrock warns: If the USA encounters these three situations, it advises investors to "hedge".
If these three factors are triggered, Blackrock is likely to enter a "risk-averse mode."
The market is facing an "high-pressure" era; will the CPI be an accelerator or a buffer?
The Global Assets "pricing anchor" is approaching the 5% red line, which may trigger a chain reaction! Will tonight's CPI data be an accelerator or a buffer?
U.S. Treasurys Unlikely to See Relief From CPI Report -- Market Talk
2025 Black Swan: Will the USA government debt bubble burst?
Investor mogul Nick Giambruno stated that in 2024, interest expenses on federal debt will for the first time exceed the defense budget, and are expected to surpass social security expenses in the future, becoming the largest item in the federal budget. Unless benefits and defense can be drastically cut while reducing national debt to lower interest expenses, there is no other option - but it is clear that this is an unrealistic fantasy.
Worried about the impact of U.S. debts? Bank of America Merrill Lynch: This is the "Gold pit" for bottom-fishing in AI U.S. stocks.
Merrill Lynch believes that in the long run, the stock market correction under the impact of US Treasury bonds can help investors eliminate the risk of an AI bubble in advance, and now may be a "significant Buy opportunity."
Has 5% reached its limit? The world's largest bond fund leads the way, and Wall Street is showing bullish sentiments towards U.S. Treasuries...
At the beginning of 2025, one of the biggest uncertainties in the Global market is undoubtedly when the selling wave of U.S. Treasuries, with yields racing towards 5%, will stop; Moreover, this Tuesday, Wall Street finally seemed to show a long-awaited bullish sentiment in the bond market...
Have U.S. Treasury yields peaked? Some on Wall Street have started to bet.
Media analysis points out that the uncertainty of Trump's policies is one of the important reasons leading some traders to Put the yields of U.S. bonds. Reports suggest that the Trump administration may gradually implement tariffs. One large trade cost over 40 million dollars in premiums, betting that the 10-year yield will drop from the current level of about 4.8% to 4.6% before February 21.
US stock early market | USA PPI data is below expectations! Market sentiment has improved, stocks related to Chinese concepts, quantum computing, Drones, and Robot Concept all surged, with Richtech Robotics soaring nearly 50%.
On the evening of the 14th Beijing time, the US stock market opened higher on Tuesday. The PPI in the USA for December rose less than expected, indicating a reduction in inflationary pressure. It is reported that the Trump team is considering gradually increasing import taxes to prevent a sudden spike in inflation.
US Stock Outlook | The three major index futures have surged in the short term! The USA PPI data was lower than expected; China Concept Stocks are rising in pre-market trading, with XPeng Autos up over 9%.
Tesla's pre-market shares continued to rise over 1%, with Morgan Stanley raising the Target Price to $430 and reiterating it as a top pick; Applied Digital soared over 20% in pre-market trading, with Macquarie investing up to $5 billion to build an AI Datacenter.
Tesla is experiencing high-level fluctuations! The debate between bulls and bears on Wall Street is intensifying. Can the 'autonomous driving and Siasun Robot&Automation story' stimulate a surge in stock prices?
Recently, two events have sparked differing views among major investment banks regarding Tesla, and Wall Street's major investment banks have been in a heated debate over the future direction of Tesla's stock price.
Is a strong economy becoming a "stumbling block" for the U.S. stock market? The shadow of inflation is looming over Wall Street.
This week's data is likely to intensify Wall Street's concerns...