A week ahead | Powell and Fed officials speak intensively! The Fed's most favored inflation indicator is about to be released.
Micron Technology, Costco, and many other companies have successively released their financial reports. In addition, the Japanese stock market was closed on Monday for the autumnal equinox; on Tuesday, the Reserve Bank of Australia announced its interest rate decision, and RBA Governor Lowe will then hold a press conference on monetary policy; on Thursday, the Swiss National Bank announced its interest rate decision.
Heavyweight week is coming! USA PCE data accompanied by speeches from Federal Reserve officials take turns to appear, with many central banks possibly joining the rate cut trend.
This week, the global financial markets will see a number of important data and heavyweight events.
After the Fed cut interest rates, high valuations have become a major concern for the market.
US stocks and bonds are valued higher than the levels at the start of the past 14 easing cycles by the Federal Reserve, making them more susceptible to negative news.
The Federal Reserve's "non-recessionary rate cut" means that traditional defensive strategies are no longer effective.
The traditional interest rate reduction trading strategy is to choose defensive stocks and high dividend stocks, but this time the Federal Reserve chose to cut interest rates significantly in a relatively loose financial environment, sending a signal to attack. Investors are shifting from defensive stocks to cyclical stocks and large cap stocks, investing in industries such as banks, technology, real estate, and autos.
Apple's Former Design Maestro Jony Ive Confirms He's Joined Forces With OpenAI's Sam Altman For A New AI Hardware Project
Bull market boosts confidence! Goldman Sachs anticipates S&P 500 reaching 6,000 points by the end of the year: Expecting a rebound after short-term volatility.
Goldman Sachs global market director Scott Rubner said that the US stock market is expected to rebound before the end of the year, but it will rebound only after experiencing unfavorable short-term situations such as technical positioning, capital flows, and pre-election anxiety.
Bull market strengthens confidence! Goldman Sachs looks forward to the S&P 500 reaching 6000 points by the end of the year, but a rebound is expected after short-term volatility.
Goldman Sachs global market director Scott Rubner said that the US stock market is expected to rebound before the end of the year, but it will rebound only after experiencing unfavorable short-term situations such as technical positioning, capital flows, and pre-election anxiety.
Harris caught up later? The approval rating has continued to rise, now leading Trump comprehensively.
① Recent polls have shown that Harris' approval ratings have significantly increased in both the United States as a whole and key swing states, surpassing Trump. ② Economists analyze that although Harris is the Vice President, she has successfully avoided public criticism of Biden's policies, and some of her campaign promises have gained the support of voters.
The Fed's unprecedented interest rate cuts have prompted Wall Street to urgently search for a new script.
In the case of the Federal Reserve cutting interest rates and the economy remaining stable, the overall call is a winning weapon.
The Fed's Himalayas
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Federal Reserve's interest rate cut may not be bullish! Bank of America warns: bubble risks resurface, recommends buying bonds and gold.
The excitement in the stock market intensified the bubble risk after the Fed's rate cut, making bonds and gold attractive tools to resist economic recession or rising inflation.
China: How much 'enough' for interest rate cuts?
Amid market expectations, the Federal Reserve has initiated a new round of interest rate cuts through an 'unconventional' 50 basis point reduction, officially ending the tightening cycle that began in early 2022.
Futu Morning News | JPMorgan CEO questions 'soft landing': inflation fades too easily; Chip industry earthquake? Rumors that Intel will 'sell itself' to Qualcomm.
Apple's stock volume surged at the close, with the turnover jumping to the global number one; Taiwan Semiconductor and Samsung are considering building chip factories in the United Arab Emirates, worth over 100 billion US dollars.
Economic growth is paralleled with interest rate cuts, what stocks are American traders buying?
As the US Federal Reserve starts a rate-cutting cycle, Wall Street traders face a unique challenge in betting on the direction of the stock market - history is no longer a guide.
Economic growth is parallel to interest rate cuts, challenging investment strategies for US stock traders.
As the US Federal Reserve starts a rate-cutting cycle, Wall Street traders face a unique challenge in betting on the direction of the stock market - history is no longer a guide.
nvidia's special H20 chip order 'doubts'
① Some dealers have claimed that they can no longer place orders for Nvidia H20 chips, and some terminal manufacturers have stated that they will no longer accept H20 orders from certain domestic dealers. ② Rumors of H20 being discontinued have long been circulating in the industry, and its fate is being closely watched. ③ Multiple industry insiders have provided feedback that the delivery of H20 chips has exceeded the annual expectations.
Barclays: Don't go against the Federal Reserve, the opportunity for cyclical stocks has arrived.
Barclays pointed out that the first 50 basis points cut in interest rates highlights the Federal Reserve's determination to achieve a soft landing for the economy. As long as there is more data to support the rebound of the US economy, cyclical stocks are likely to rebound steadily. Pay attention to the US September PMI released this week and the upcoming third-quarter earnings season.
Express News | The probability of the Fed cutting interest rates by 50 basis points and 25 basis points in November is a tie.