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.
What's going on? Wall Street is betting again that the Federal Reserve will be "faster and lower"
Wall Street is responding to the Federal Reserve's 50 basis point rate cut and continuing to bet on the central bank becoming more aggressive.
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 Fed rate cut effect: The darkest period has passed, will the real estate sector usher in a valuation recovery opportunity?
The real estate sector hit bottom and rebounded, with the US Federal Reserve lowering interest rates by 50 basis points at its September monetary policy meeting, exceeding market expectations. The Hong Kong stock market's real estate sector continued to rise.
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.