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Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
Soft landing or hard landing? Bank of America's financial report suggests: no landing!
Consumer spending remains robust, moderate crediting conditions eased, coupled with anticipated inflation relief and declining interest rates, all provide support for the usa economy to avoid a hard landing.
One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; Li Jiachao will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Institutions: It is still highly probable that the Federal Reserve will cut interest rates in November.
The US economic and CPI data for August and September have debunked the previous recession trade and excessive rate cut trades. Will there be any changes in the pace of rate cuts by the Federal Reserve in the future? We believe that two 25 basis point cuts within the year are still the baseline assumption, but we need to pay attention to the possibility that rate cuts next year may not meet expectations.
USA inflation data disrupts market expectations? Federal Reserve officials reiterate: support 'gradual' rate cuts.
On Friday Eastern Time, Dallas Fed President Lorie Logan reiterated her view that interest rates should slowly move to a more normal level, using a "gradual" rate cut. According to cme Fed watch tool, as of the time of publication, the market expects a 10.5% probability that the Fed will not cut rates in November, while the probability of a 25 basis point rate cut is 89.5%.
The 'miracle' of the US stock market hitting new highs continuously: Wall Street is in a panic but keeps buying non-stop.
①If people take a simple glance at the current market in the USA, what undoubtedly comes into view is a healthy picture; ②The s&p 500 index has just set the 45th new high of the year, csi enterprise bond index still shows no worrisome signs, csi commodity equity index continues to rise under the optimism of the global economy; ③However, upon closer inspection, the outlook will quickly appear slightly dimmer.
Don't Alienate, Elevate: Strategies for Effective Gender-neutral Communication
Federal Reserve Losses Top $200 Billion and You're on the Hook
Dow Jones Industrial Average Hits Fresh Record High After Slack PPI Print
Dollar Index - Bulls Pause After US Data and Look for Fresh Direction Signal
DJT Stock Surges as Trump Criticizes Fed on 50bps Rate Cut
Express News | In October, the preliminary consumer sentiment index of the University of Michigan in the USA was 68.9, with an expected value of 70.8 and a previous value of 70.1.
US stock early trading | Differential trends in the three major indices, Nasdaq slightly down, tesla plummeted by more than 8%; large banks rose across the board, wells fargo & co rose by more than 5%, jpmorgan rose by more than 3%
US stocks opened with mixed gains and losses on Friday. The September PPI index remained flat, indicating mild inflationary pressure and raising market expectations for another rate cut by the Federal Reserve in November. Jpmorgan and wells fargo & co, among other large banks, released their financial reports, marking the beginning of the US stock earnings season.
The data is too strong! Another reason for the USA economy to not "land"?
After years of high interest rates, the USA economy has not yet shown substantial weakening, and the Federal Reserve may not need to significantly relax mmf policy as previously expected.
US Annual PPI Inflation Edges Lower to 1.8% in September Vs. 1.6% Expected
Express News | US September PPI YoY +1.8% Vs +1.6% Forecast, Prior +1.9%
Gold Looses Shine? S&P 500 Rallies [Video]
U.S. stock market outlook: Bank of America's profits exceeded expectations! Analysts raised the target for the S&P 500 index; Are there not enough surprises for Robotaxi? Tesla's pre-market drop exceeds 6%.
Trump Media Technology Group continues to soar in pre-market trading; Morgan Stanley: reiterates nvidia as the preferred choice in the semiconductor field, with strong business and very high visibility of the future.
Data unreliable? After the release of the September CPI in the usa, traders increased their bets on a rate cut in November instead.
Although the September employment report and consumer price index are higher than expected, it is important to look at whether individual data points form a larger trend or if they are just temporarily 'unstable.'
As the Fed's interest rate cut cycle begins, jpmorgan and wells fargo & co have fired the first shot in the Q3 financial report of bank of america.
On Friday, October 11, JPMorgan and competitor Wells Fargo & Co. released their third-quarter financial reports, while Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley will also release reports next week. As the Fed moves into the next phase of achieving a soft landing for the US economy, these reports will provide investors with a fresh perspective on the impact on the largest financial companies in the USA.