Adding fuel to the expectation of interest rate cut? The core inflation indicators that the Federal Reserve loves cooled as expected, hitting a record low of over three years.

The annual rate of US May PCE fell to a new three-year low, and traders increased bets on Fed interest rate cuts this year.

Golden10 DataJun 28 21:15

A must-have for investing in US stocks! Take a sneak peek at the heavyweights in July, and circle the days that affect the ups and downs.

Looking at the historical data, July is an excellent month for US stocks.

Futu NewsJun 28 19:46

Goldman Sachs's hedge fund business manager: It's time to reduce exposure to US stocks.

Goldman Sachs believes that the risk of a US stock market correction is increasing due to the continuing expansion of the US fiscal deficit and the excessively high market concentration. The bank urges investors to remain cautious and disciplined, and to hedge their positions through put options and other tools.

wallstreetcn18:16

UBS Group's latest market outlook: Downward trend in inflation and interest rate cuts will be bullish for global stock and bond markets.

Under the current economic background, there are three major trends worth paying attention to. It is expected that the US economy will achieve a soft landing, and the Chinese economy is expected to achieve a growth target of 5%. Hu Yifan emphasized a diversified and balanced investment layout to manage the downward risk.

cls.cn16:13

Weekend reading | A precious interview with the "father of growth stock investment" Fisher: How to be a rare long-term investor?

In fact, Buffett himself has also stated that his investment style is 15% Fisher and 85% Graham.

聰明投資者14:19

US stocks ended the first half of the year with a 14% increase, of which 60% came from the top five technology stocks. Nvidia alone contributed more than 30%.

In the first half of the year, nearly 60% of the stock market's gains were contributed by only five technology giants - Nvidia, Microsoft, Amazon, Meta and Apple, with only Nvidia alone contributing a rise of 31%. In the second quarter, the three companies Nvidia, Apple and Microsoft contributed over 90% of the large cap gains.

wallstreetcn12:25