Wall Street investment banks are concerned that interest rates cannot be lowered next year, but the Federal Reserve seems to think otherwise.
① Although the tense situation between Russia and Ukraine continues to attract safe-haven bids for US bonds, the overall US bond market has still not been able to reverse the recent weak trend, largely due to the market's lack of confidence in the Fed's upcoming rate cut process; ② However, compared to the highly pessimistic outlook of market participants on rate cuts at the moment, recent statements from Fed officials seem not as hawkish.
Goldman Sachs, the "bull market leader", outlook for 2025: Next year, the USA will be a year of simultaneous rise in stocks and bonds.
Goldman Sachs is bullish on the USA stock market and bonds market in 2025.
Trump is considering letting Walsh serve as Treasury Secretary first, and then as Chairman of the Federal Reserve.
Some informed sources indicate that Trump is considering appointing Bessent to lead the White House Economic Council. If Powell becomes the chairman of the Federal Reserve, Trump will nominate Bessent to be the Secretary of the Treasury later in his term.
Become the Treasury Secretary first for a year before assuming the position of Chairman of the Federal Reserve? It is rumored that Trump has set his sights on Kevin Warsh.
According to informed sources, the newly elected president Trump has proposed to choose financier Kevin Warsh as the Secretary of the Treasury; and when the term of Federal Reserve Chairman Powell ends in 2026, Warsh may also be nominated as the Chair of the Federal Reserve.
Forex traders predict that after Trump takes office, the market will face severe fluctuations!
Nomura Securities analyst pointed out that Trump's potential policies will create a larger macroeconomic divergence space, leading to greater forex fluctuations.
The "Department of Government Efficiency" (DOGE) work plan has been revealed! Musk denies direct influence on the selection decisions for Trump's cabinet.
Tesla CEO Musk and American entrepreneur Vivek Ramaswamy exposed the work plan of the 'Department of Government Efficiency' (DOGE), which includes dismissing thousands of civil servants, relaxing all regulations, and more.
Futu Morning Post | SEC Chairman is planning to step down in January next year! The cryptocurrency industry may face significant regulatory changes; Google's antitrust case escalates! Android system also faces the threat of being split.
Microstrategy's stock price plummeted over 16%, and Citron claims that shorting the stock hedges against bitcoin; apple plans to launch a revamped Siri in 2026, adding more self-developed ai; alibaba announced the establishment of an e-commerce business group.
Fed Dovish Official: May Need to Slow Down Rate Cuts.
①Given the uncertainty and divergence about how low interest rates should go, Gurusbe has stated that it may be wise to slow down the pace of rate cuts as the target approaches; ②Within the Federal Open Market Committee (FOMC), Gurusbe is one of the most dovish officials, and he does not have voting rights on monetary policy this year.
U.S. stock market early session | Technology stocks dragged the Nasdaq down over 1%, nvidia fell over 2% after earnings, and Google dropped over 5%; earnings exceeded expectations! snowflake soared over 30%.
Investors are still evaluating the important financial report of AI technology giant nvidia. Bitcoin broke through $0.098 million to reach a new all-time high, with analysts bullish on it surpassing $0.1 million.
US stock market outlook | Cryptocurrency concept stocks surge across the board before market open, with MSTR and MARA up more than 11%; pdd holdings falls more than 9% before market open, Q3 revenue disappoints expectations
Performance exceeds expectations, Snowflake soared more than 23% in pre-market trading; pdd holdings fell more than 9% before the market, Q3 revenue fell short of expectations; Another company got rich because of holding bitcoin! Semler Scientific rose more than 24% in pre-market trading.
Wells Fargo & Co calls for 2025: Trump's policies and strong economy may push s&p 500 above 6600 points.
wells fargo & co raised the s&p 500 target range to 6500-6700 points, expecting economic growth and Trump's policies to boost corporate profit growth.
Goldman Sachs outlook for the 2025 global mmf market: the era of a "stronger and longer-lasting dollar" has arrived, with non-us mmf facing "internal and external difficulties" under tariff pressure.
Goldman Sachs pointed out that by 2025, the dollar will be "stronger and more durable". The USA may implement a broader range of tariffs and fiscal policy adjustments in the future, which will further enhance the competitiveness of the dollar and suppress the performance of other "challenger" currencies. In addition, the bias in capital flows, as well as the resilience of the USA economy, have provided solid support for the dollar.
What signal? The cash-out speed of 'insiders' in the U.S. stock market sets a new record.
Insiders of publicly traded companies in the usa are cashing in on the stock market boom after the election. According to VerityData, in the fourth quarter, the ratio of insider sellers to buyers among companies in the s&p 500 index was 23.7 to 1, the highest level since the usa first mandated numerical disclosure of insider trading in 2004.
Survey: Nine out of ten economists still expect the Federal Reserve to cut interest rates next month, but the pace of rate cuts will slow down next year.
A recent survey released by industry media this week shows that most economists still expect the Federal Reserve to cut interest rates for the third consecutive meeting next month; however, due to the risks of rising inflation posed by the policy guidelines suggested by the elected US president Trump, economists' expectations for the interest rate cut magnitude in 2025 have noticeably decreased compared to a month ago.
The global market is starting to foot the bill for Trump.
Those who invested in Trump politically are now able to publicly enjoy the fruits of victory.
Will Trump's immigration policy backfire?
Source: Barron Chinese Author: Hannah Irene Lang The opposite effect. Trump's proposed tariff policy has been considered to push up prices, economists warn that his second signature policy - the plan to expel millions of illegal immigrants from the United States - may also push up prices. Economists believe that a massive immigration expulsion plan will disrupt industries that rely on immigrant labor, including agriculture and construction, causing problems such as labor shortages and production slowdowns, and ultimately leading to food, housing, and other goods becoming more expensive. Neil, Chief Economist at Capital Economics
Federal Reserve's Collins: The economy is stable but requires further easing, and a rate cut in December may be expected.
Collins stated that further slowing in economic recruitment is undesirable, and there is still a possibility of interest rate cuts in December, but the specific decision must be based on subsequent data.
Futu Morning Post | Nvidia's Q4 guidance fails to impress Wall Street? Stock price fell 5% before narrowing; Federal Reserve Governor Bowman: cautious about further rate cuts.
Economists' latest prediction: the Federal Reserve will cut interest rates in December, but the reduction next year will be 'halved'; snowflake surged nearly 20% after hours, and new products are expected to reverse the decline.
Dow Jones Industrial Average Wobbles Ahead of Key Earnings on Wednesday
Daily Roundup of Key US Economic Data for Nov. 20