How does Wall Street predict the strongest global theme for the second half of the year, with expectations of a rate cut, election suspense, and the trend of US stocks?

As the global central bank interest rate cuts arrive, major events such as inflation rebound, the U.S. presidential election, and earnings season tests may all intensify volatility risks, but they also bring many opportunities for positioning.

Futu News33minutes ago

The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.

In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.

wallstreetcn20:23

The minutes of the June meeting mentioned three times that the Fed really lacks confidence in rate cuts.

Some FOMC members pointed out that if the job vacancy rate drops to 4.5%, it may have already approached or exceeded certain thresholds, meaning that the future unemployment rate will rise more sharply. Most members believe that as the economy gradually cools down, the huge economic pressures faced by low-income households are a major concern for the Fed.

wallstreetcn18:58

Express News | Reminder: The US stock market will be closed on July 4th for Independence Day.

Breakings16:28

The 'best contra-indicator' for the U.S. stock market has resigned.

JPMorgan's Chief Strategist Marko Kolanovic initially bullish sentiment led to a big drop in the US stock market. However, when he turned bearish, the US stock market rose sharply, making him a perfect "contrarian indicator".

wallstreetcn13:16

Kaiyuan Macro: AI will drive the US stock market up another 27%, but we need to beware of complacency leading to sorrow!

Kaitu Macro's chief economist pointed out that AI is a bubble that is doomed to burst, but it will continue to expand until then.

Golden10 Data11:42