"Reflation" has become a new core narrative! Goldman Sachs: Global asset allocation needs to be adjusted, leaning towards growth pricing.
Goldman Sachs believes that in the 're-inflation' environment, the market may prefer assets that benefit from economic recovery and rising inflation. Goldman Sachs has an optimistic outlook on the return of risk assets in the next year, believing that investors should increase their investments in stocks and crediting in the short term.
Harris or Trump? Shouldn't Matter for Markets – Oppenheimer Asset Management
Eli Lilly and Co's major move! Can obesity drugs become the "employment magic weapon" in the United Kingdom?
①Eli Lilly and Co will initiate "real world research", that is, collecting patient-related data in real world settings to provide information to the united kingdom's national medical services system; ②United kingdom Health Minister Wes Strein said that this collaboration is "key to building a healthier society, a healthier economy, and making the NHS fit for the future".
6400 points! UBS Group continues to raise next year's US stock expectations.
Although UBS Group expects the US stock market to hit new highs again next year, it does not believe that the US stock market can continue to rise for the remaining time this year...
US stock market early trading | The three major indexes fell together, chip stocks generally declined, NVIDIA and AMD both dropped more than 3%; UnitedHealth fell more than 8%, 2025 fiscal year guidance below expectations.
As of press time, the Dow Jones fell by 0.50%; the Nasdaq rose by 0.20%; the s&p 500 index rose by 0.09%.
Unexpected sharp drop! In October, the New York Fed manufacturing index fell by 11.9, hitting a low point in five months.
Is the sudden weakening of manufacturing activity a sign that the strong performance of the usa economy is just a flash in the pan?
Eli Lilly Unusual Options Activity
Goldman CEO Says I Don't Have A Lot More To Say About Apple Card
Express News | Apple's stock price hits a new all-time high during regular trading hours.
What's Going On With Trump Media & Technology Group Stock On Tuesday?
Apollo's CEO: The past 15 years of good fortune in the global asset management industry has come to an end, and in the future, we need to seize these four huge opportunities.
Marc Rowan said that in the past fifteen years, Apollo's management assets have grown 16 to 17 times, actually surpassing apple and microsoft. However, the good luck of the past 15 years has ended, and the future needs to seize four huge opportunities - global industrial revival, huge capital demand of global large companies, a large demand for fixed income in the retirement market, and a rethink of the public offering and private equity markets.
"Trump Organization" stock price rose in pre-market trading, with mixed movements in the three major US stock index futures. | Highlights tonight
①Trump Media Technology Group rose nearly 9% pre-market; ②Alibaba dropped over 4%, jd.com dropped over 6%; ③Wolfspeed plans to receive a $0.75 billion funding from the US Department of Commerce; ④Eli Lilly and Co. is establishing the China Medical Innovation Center and Innovation Incubator in Beijing.
Joy turns to sorrow! Bank of America survey: Global stock market flashing sell signal
Similar sell signals have occurred 11 times since 2011, with global stock markets averaging a 2.5% decline in the following month and a 0.8% decline in the following three months.
Daiwa: The Federal Reserve focuses on the labor market, will continue to cut interest rates in November.
Morgan Stanley's Chief Investment Officer stated that the Federal Reserve will continue to cut interest rates in November, but policymakers are proceeding cautiously as inflation no longer cools down.
US stock market preview | Banks' performance is intensively released! Goldman Sachs, Bank of America pre-market rise by more than 2%; Trump's trade 'comeback', Trump media technology surges over 11%
Investor optimism has seen its biggest increase since June 2020, but Bank of America has once again issued a "sell" signal; Is "Trump 2.0" unfavorable to the USA? Polls: Inflation, deficits, and interest rates will all be higher than Harris.
Jim Cramer: 'We Need More Uranium,' Recommends This Stock; Says Novo Nordisk 'Doesn't Hold A Candle' To Big Pharma Rival
Apple's iPhone 16 Powers Record Sales In Q3, Just Behind Samsung In Global Market Share Battle
"Trump 2.0" unfavorable to the usa? Polls: Inflation, deficit, and interest rates are all expected to be higher than Harris.
1. The latest polls show that most economists believe that inflation, deficits, and interest rates under the "Trump 2.0" scenario will be higher than Harris'; 2. At the same time, Trump and Harris are still neck and neck in the polls, evenly matched.
"Black Swan" investors issue another warning: market collapse imminent!
"Black Swan" investors are issuing a dense warning: the stock price seems "crazy"! It's time to hedge against a crash situation.
Daily options tracking | Nvidia refreshes historical highest closing price, multiple Friday expiration call options doubled; U.S. version of Huabei SOFI surged 11%, one call option made a whopping 13 times profit.
Cryptos surged, with a significant increase in options volume for related concept stocks. Among them, Coinbase rose by 11.32%, with an options volume of 0.5797 million contracts, and a call ratio of 84.4%.