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VTI ETF Falls 1.4%
The first Federal Reserve decision of this year is coming! A "pause in interest rate cuts" seems almost certain, what other highlights are there?
The market expects a 97% probability that the Federal Reserve will hold steady this week, paying attention to the qualitative statements on tariff impacts in January's FOMC. Goldman Sachs anticipates that tariffs may raise inflation by 0.3 percentage points in one go, but this won't change the overall downward trend, and the interest rate cut window will still open.
Express News | Traders have raised their bets on a Federal Reserve interest rate cut, fully digesting a 50 basis point cut within the year.
Don't just focus on Trump! Wall Street strategists warn that the U.S. stock market may be quietly brewing a major storm.
① With Trump's ascendance, US stock investors are brimming with confidence about the future, but Wall Street strategists warn that inflation and interest rates may remain high for a longer period; ② Trump's policies, such as tariff plans, may exacerbate inflation, causing the Federal Reserve's interest rates to stay elevated for a longer time, and investors may face a 10% risk of stock price decline.
Holiday Reading | "Hedge Fund God" Druckenmiller's latest remarks on "Trump 2.0": discussing tariffs, inflation, AI, and still shorting US Treasury bonds, among other topics.
Druckenmiller is known as the "greatest money-making machine in history," so when this master speaks, traders in markets around the world listen attentively.
Is the U.S. stock market welcoming the best presidential term start in 40 years? Wall Street: It's simply an unexpected delight……
① Whether it's the U.S. stock market or Global investors, there seems to be quite a bit of excitement in the first week of Trump's presidency... ② The S&P 500 Index rose 1.7% this week, likely marking the best performance in the first five Trade days of a presidential term since Reagan's inauguration in 1985; ③ This enthusiasm has even spread to the Global markets, with benchmark stock indices rising across countries from Asia to Europe to Latin America.