A week's preview | The Fed's favorite inflation indicators team up with the second quarter GDP! Tesla and Google release financial reports together.

Federal Reserve officials have entered a 'quiet period' and the Bank of Canada is expected to cut interest rates again; Paris Olympic Games is about to begin, and related concept stocks are expected to receive a boost.

Futu NewsJul 21 17:53

What will happen next in the market dominated by "rate cut trade" and "Trump trade"?

With the boost of interest rate cuts and gradual recovery of profits, small cap stocks are still bullish, and the improvement of market concentration will support the market rise. Considering other factors such as the economy and corporate profits may also disrupt the market, the 'Trump trade' is still uncertain.

wallstreetcnJul 21 11:58

Biden Election Tracking: The 'drop out' team continues to grow, consensus on 'switching Harris' is gradually increasing.

Various signs indicate that the tug of war over whether Biden will withdraw from the election is likely to continue until next week; as more and more Democratic lawmakers publicly demand the president's withdrawal, pressure on Biden is increasing; on the Republican side, they are also preparing for the possibility of a Harris replacement.

cls.cnJul 21 10:40

Don't panic over the continuous decline of US stocks? UBS Group raised the target price for the fourth time this year: the S&P 500 can still rise by 7%!

UBS Group has raised its year-end target price for the S&P 500 index to 5900, marking the bank's fourth increase this year. UBS Group stated that favorable market conditions continue to exist due to profit growth, deflation, and investment in AI.

cls.cnJul 20 17:49

Opinion | What is the current state of the US stock market?

The narrative of AI is both the support of the US stock market and the foundation for the resilience of the US dollar, US bonds, and the US economy. When more and more indicators show that the US stock market is in the accelerating phase of bubble feedback, whether the narrative of AI can continue to diverge becomes extremely crucial.

雪濤宏觀筆記Jul 20 16:41

Federal Reserve officials have entered a "quiet period," and economists have lowered their expectations for US inflation.

Williams said, "The 'neutral interest rate' (r-star) for the United States, Canada, and the euro area is roughly the same as before the outbreak." Economists have lowered their expectations for inflation in the first half of 2025 in the United States and expect a slight increase in the unemployment rate, leading them to expect the Fed to begin lowering interest rates.

cls.cnJul 20 12:17