How does Trump affect the USA's economy in 2025? Goldman Sachs: Inflation "first down then up", economy "weak in the beginning and strong later".
Goldman Sachs expects that, with the cooling of wage inflation, by the end of 2025, the core PCE inflation rate in the USA (excluding tariff impacts) is expected to decrease to 2.1%, but with the addition of tariff impacts, the inflation rate will be raised to 2.4%. The policies of imposing tariffs and expelling immigrants may drag down economic growth in early 2025, but in the long run, the implementation of tax reduction policies may stimulate consumer and investment.
Daily options tracking | Trump's assistance? Tesla rose more than 8% in pre-market trading, with a large single l bet on the rise last Friday; Palantir hit a new all-time high! Multiple call options made over 9 times profit.
Super micro computer surged over 17% in pre-market today, following reports that the company will submit a compliance plan to avoid (delisted) risk. The stock rose over 3% last Friday, with implied volatility soaring to 219.62%, reaching its highest level of the year, and call options saw a surge in demand, accounting for 44% of the total. On the options chain, among the expiring contracts this Friday, the call with a strike price of $23 had the highest volume, reaching 6,000 contracts.
What signal? Buffett's cash position has been increasing year after year, surprisingly coinciding with the trend of the Dow Jones Industrial Average.
Recently, the 'Stock God' Buffett once again 'cleaned out' stocks, which has attracted high market attention. The latest quarterly report shows that Berkshire continues to reduce its stock holdings, with the company's cash reserves reaching a historical high of $325.2 billion, an increase of 17.4% from $276.9 billion at the end of the second quarter.
Options long position abnormal! Will the US stock market be 'dangerous' next?
U.S. stock investors are making significant adjustments to their positions and starting to hedge...
Latest holdings exposure on Wall Street! Wells Fargo & Co, bank of america 'abandon' apple
U.S. stock market barometer.
Trump 2.0 is coming on strong. Is the usa economy's "soft landing" in jeopardy?
Economists are concerned that if Trump fulfills his key campaign promises, inflation may spiral upwards, and economic growth may stagnate or slow down.
Did the Federal Reserve interrupt Trump's "spell casting" and is it a catalyst for a pullback in the US stock market?
Strategists say that stock market investors may be at the mercy of bond market fluctuations in the short term, especially when the yield on 10-year US bonds surpasses this level...
Will Trump's presidency lead to a resurgence of inflation in the USA? Charles Schwab: Investors should be wary of four major signs.
①Charles Schwab strategists predict that although overall inflation in the USA is cooling down, the downward path will be "volatile"; ②They point out that there are four major signs that may indicate intensifying inflationary pressures in the economy, and investors need to be cautious.
From "Trump frenzy" to concern: The prospect of a "soft landing" for the US economy is being threatened!
① Nobel laureate in economics Joseph Stiglitz indicated that the usa is experiencing a soft landing, but Trump's policies may end this situation; ② Goldman Sachs chief economist Jan Hatzius pointed out that broad imposition of high tariffs could severely impact economic growth; ③ Chief global economist Jennifer McKeown from Capital Economics acknowledged the upward risks of inflation.
The surge in US stocks hides a sinister omen: the future outlook for corporate profits is rapidly deteriorating over the next year.
Behind the surge in the usa stock market, there is a warning sign that few have noticed: analysts on Wall Street are rapidly cutting their earnings growth expectations for usa businesses next year, which could soon apply brakes to the recent strong rally in the usa stock market.
Futu Morning Post | Suspense Rising Again? Risk of no rate cut by the Fed in December increases, US bonds erase gains for 2024; Foreign giants are making moves! Chinese concept stocks become new targets for additional investment.
BoA's Hartnett: Investment market turning point before inauguration in January, allocating to US bonds, Chinese and European stock markets, gold; 'Most lethal' US Health Secretary nominee, vaccine stocks plummeting for consecutive days; DJT's major shareholder perfect timing to completely reduce shareholding, missing out on 'sudden fortune and wealth'.
Significant reversal! There is a huge uncertainty over whether interest rates will continue to be cut in December.
Although the market had generally expected the Federal Reserve to continue lowering interest rates in 2025, the pace will slow down. Various signs indicate that whether to continue lowering rates in December remains a significant uncertainty.
The Fed Interrupted the Stock Market's Trump Rally. What Comes Next?
Trump's Scoreboard Is S&P 500, and It's Wall Street's Best Hope
One Week Outlook | NVIDIA Faces Financial Report "Big Test"! May Guide the U.S. Stock Market to the Next Direction; Trump 2.0 Continues to Disturb the Market, Key Cabinet Positions Become Market Focus.
Companies such as Xiaomi, pdd holdings, Xiaopeng autos, and Kuaishou will also gradually release their reports.
Weekend Reading | Buffett's "market stabilizer": the three most important principles in investment
Treat stocks as a business, the market is here to serve you, not to command you, and always maintain a safety margin. If you assess every decision based on these principles, you won't make mistakes.
Major victory in the USA oil industry! Trump chooses oil company executive as energy secretary, and plans to use the Energy Commission to drive production.
Trump announced another important personnel appointment.
Wall Street investment banks consensus: The Federal Reserve will slow down interest rate cuts in 2025.
Several institutions have already started to reduce their bets on the prospect of Fed rate cuts.
"Trump 2.0" crucial treasury secretary dispute, Musk publicly spoke out! Is the support of certain individuals leading to a major sell-off on Wall Street this week?
Wall Street powerful broker Lutnick seems to have lost the opportunity to compete, prompting Musk to openly support stating that Lutnick can "truly bring change," and stating that competitor Bessent will "continue to lead the usa towards bankruptcy." With Lutnick expressing interest in the position of Treasury Secretary, the market has seen selling, seemingly indicating to Trump that Bessent is more suitable.
U.S. stocks have plummeted significantly; what has stifled the "Trump trade"?
With the political outlook in the USA no longer as certain as the market expected a few weeks ago, and inflation still relatively high, investors have no safety margin to seek.