U.S. stock market morning session | Tesla surged more than 8%, with a market cap exceeding $1.1 trillion; Xiaomi ADR soared 5% after earnings, with Q3 revenue reaching a record high of $92.5 billion.
On the evening of October 18th, Beijing time, the market this week is focused on the earnings reports of several important companies including nvidia, as well as the Federal Reserve's interest rate cut policy and the outlook for the US stock market after the elections.
Morgan Stanley's renowned bear turns bullish: the s&p 500 could soar to 7400 points next year!
morgan stanley is bullish on US and Japanese stocks in its 2025 outlook, expecting limited upside for gold.
U.S. Stock Market Outlook | Expectations of interest rate cuts sharply cooling! Nomura: It is expected that the Federal Reserve will hit the pause button on interest rate cuts in December; Tesla pre-market trading surges nearly 7%! The Trump administratio
nvidia fell more than 2% in pre-market, as the Blackwell chip has a 'heating issue'; super micro computer rose over 10% in pre-market, as the company plans to submit a compliance plan to avoid (delisted) risk.
Technical analysis master's blockbuster prediction: US stocks may be about to peak!
Bank of America also listed three major risks, highlighting the precarious rise of the U.S. stock market following Trump's victory.
Has the Fed's rate cut expectations changed? The first investment bank to abandon its December rate cut expectations has emerged.
Nomura predicts that the Federal Reserve will only cut interest rates twice more next year, and then pause rate cuts until March 2026.
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.