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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.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
Express News | Traders have raised their bets on a Federal Reserve interest rate cut, fully digesting a 50 basis point cut within the year.
Trump vs. Powell, who will dominate the global market this week?
Analysis suggests that if the Federal Reserve chooses to delay interest rate cuts this week, it may become a hindrance to the rebound of U.S. stocks and provide a temporary respite for the bond market. However, Trump can influence the Federal Reserve's decisions through fiscal policy. The market is now closely watching Trump's every speech, as "this marathon-like game has just begun."
Trump keeps calling for the Federal Reserve to cut interest rates, but Wall Street does not agree with his view.
① Trump hopes that the Federal Reserve will lower interest rates immediately, but Wall Street expects the rates to remain at 4.25%-4.5%, due to the strong USA economy, tariffs, tax cuts, and immigration restrictions pushing inflation higher. ② The Chief Investment Officer of ABP Invest predicts that the resilient USA economy and Trump's policies will increase inflation expectations, forcing the Federal Reserve to raise interest rates starting in September.