The outlook for interest rate cuts is filled with uncertainty! Is the Federal Reserve really going to act based on Trump's opinions?

Not only should the data be considered, but the Federal Reserve's upcoming actions may be closely related to Trump...

Golden10 Data39minutes ago

Wells Fargo & Co: Advises investors to remain cautious as the recent surge makes the S&P 500 Index vulnerable to risks.

Gelonghui, December 26 | Despite last week's decline, the S&P 500 Index has shown significant gains after the election, mainly driven by rising stock prices of Technology-related companies. However, Analysts at Wells Fargo & Co have warned that this apparent optimism masks the risk of a market correction. As of December 17, the S&P 500 Index rose slightly by 0.38% for the month, while the Dow Jones Industrial Average fell by 3.12%, and the small-cap E-mini Russell 2000 Index dropped by 4.06%. The bank attributes this divergence to weakening unexpected economic data; according to the Bloomberg USA Economic Surprise Index, it has peaked since mid-November.

Gelonghui Finance10:46

What is the outlook for the Federal Reserve's interest rate cuts in 2025? Trump's policies still impose significant uncertainty.

Currently, the Federal Reserve may need to see the impact of the series of economic policies, including import tariffs, proposed by President-elect Donald Trump before it can raise its forecasts for inflation and interest rate changes in the first half of next year.

Zhitong Finance10:24

Can U.S. stocks continue to rise? Research institutions say it depends on the performance of U.S. bonds and the dollar.

Tom Essaye, the founder of Sevens Report Research, pointed out in this week's report that based on recent trading levels, the dollar currently poses only a "slight" resistance to U.S. stocks, while the 10-year U.S. Treasury yield presents a "moderate" resistance; if the dollar and bond yields continue to rise from now on, it will cause greater trouble for U.S. stocks.

cls.cn09:41

US Stock Futures Steady After Christmas Holiday

Investing08:40

U.S. bonds: The first stab in the back of Trump?

Shao Xiang from Minsheng Macro stated that since his election victory, Trump has been concerned about the U.S. stock market and values the U.S. dollar, but seems to be particularly unconcerned about U.S. Treasury bonds, which could bring significant trouble to both the Trump administration and the market next year. The pressure from maturing U.S. debt next year is considerable (approximately 7.8 trillion U.S. dollars for the whole year), and the already high term premium may worsen the situation, with the Federal Reserve potentially making matters worse.

Chuan Reading Global Macroeconomics08:12