Stocks and the foreign exchange market both rise, while US bonds plummet! Is this kind of "Trump trade" really right?
Four major issues deserve attention: whether the Republican Party can control the House of Representatives remains uncertain; Trump's immigration and tariff policies have a negative impact on the US economy; compared to Trump's first term, the US stocks have become very expensive; will traders repeat the mistakes of 2016 and bet on the market trends after Trump takes office.
US stock market early trading | The three major indexes collectively rise, with the Dow rising nearly 3%! Stocks related to Donald Trump surging, Tesla up over 10%, Coinbase skyrocketing 17%, DJT's increase falling back to 12%
On the evening of the 6th Beijing time, the US stock market surged at the opening on Wednesday, with the Dow rising more than 1300 points. Investors are paying attention to the impact of Trump's victory on the US stock market and economy, with investment targets that may benefit during Trump's term rising. The Federal Reserve is starting a two-day monetary policy meeting today, with the meeting results to be announced on Thursday.
U.S. Stock Market Outlook: Trump wins, market shifts entirely to Trump trade! DJT soars 37% pre-market, Tesla rises over 12%
Delisting crisis worsens! super micro computer Q2 guidance falls short of expectations, annual report release time still uncertain; The next step for the Federal Reserve: Trump's influence is far greater than Powell's.
Trump returns to the White House! Learning from history: how did the market perform after previous US elections?
①After each presidential election day since the beginning of this century, how has the US market performed? ②According to statistics, there have been significant differences in market reactions after the elections: in the six US presidential elections since 2000, as of the end of November, the S&P 500 index has risen three times and fallen three times. The 10-year US Treasury bond yield has fallen four times and risen twice.
Daily Options Recap | Trump announces victory, tesla surges more than 12% pre-market! Multiple call options expiring this Friday doubled profits; Palantir soared 23% yesterday, with the most profitable call option rising by 670% in a day.
Trump Media Technology Group fell by 1.16% last night, with large investors concentrating their bets. There were 24 large options trades of millions of dollars last night, with most trading options expiring this month.
Is Trump's victory in the bag? Related assets are rising sharply, take a look at the latest market analysis.
On November 6, the US election became the focus of the global market, with various assets experiencing significant fluctuations.
Big news! Trump has secured victory! What impact will it have on the financial markets?
Big news! Trump has already won at least 270 electoral votes, and will return to the White House in January next year! What impact will this have on the US economy and the global financial markets?
Trump officially wins the usa election! A comprehensive understanding of his policy positions.
According to multiple American media predictions, former USA president and Republican candidate Trump won the 60th presidential election, becoming the first president since Grover Cleveland in the 1890s to be elected twice and have non-consecutive terms; On January 20th next year, President-elect Trump and Vice President JD Vance will be sworn in and officially take office at the White House.
The next step for the Federal Reserve: Trump's influence is far greater than Powell's.
Bank of America Merrill Lynch believes that if Trump takes office and implements fiscal expansion, the Fed may raise its neutral interest rate expectations. In addition, if the new president significantly imposes tariffs, the Fed may pause rate cuts due to concerns about inflation and economic growth impact.
How to trade US stocks after the election? Citigroup's six major themes fully analyzed!
Citigroup believes that if Trump wins, the volatility of the Nasdaq may remain high; in terms of energy, the Republican Party is more likely to support fossil fuels, with high political sensitivity to solar power; relaxation of regulations is bullish for fintech stocks, small biotechnology companies; inflation, deficits may rise, focus on materials, luxury goods, real estate stocks.
Interesting election tidbit: Americans are crazy about "shopping therapy", but their wallets can't handle it!
①Under the influence of a series of uncertainties such as the general election and the economy, many Americans, especially young people, choose to relieve their anxiety through "doomsday consumerism"; ②But the fact proves that their wallets cannot withstand it.
China's New Stock Accounts Hit Nine-Year High as Market Booms
Market fluctuations are nothing to fear! Goldman Sachs: The possibility of U.S. stocks 'turning bearish' after the election is less than 20%.
Goldman Sachs recently stated that investors may feel anxious about the volatility related to the election, but the market conditions are good, which can help avoid a significant plunge into bear market territory after the election vote; Goldman Sachs analysts believe that the likelihood of a stock market decline exceeding 20% - a signal of the beginning of a bear market - is only 18%.
Futu Morning Post | Global Attention! The USA election enters the final showdown moment; Goldman Sachs: Fasten your seatbelts on election day, any clear outcome will severely impact the volatility of US stocks.
Technology giants drive the simultaneous rise of the three major indexes, with nvidia's market cap rising to first in the world; super micro computer falls nearly 15% after-hours, second-quarter net sales outlook lower than expected.
US stock market early trading | Three major indices rise together, 'Trump trade' heating up across the board! DJT up nearly 13%, cryptos concept stocks on the rise; growth tech stocks generally up, palantir soars over 20% after earnings.
As of the press time, the three major US stock indices collectively rose, with the Dow up 0.44%, the Nasdaq up 1%, and the s&p 500 index up 0.72%.
The most likely two scenarios for the USA presidential election, how to trade? This is the answer from Goldman Sachs.
Daiwa stated that the market is still inclined towards Trump winning and the Republicans sweeping Congress. In this scenario, if the volatility of US bond yields remains limited, cyclical stocks will perform well. At the same time, the possibility of Harris winning and Congress being divided is also increasing, in which case consumer stocks affected by tariffs and wind power stocks will perform well.
US Stock Market Outlook | The peak battle of the US election! Trump's technology stocks surged more than 9% in pre-market trading, while the three major US stock index futures rose slightly, and Chinese concept stocks rose collectively.
Well-known Wall Street bear 'surrenders'! Bullish on s&p 500 to rise to 6100 points before the year-end; Palantir surges over 14% pre-market, Q3 earnings exceed expectations, raising annual revenue guidance; Super Micro Computer faces new crisis amid accounting scandal, nvidia rumored to transfer orders to other suppliers.
Uncertainty has been digested! Goldman Sachs remains bullish on China stocks: expecting a 20% ROI in the next year, with A shares outperforming H shares in the short term.
Goldman Sachs believes that the profit correction trend in the Chinese market has stabilized. They will maintain a shareholding position in the internet plus-related industry, service industry, and dining industry. It is expected that A-shares may outperform H-shares in the next three months, and the EPS of the MSCI Chinese Index in the following two years is expected to grow by 12% each.
Did the Fed cut interest rates by 25 basis points in November to stabilize? Major banks collectively warned: the subsequent easing path may be less than expected!
Last week, a series of economic data in the usa indicated that inflation continued to slow, signs of cooling in the labor market, while consumer spending remained robust. However, the core issue currently facing the policymakers at the Federal Reserve is: how long will these trends continue, and at what level should interest rates remain stable?
Direct hit on the USA election: When is the earliest possible outcome of this election?
The earliest time the results of this year's usa election will be announced. Market volatility is likely to soar, traders need to do risk management.