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.