Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 dollars.
![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240531/cb9588151e444b20971aae7b19508b3b.png/big?area=105&is_public=true)
Good evening, Moomoo users!
Here are tonight's market rumors on NY stocks.![]()
Market overview
Firstly, as major central banks around the world gradually begin their easing cycle, the growth of money supply is increasing again, pushing up price risks. According to data, the real yield on US 10-year bonds has decreased by more than 50 basis points since its peak in late April.
Firstly, as major central banks around the world gradually begin their easing cycle, the growth of money supply is increasing again, pushing up price risks. According to data, the real yield on US 10-year bonds has decreased by more than 50 basis points since its peak in late April.
![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240903/75cae00a87b085f352f449a1f3579aff.png/big?area=105&is_public=true)
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Thirdly, there is the possibility that geopolitical shocks could push up commodity prices. In recent years, geopolitical conflicts have occurred frequently, causing energy prices and shipping prices to rise on several occasions.
Lastly, this report argues that global real yields are rising due to the impact of the coronavirus, as well as the cost of government deficits and fiscal stimulus. In other words, financial policies may need to provide more economic stimulus than in the past to address potential future economic downturns, which could significantly push up inflation rates.
Related articles:What are the important events for US stocks to watch in September? The first debate between Mr. Harris and Mr. Trump, FOMC interest rate decision and economic outlook, Apple product event, etc.
Lastly, this report argues that global real yields are rising due to the impact of the coronavirus, as well as the cost of government deficits and fiscal stimulus. In other words, financial policies may need to provide more economic stimulus than in the past to address potential future economic downturns, which could significantly push up inflation rates.
Related articles:What are the important events for US stocks to watch in September? The first debate between Mr. Harris and Mr. Trump, FOMC interest rate decision and economic outlook, Apple product event, etc.
According to Pasquariello, this signals that while the technology sector continues to grow strongly, the discussion around capital investment is heating up and the theme of AI is becoming increasingly "two-sided".
Mr. Tony believes that while US consumption has significantly slowed down compared to a year ago, it remains resilient and is stronger than what short sellers anticipate.
Mr. Tony believes that the current range of the US stock market's rise is exceeding expectations. Since the beginning of this year, 6 out of the 11 sectors of the S&P (financials, utilities, industrials, healthcare, materials, and real estate) have reached their highest levels in 52 weeks, which is a positive signal according to Mr. Tony. Looking ahead, he expects there may be "some volatility" in the fall due to the possibility of the September Fed rate cut remaining at 25 basis points, disappointing results in August's non-farm payroll numbers, and increasing uncertainty surrounding the US presidential election.
Mr. Tony believes that while US consumption has significantly slowed down compared to a year ago, it remains resilient and is stronger than what short sellers anticipate.
Mr. Tony believes that the current range of the US stock market's rise is exceeding expectations. Since the beginning of this year, 6 out of the 11 sectors of the S&P (financials, utilities, industrials, healthcare, materials, and real estate) have reached their highest levels in 52 weeks, which is a positive signal according to Mr. Tony. Looking ahead, he expects there may be "some volatility" in the fall due to the possibility of the September Fed rate cut remaining at 25 basis points, disappointing results in August's non-farm payroll numbers, and increasing uncertainty surrounding the US presidential election.
![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240903/9976d7d8d78dafb601115afef85bb75b.png/big?area=105&is_public=true)
Currently, the interest rate market has factored in a 33-basis-point rate cut in September. Mr. Tony pointed out that the US non-farm payroll numbers, which will be released on Friday, will likely be the decisive factor in the Fed's decision. He mentioned that from a long-term perspective, inflation data determines the trajectory of the easing cycle, economic data determines the pace and scale of the easing cycle, and the next economic indicator will continue to be of market interest.
![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240903/6a476ddf0d6bed90a4681c8883ab17fc.png/big?area=105&is_public=true)
Crude oil prices have sharply declined, with Brent crude oil wiping out all the gains made this year.
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![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240903/0beeb5e59371d8eb8462c828cd9a7eca.png/big?area=105&is_public=true)
It fell by 3.0% during the day, to $71.29 per barrel. Brent crude oil dipped below $75 per barrel, erasing all the gains made in 2024.
The Governor of the Central Bank of Libya stated that factions close to reaching an agreement are expected to resume oil production.
According to reports, Intel is preparing to present a plan to split the company.
According to Reuters,
the top executives of the chip manufacturing company, including CEO Pat Gelsinger, are expected to present a plan to separate part of the business to the board of directors in mid-September, aiming to cut costs.
According to Reuters, company executives are considering the possibility of separating the programmable chip unit, Altera, but have no plans to separate the foundry business for contract chip manufacturing.
- $Crude Oil Futures(OCT4) (CLmain.US)$ According to reports, Intel's stock price, which fell 26% after announcing disappointing quarterly results in August, rose more than 9% on Friday following reports that they have hired a
米国株 vs 9月の呪い!宿命に打ち勝てるか?9月の投資法は
- $Crude Oil Futures(OCT4) (CLmain.US)$ According to reports, Intel's stock price, which fell 26% after announcing disappointing quarterly results in August, rose more than 9% on Friday following reports that they have hired a
米国株 vs 9月の呪い!宿命に打ち勝てるか?9月の投資法は
世界市場は波乱の1ヵ月を終えた。先月、米労働市場の急激な減速の兆しが景気後退への懸念を引き起こし、円キャリー取引の影響が暴落に拍車をかけた。その後、米経済の堅調な成長を示すデータが投資家の不安を和らげた。これにより、先週の
has once again reached a new all-time high. $Intel (INTC.US)$ is also approaching that level.
【決算プレビュー】AI株NO.2のブロードコム、次のエヌビディアになれるかhas once again reached a new all-time high. $Intel (INTC.US)$ is also approaching that level.
米半導体大手の $Morgan Stanley (MS.US)$ And $Goldman Sachs (GS.US)$ーmoomooニュースZeber
【Financial Preview】Can Broadcom, the No.2 AI stock, become the next Nvidia?
The U.S. semiconductor giant $Broadcom (AVGO.US)$
The U.S. semiconductor giant $Broadcom (AVGO.US)$
- moomoo News Zeber
Source: moomoo, Bloomberg
This article uses auto-translation partially.
Source: moomoo, Bloomberg
This article uses auto-translation partially.
![Outlook for the USA market: It is premature to dismiss inflation risks, according to Mr. Allen from deutsche bank. The dow average starts with a decrease of 73 ...](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/big?area=105&is_public=true)
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