JintaHong CFA
reacted to and commented on
Since August, changes in U.S. employment and inflation data have led to a continuous strengthening of market expectations for a Federal Reserve rate cut. As of September 2nd, the yield on 10-year U.S. Treasury bonds has dropped by 62 basis points from its peak at the beginning of July, falling to 3.862%. The significant decline in U.S. Treasury yields is primarily due to disappointing non-farm em...
![The U.S. Economy Shows Resilience, US Treasury Yields May Rebound After Rock Bottom | Moomoo Research](https://ussnsimg.moomoo.com/sns_client_feed/71146480/20240902/1725277760884-8fb96becbf.png/thumb?area=100&is_public=true)
![The U.S. Economy Shows Resilience, US Treasury Yields May Rebound After Rock Bottom | Moomoo Research](https://ussnsimg.moomoo.com/sns_client_feed/71146480/20240902/1725277760998-bb9b54ba62.png/thumb?area=100&is_public=true)
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most comprehensive article I've read recently on rate decisions and the macro. Highly recommend give it a read
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JintaHong CFA
reacted to
by Jinta Hong, CFA
Concerns about Trumpflation
Though Donald Trump promised to end the inflation nightmare, many economists warn that his policies could, in fact, increase the upside inflation risk, termd "Trumpflation". This is attributed to several factors, including his 2.0 policies of tariff, tax, immigration, and monetary. According to the latest polls by FiveThirtyEight, Kamala Harris (47.1%) and Donald Trump (43.6%) remained statis...
Concerns about Trumpflation
Though Donald Trump promised to end the inflation nightmare, many economists warn that his policies could, in fact, increase the upside inflation risk, termd "Trumpflation". This is attributed to several factors, including his 2.0 policies of tariff, tax, immigration, and monetary. According to the latest polls by FiveThirtyEight, Kamala Harris (47.1%) and Donald Trump (43.6%) remained statis...
![Trumpflation breakdown: Goldman Sachs suggests gold buying](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240829/1724913705083-19732c7562.png/thumb?area=102&is_public=true)
![Trumpflation breakdown: Goldman Sachs suggests gold buying](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240829/1724913829526-1d4c40b695.png/thumb?area=102&is_public=true)
![Trumpflation breakdown: Goldman Sachs suggests gold buying](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240829/1724913904620-4cb29fbd46.png/thumb?area=102&is_public=true)
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JintaHong CFA
commented on
What sectors are you betting on if Trump or Harris win?
I focus on stocks that are resilient to the outcome of the 2024 election, prioritizing broader economic trends and company fundamentals over political fluctuations.
Two sectors expected to perform well regardless of election results are defense and cybersecurity. In the defense sector, companies such as $Northrop Grumman (NOC.US)$, $General Dynamics (GD.US)$ and $Lockheed Martin (LMT.US)$ are well-positioned due to ...
I focus on stocks that are resilient to the outcome of the 2024 election, prioritizing broader economic trends and company fundamentals over political fluctuations.
Two sectors expected to perform well regardless of election results are defense and cybersecurity. In the defense sector, companies such as $Northrop Grumman (NOC.US)$, $General Dynamics (GD.US)$ and $Lockheed Martin (LMT.US)$ are well-positioned due to ...
![Trump Trade vs Harris Trade](https://sgsnsimg.moomoo.com/sns_client_feed/102728235/20240826/5489dd3c5b79d8ed976d3204a7810caa.jpg?area=101&is_public=true)
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JintaHong CFA
liked
By Jinta Hong, CFA
The Democratic National Convention (DNC) 2024, held from Aug 19 to 22 in Chicago, has been a remarkable event, featuring speeches from prominent figures in the Democratic Party. Here’s a recap of key moments, including speeches from Kamala Harris, Tim Walz, Joe Biden, Bill Clinton, Nancy Pelosi, and the Obama couple.
However, during the same period, an 66-year-old Arizona man, Ronald Syvrud,...
The Democratic National Convention (DNC) 2024, held from Aug 19 to 22 in Chicago, has been a remarkable event, featuring speeches from prominent figures in the Democratic Party. Here’s a recap of key moments, including speeches from Kamala Harris, Tim Walz, Joe Biden, Bill Clinton, Nancy Pelosi, and the Obama couple.
However, during the same period, an 66-year-old Arizona man, Ronald Syvrud,...
![NBA coach invokes Stephen Curry's 'night night' against Trump: Highlights from the DNC](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240823/1724401413168-d700c28ae9.jpeg/thumb?area=102&is_public=true)
![NBA coach invokes Stephen Curry's 'night night' against Trump: Highlights from the DNC](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240823/1724401549150-e32f058d58.png/thumb?area=102&is_public=true)
![NBA coach invokes Stephen Curry's 'night night' against Trump: Highlights from the DNC](https://sgsnsimg.moomoo.com/sns_client_feed/151000101/20240823/1724401562640-5628fb2c4e.jpeg/thumb?area=102&is_public=true)
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JintaHong CFA
liked
The recent buzz surrounding former U.S. President Donald Trump has heightened expectations of his potential victory in the upcoming U.S. presidential election. As a result, the market has once again witnessed the emergence of the "Trump Trade."
For the first time, the yield on 30-year Treasury bonds has exceeded that on 2-year bonds, the futures of the three major U.S. stock indices have collectively risen, and the pric...
For the first time, the yield on 30-year Treasury bonds has exceeded that on 2-year bonds, the futures of the three major U.S. stock indices have collectively risen, and the pric...
!["Trump Trade" Sweeps the Market - Master the Latest Deployment Opportunities](https://sgsnsimg.moomoo.com/sns_client_feed/102186249/20240821/1724235397501-8433d5336b.webp/thumb?area=101&is_public=true)
!["Trump Trade" Sweeps the Market - Master the Latest Deployment Opportunities](https://sgsnsimg.moomoo.com/sns_client_feed/102186249/20240821/1724235397958-dbe0fc80ea.webp/thumb?area=101&is_public=true)
!["Trump Trade" Sweeps the Market - Master the Latest Deployment Opportunities](https://sgsnsimg.moomoo.com/sns_client_feed/102186249/20240821/1724235396304-7dd284bd0e.webp/thumb?area=101&is_public=true)
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