Goldman Sachs argues that the Fed will soon begin cutting rates. The market almost fully expects a rate cut in September, which remains Goldman’s base case, but they believe there is sufficient reason for a cut as early as the July meeting. Goldman presents three main reasons for this: Firstly, if the reason for cutting rates is clear, why wait seven weeks to implement it? Secondly, monthly inflation fluctuations can be signi...
Investors bet that the unsuccessful assassination attempt on former President Donald Trump would be a tailwind for the Republican presidential candidate and his party in November’s election. A victory for the GOP at the polls could pave the way for favorable tax and fiscal policies for investors. The market also continued its rotation into small-cap stocks, with the$Russell 2000 Index(.RUT.US)$rising 1.8% during Monday’s session. Tom Lee, the head of research at Fundstrat Global Advisors, think...
Powell reiterated that recent inflation data was “quite good,” suggesting there’s no need to wait until it drops to 2% to cut rates. The “Fed whisperer” commented that Powell’s latest remarks imply rate cuts are imminent, although he did not reveal specific timing, which does not alter market expectations for a pause at the July meeting. Some analysts believe a rate cut in September is most likely. Powell also noted that if the labor market weakens unexpectedly, it ...
Record high The Dow Jones Industrial Average closed at an all-time high after former President Donald Trump survived an assassination attempt. The S&P 500 hit an intraday high and Nasdaq Composite rose 0.4%. The prospect of Trump’s reelection is seen as a positive for small caps, the Russell 2000 gained 1.8%, touching its highest level since 2022 and recording a fourth straight positive day. The yield on the 10-year Treasury edged up as investors analyzed comments f...
Powell’s dovish remarks and expectations of Trump’s policies drove$Dow Jones Industrial Average(.DJI.US)$to a record high. Capital rotation continued, with small-cap stocks surging over 2% at one point, leading the charge. Over four days, small-cap stocks have risen nearly 8%, marking the best performance in four years. Regional bank stocks have been up for six consecutive days. The chip sector opened high but closed lower.$Tesla(TSLA.US)$opened about 7% higher, closing nearly 2% up;...
Simon 5183Sung Jun Lee:
Did you know that DJT's market flow was only 0.19 billion shares, so short 0.5 billion shares? There should be a limit to nonsense!
Stocks: The Dow rose 0.53%, the S&P 500 increased 0.28%, and the Nasdaq climbed 0.4%. Bonds: The 10-year US Treasury yield rose by 4.46 basis points to 4.2274%. The two-year yield fell by 0.45 basis points to 4.4469%. Commodities: WTI August crude futures fell by $0.30, or over 0.36%, to $81.91 per barrel. Brent September crude futures fell by $0.18, or over 0.21%, to $84.85 per barrel. Spot gold rose 0.45% to $2422.27 per ounce. London tin fell over 1.3%, while nickel...
Firstly, post-pandemic inflation seasonal factors may exaggerate the slowdown in core inflation.
Secondly, oil, cars, and housing—three main factors slowing inflation—do not reflect weakened demand.
Thirdly, the labor market remains robust, and unfavorable inflation factors will increase monthly.
$S&P 500 Index(.SPX.US)$ $Nasdaq Composite Index(.IXIC.US)$ $Dow Jones Industrial Average(.DJI.US)$ $ProShares UltraPro Short QQQ ETF(SQQQ.US)$ $ProShares UltraPro QQQ ETF(TQQQ.US)$
$S&P 500 Index(.SPX.US)$ $CBOE Volatility S&P 500 Index(.VIX.US)$ $Nasdaq Composite Index(.IXIC.US)$ $Dow Jones Industrial Average(.DJI.US)$ $ProShares UltraPro Short QQQ ETF(SQQQ.US)$ $ProShares UltraPro QQQ ETF(TQQQ.US)$
Firstly, if the reason for cutting rates is clear, why wait seven weeks to implement it?
Secondly, monthly inflation fluctuations can be signi...
The market also continued its rotation into small-cap stocks, with the $Russell 2000 Index(.RUT.US)$ rising 1.8% during Monday’s session. Tom Lee, the head of research at Fundstrat Global Advisors, think...
The Dow Jones Industrial Average closed at an all-time high after former President Donald Trump survived an assassination attempt.
The S&P 500 hit an intraday high and Nasdaq Composite rose 0.4%.
The prospect of Trump’s reelection is seen as a positive for small caps, the Russell 2000 gained 1.8%, touching its highest level since 2022 and recording a fourth straight positive day.
The yield on the 10-year Treasury edged up as investors analyzed comments f...
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Capital rotation continued, with small-cap stocks surging over 2% at one point, leading the charge. Over four days, small-cap stocks have risen nearly 8%, marking the best performance in four years. Regional bank stocks have been up for six consecutive days.
The chip sector opened high but closed lower. $Tesla(TSLA.US)$ opened about 7% higher, closing nearly 2% up;...
The Dow rose 0.53%, the S&P 500 increased 0.28%, and the Nasdaq climbed 0.4%.
Bonds:
The 10-year US Treasury yield rose by 4.46 basis points to 4.2274%. The two-year yield fell by 0.45 basis points to 4.4469%.
Commodities:
WTI August crude futures fell by $0.30, or over 0.36%, to $81.91 per barrel. Brent September crude futures fell by $0.18, or over 0.21%, to $84.85 per barrel. Spot gold rose 0.45% to $2422.27 per ounce. London tin fell over 1.3%, while nickel...
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