Trump's Reciprocal Tariffs Could Bring Stagflation - and Deflate His Support
US Morning News Call | Tesla Short Sellers Gain $16.2 Billion Since December 17
Bank of America: Bull market sentiment has collapsed, and the allocation ratio of U.S. stocks has seen the largest historical decline.
The "bull market sentiment" of investors has collapsed, with the allocation ratio to USA Stocks in March hitting the largest decline on record.
Is the inflection point for the US stock market approaching? Goldman Sachs traders say that systematic deleveraging is nearing its end.
Recently, Goldman Sachs trader Scott Rubner pointed out in a report that the U.S. stock market may be at "the top of the 9th" in the market cycle, and that "systemic tail risk" is now upward, meaning systemic factors may drive significant upside in the U.S. stock market.
Key points of this week's Federal Reserve decision: How far away is the next interest rate cut?
At the Federal Reserve's March meeting, where it is almost certain that there will be no changes, investors may carefully look for a clue: how far is the Federal Reserve from the next interest rate cut? Currently, traders in the interest rate derivatives market expect that the Federal Reserve is likely to cut rates a total of three times this year, with the first cut starting in June.
Hong Kong stock morning report | The Ministry of Commerce will organize the pilot reform of the Autos circulation Consumer. The Chinese concept stock Golden Dragon Index closed at a 37-month high.
① The Ministry of Commerce stated that it will organize a pilot program for reforms in Autos circulation Consumer. ② OECD has lowered its Global economic growth forecast. ③ USA investment bank Lazard: It is expected that under inflationary pressure, the Federal Reserve will not cut interest rates in 2025. ④ Tesla China launched a free FSD experience event: lasting for 1 month.
