Trillion dollars!This year, global etf set a record for attracting funds.
As of October 31, the net inflow of funds into global etf this year has reached 1.4 trillion USD, exceeding the record of 1.33 trillion for the entire year of 2021. Demand for fixed income, csi commodity equity index, and stocks etfs is booming, with an inflow of 11.7 billion USD into china stocks etf in October (etfs listed overseas in china), more than double the peak in June 2022.
US stock investors "fasten your seat belts"! Morgan Stanley: Three major risks may disrupt the "Trump trade".
①Morgan Stanley outlined three major risks that could disrupt the 'Trump trade' in a recent report. ②Firstly, a significant increase in US Treasury yields could trigger anxiety among stock investors. Secondly, a strong US dollar could mean trouble for large cap stocks. Thirdly, stock prices are overvalued.
Lock in the finance minister target this week? The media reported that Trump tends to choose Wall Street veterans.
Media reports that former Soros Fund manager Scott Bessent, hedge fund tycoon Paulson, and former U.S. Trade Representative Lighthizer are all possible candidates for the Secretary of the Treasury; the Treasury Secretary interviews will be held at the Mar-a-Lago estate, with an expected five to eight candidates, each presenting their situation with a PPT demonstration and indicating their recommenders, for Trump to assess how important this person is to his inner circle.
Trump 2.0 is coming! As the US stock market soars, analysts warn: "Bearish" should not be ignored.
①After the outcome of the USA election has been determined, the three major stock indexes in the USA hit historic highs; ②Wall Street analysts say that based on Trump's previous promises of tax cuts and relaxed regulations among other positions, there may be a more positive prospect for growth policies for USA companies. ③However, analysts also warn that the long-term bearish threat of Trump 2.0 on the USA stock market still exists.
Wall Street consensus: U.S. stocks can soar again "wildly" before the end of the year, just waiting for the results of the election to be announced!
①Wall Street strategists predict that the results of the usa election will set the foundation for a stock market rebound; ②Jefferies financial strategist said, the stock market weakness in the week before the vote is usually a sign of strong performance in the following month, and last week's plunge may be a call signal.
Goldman Sachs top traders: 'Fasten your seat belts' on election day, any clear outcome will greatly impact US stock market volatility.
Goldman Sachs hedge fund research director Pasquariello said that in recent weeks, the trading community has significantly reduced risks, with substantial reductions in positions in the macro area, most notably in the position of US interest rates; if investors quickly catch up with the market trends brought by the initial election results, he will closely monitor the bond market.