Top ten macro events globally in 2024: The US and Japan central banks both pivot, China's Assets explode, and epic surge of Gold and Bitcoin.

This year, major global central banks, including the Federal Reserve and the European Central Bank, have all entered a path of easing, while the Bank of Japan announced the end of the negative interest rate era. The narrowing of the interest rate differential between Japan and the USA briefly spurred a reversal in yen carry trades. Chinese assets have strongly rebounded under the boost of policy 'combinations'. The US elections have driven the 'Trump trade' to become popular, with Bitcoin and Gold, the two major assets, dominating in chaotic times.

wallstreetcnDec 31, 2024 03:09 ET

Here's the Breakdown for November CPI, in One Chart

In One ChartDec 11, 2024 08:47 ET · Macro

Last night, china assets went "crazy."

Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.

wallstreetcnDec 9, 2024 19:27 ET

Are Wall Street traders starting to layout A-shares? Unusual bullish bid in the options market for two consecutive days.

① On Monday, over 0.2 million call options for Direxion Daily CSI 300 China A Share Bull 2X Shares (CHAU) were bought; ② The options trading volume of this etf is usually quite low, with daily transactions often only in the hundreds to thousands. Therefore, the sudden emergence of 0.2 million single-day options large trades is extremely rare.

cls.cnDec 2, 2024 21:37 ET

Brokerage morning meeting highlights: continue to be bullish on the Chinese stock market with a "confidence reassessment bull market."

At today's brokerage morning meeting, China Securities Co.,Ltd. suggested continuing to be bullish on the Chinese stock market in the medium term with a 'confidence revaluation bull'; Galaxy Securities stated that top real estate companies are showing excellent operational management capabilities and have financial advantages, with the potential to further increase their market share; Citic Sec believes that the fiberglass industry is currently at a great opportunity allocation point.

cls.cnNov 26, 2024 19:42 ET

China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.

①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.

cls.cnNov 25, 2024 21:18 ET