US Morning News Call | US Strengthens Global Controls on AI Chip Exports
Express News | US tightens its grip on AI chip flows across the globe
Investors Hope Earnings Season Can Revive Faltering Stock Rally
As US bond yields surge, the correct approach may be to increase the shareholding in US bond ETFs?
On Friday, the 10-year U.S. Treasury yield, known as the "anchor of Global Asset pricing," surged to 4.79%, the highest level since October 2023.
The "Super Week" is here, and the world is focused on China and the USA! China's GDP and the USA's CPI will soon be revealed, marking the opening of the earnings report season for US stocks.
This week can be described as a "super heavy week" for the financial markets, with Global investors focusing on China and the USA, these two superpowers.
JPMorgan's leader, Jamie Dimon, supports tariffs: they help address competition and security issues.
Trump is a "negotiator," said Dimon in an interview; the JPMorgan CEO also pointed out that any tool can cause damage if it is "misused."
After the non-farm payroll report hit hard, Wall Street is "dizzy": Is the Federal Reserve pausing interest rate cuts, or completely not lowering them at all?
① The unexpectedly high figures have prompted Wall Street Analysts to adjust their determinations on the USA Federal Reserve's interest rate cuts; ② A relatively unified opinion is that there is no possibility of an interest rate cut in this month's meeting, nor is it very likely in March, with significant differences in determinations afterward; ③ At this critical moment, USA Consumer inflation expectations have sharply risen, and Biden has again demonstrated the White House's ability to stir up the Energy market before leaving office.
Risk aversion sentiment sweeps through! Unexpected non-farm data cannot stop the strong rise of Gold.
Gold prices rose further on Friday, marking a strong end to the week.
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OTR Global Upgrades VF to Positive
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Argus Research Maintains Hold on Bath & Body Worksto Hold
Shares of Airline Stocks Are Trading Higher in Sympathy With Delta, Which Rose After Reporting Strong Q4 Financial Results.
December US Nonfarm Payrolls Rise More Than Expected, Unemployment Rate Slows
Express News | After the release of the nonfarm payroll data, the three major stock index futures plummeted. Dow futures fell over 0.66%, S&P 500 futures dropped 0.7%, and Nasdaq 100 futures declined nearly 1%. The dollar index rose by 0.57% to 109.79.
US Morning News Call | Market Focuses on Today's Release of Nonfarm Payrolls
Goldman Sachs strategists warn: The pricing of U.S. stocks is at a "perfect level" and is likely to experience a pullback.
Goldman Sachs' Chief Global Equity Strategist Peter Oppenheimer warned that as investors digest the uncertainty surrounding rising Bond yields, overvaluations, and further interest rate cuts, the current "perfect" earnings market environment may be difficult to sustain.