This week, the biggest variables in US stocks, bonds, and bitcoin.
Investors need to closely monitor the release of November CPI this Wednesday, which could be a "black swan" event that disrupts market expectations for a December rate cut by the Federal Reserve. Analysts suggest that if the CPI shows no significant increase in U.S. inflation, then a rate cut in December is highly likely. However, futures pricing indicates that the Fed may pause rate cuts at the January meeting next year.
Fed Officials Flag Inflation Concerns Ahead of Meeting on Rates
Will the U.S. stock market rise at least 5% next year? Wall Street's major firms have released their year-end forecasts: everyone is call!
Wall Street's outlook for the stock market in 2025.
Trump Taps Davis Sacks For AI, Crypto Czar
Stock Futures Are Little Changed After S&P 500 Posts Third-straight Winning Week
Stocks and Crypto Could Rally Through Year-end, but Watch for This Last Wild Card
Super Micro Computer, Lululemon And Roku Are Among Top 11 Large Cap Gainers Last Week (Dec 2-Dec 6): Are The Others In Your Portfolio?
Can Stocks Pull Off a Third Consecutive Year of Big Gains?
Bank of America Hartnett: The bubble in U.S. stocks and digital currency is intensifying.
Hartnett stated that the s&p 500 index and bitcoin have reached 6100 points and 100,000 dollars per ounce, respectively, indicating that a bubble has begun to form. If the s&p rises further to 6666 points (about a 10% increase from the current level), then the risk of an "overshoot" in the US stock market in early 2025 is very high.
Executive Reshuffles: INTC, ZS, ETSY and SEDG
After the non-farm payroll report was released, the FOMC members stepped in to "manage expectations": the Federal Reserve is at or near a point of slowing down interest rate cuts.
In 2024, FOMC voting member Harker stated that the Federal Reserve is "at or near" the point of slowing down interest rate cuts; Federal Reserve hawkish official and board member Bowman, who has permanent voting rights during her term, indicated that progress on inflation seems to have stagnated and still believes that inflation is more concerning than the labor market.
Weekly Buzz: Now THOSE are records!!
Why Powell and the Fed Should Pause Interest-rate Cuts in December
Michigan Consumer Sentiment Index Rises
Index Records are BACK for Friday Market While Unemployment Climbs | Live Stock
A Look Into Carpenter Tech Inc's Price Over Earnings
Musk, Ramaswamy Meet With Lawmakers, Hegseth in Jeopardy
Exchange-Traded Funds, Equity Futures Mixed Pre-Bell Friday Ahead of Eagerly Awaited Employment Situation Report
US Morning News Call | Stock Futures Little Changed as Traders Exercise Caution Ahead of Payrolls Data
Should investors chase the rise or avoid risks? The tug-of-war of global investors in the U.S. stock market!
For fund managers, the imminent return of President Trump to the White House and persistent inflation concerns give them reasons to feel anxious, but the biggest risk may lie in their dependence on the usa stock market.