What to Expect in the Week Ahead (MU, NKE, and FDX Earnings; Fed Interest Rate Decision)

Moomoo Breakfast USMar 16 04:51 ET

Has the era of 'easy wins' in the US stock market already come to an end? A large number of retail investors are fleeing under the impact of Trump.

Data shows that the percentage of investors who are optimistic about the U.S. stock market has fallen to its lowest level since September 2022. Many investors are turning to safe-haven Assets such as MMF, short-term Bonds, Gold, and European defense stocks. In the week ending March 5, retail investors had a net Inflow of 30.4 billion USD into MMF, setting a record for the highest single week in over a year.

wallstreetcn51minutes ago

How to bet on inflation in Europe and the United States? UBS Group provides a 'Trade Guide'.

UBS Group has released a Global inflation Bonds Trade strategy.

Zhitong Finance05:05 ET

Wall Street is changing its tune! Goldman Sachs warns that the theory of 'American exceptionalism' is fading, betting on Europe, China, and Emerging Markets.

The "exceptionalism of the USA" is diminishing, while Europe, China, and Emerging Markets are beginning to rise.

Zhitong Finance04:33 ET

Morgan Stanley: U.S. stocks may welcome a rebound in the short term, but long-term recovery needs to overcome numerous obstacles.

The Morgan Stanley strategy team pointed out last Sunday that after a significant decline since February, U.S. stocks have recently shown signs of a short-term rebound.

Zhitong Finance02:59 ET

The "US Fed Confidence Index" rises after dropping for 4 weeks, while the "US Fed House Price Index" continues to hit new lows not seen in over 8 and a half years.

The "Mainland Confidence Index" recently reported 60.7 points, up 0.8% week-on-week, rebounding after four consecutive weeks of decline. With Hong Kong stocks continuing to perform well, along with a positive atmosphere in the Hong Kong property market following the budget, it has strengthened owner confidence.

Zhitong Finance02:50 ET