Wall Street is "waiting quietly" for the usa election, how will the election trade seize the opportunity?
The USA election is approaching, but Wall Street is surprisingly quiet.
CICC: The "turning point" of the Sino-US cycle has emerged, where are the new opportunities for asset allocation?
The changes in the cycles of usa and china have already given birth to the asset 'crossing point'. The changes in the cycles of usa and china have brought about relatively certain crossing points, including short-term debt in the usa, real estate chains, and export chains in china, with Hong Kong stocks (especially growth stocks) outperforming A shares.
S&P 500 Cracks Another New Record High: Can US Stocks Keep Charging Higher?
US stocks hit a new high again! For the first time in two years, one of Wall Street's largest bears has changed its attitude.
①Since October 2022, JPMorgan's strategists have been bearish on US stocks; ②However, according to a report released by the bank's Chief Global Equity Strategist Dubravko Lakos-Bujas on Tuesday, this situation seems to be changing; ③Although he did not update the year-end target price of 4200 points for the S&P 500 index, he did suggest investors not to be so bearish on the market.
Tracking individual stock ETFs 'explode', not enough US stock ETF codes available quickly.
ETFs used in the US market are running out of stock codes at an accelerating rate. Especially for ETFs that track individual stocks, the demand for attractive stock codes is sharply increasing. Because their codes must include the codes of the tracked stocks, the number of optional code combinations is very limited.
Just two days! The expectation of a 50 basis point rate cut was shattered as the 10-year US Treasury yield returned above 4%.
1. On Monday this week, the sharp drop in the US Treasury market further intensified, and the yield on the benchmark 10-year US Treasury bond returned above the 4% level, reaching its highest level since August; 2. Due to the unexpectedly strong US employment report announced last Friday, traders are forced to reevaluate their predictions for the outlook of the US Federal Reserve's monetary policy.
Organon, Howmet Aerospace And More: CNBC's 'Final Trades'
Express News | CNBC Halftime Report Final Trades: Organon & Co., Howmet Aerospace, ProShares Short QQQ
Goldman Sachs top traders respond to investors' most pressing question: Global stock markets, should you chase gains or not?
Goldman Sachs' head of hedge fund research Tony Pasquariello stated in the latest report that he still believes the market's main trend is upward, and certainly does not intend to stand in front of the central bank's 'cannons,' however, the market has already priced in much of these. There are two additional factors to pay attention to: earnings season and the US presidential election. China's policies have shifted, marking the beginning of a new trading cycle.
Is the US stock market still in the early stages of a bull market? Seasoned investors: the future may present a situation of "everything goes up"!
①Senior investor Eric Jackson said that the US stock market may see a situation where "everything is rising", especially technology stocks; ② He pointed out that the current economic growth and interest rate environment are reminiscent of the early stages of the 1982 bull market, which was one of the best-performing bull markets in US stock market history.
ProShares Short QQQ Declares Quarterly Distribution of $0.6775
Aim at 6000 points! Goldman Sachs: US stocks will face a smooth road after the presidential election, with middle cap stocks holding opportunities.
①Recently, with the boost of interest rate cuts, the bullish trend of US stocks reaching new highs seems unstoppable. Behind this lively performance, many Wall Street giants are clearly happy to add fuel to the fire... ②Goldman Sachs Chief US Stock Strategist David Kostin predicted on Tuesday that once the dust settles from the US presidential election, the US stock market is expected to continue to rise.
Goldman Sachs insiders are calling for continued optimism! Consensus suggests that after the election, the US stock market will continue to rise.
Goldman Sachs' Chief US Stocks Strategist David Kostin stated that once the results of the US presidential election are confirmed, it is clear that the US stocks will continue to rise. He expects the s&p 500 index to trade around 6000 points in a year.
One word sets off the global market, Powell said it ten times!
"Recalibration" of the cost-cutting of 50 basis points is the latest interpretation, igniting market risk appetite and boosting the rise of small cap stocks. However, there are opposing voices that believe the 50 basis point rate cut is mainly to address economic recession. If the subsequent economic deterioration forces the Fed to cut rates more aggressively, can we still use "recalibration" as an excuse?
Has the Fed's interest rate cut come too late? "Bond King" Gundlach: The US economy may already be in a recession.
Although the US stock market is delighted by the significant interest rate cut by the Federal Reserve, "bond king" Jeff Gundlach still believes that the Fed's interest rate cut came too late; Gundlach believes that the continuously increasing number of unemployed in the United States indicates that the US economy has entered a recession.
US "initial claims" data hits four-month low, enhancing the Federal Reserve's vision of a "soft landing".
①As of the week ending September 14, the seasonally adjusted number of initial claims for unemployment benefits was 2.19 million, the lowest reported since May 25 this year; ②jefferies financial analyst wrote that although this number has been gradually increasing since the beginning of this year, the growth rate is very moderate and is difficult to be seen as a sign of economic contraction.
The interest rate cut by the Federal Reserve has become the focus of the market again, with the narrative of the US economy's soft landing.
This week, the Federal Reserve held its most important meeting in recent history, with all investors' attention focused on one question: Did the Federal Reserve initiate a timely rate-cutting cycle to prevent the economy from slowing down too quickly?
Loose cycle begins! Take history as a lesson: There is a hidden connection between FED interest rate adjustments and election results.
①There is less than 7 weeks until the November 5th election. ②When the Federal Reserve cuts interest rates, the party in control of the White House has lost 5 out of 6 elections.
A review of Powell's speech: There is no fixed interest rate path, and there is currently no sign of a recession in the US economy.
①Powell said that there are currently no signs of a recession in the US economy, and he does not believe that an economic recession is imminent; ②Powell emphasized that no fixed interest rate path has been set and decisions will be made progressively through meetings.
Tonight, the world is paying close attention! The "giant ship" of the Federal Reserve's interest rate cut will officially set sail.
①For the global financial markets, tonight is destined to be a sleepless night... ②As scheduled, the Federal Reserve is scheduled to announce the September interest rate decision at 2:00 AM Beijing time on Thursday; ③It is generally expected in the industry that the Federal Reserve will announce the first rate cut in 4 years at this meeting, with little suspense, but at the same time, this is also the most 'mysterious' or uncertain Federal Reserve interest rate night in recent years.