US stocks closed | S&P, Dow hit new closing highs, Netflix soared more than 11% after earnings; Chinese concept stocks rose across the board, li auto inc rose more than 6%
1. China concept stocks are up across the board, with the Nasdaq Golden Dragon Index in China rising by 3.03%; 2. The US federal government has started investigating Tesla's FSD; 3. The US Federal Aviation Administration said it will launch a new round of safety reviews on Boeing; 4. Netflix hits a new all-time high, with the company's third-quarter performance and fourth-quarter performance guidance both exceeding market expectations.
Goldman Sachs remains bullish on US stocks: overall environment favorable for risk assets by the end of the year!
①Goldman Sachs analyst said that due to the risk preference sentiment supported by the economy, investors should favor stocks over bonds; ②The analyst stated that as long as the economy avoids recession, Fed rate cuts often support risks.
Bull market under stable interest rates: Why has the US stock market continued to rise over the past two years?
The s&p 500 index hit its 46th all-time high this Monday, with a year-to-date increase of 21.9%.
Wall Street hotly debates the two-year bull market of US stocks: crossed the mountain, the road is not over yet
①The current bull market in the US stock market began after the market crash in October 2022, and it has been exactly two years since then; ②Currently, Wall Street strategists interviewed by the media generally believe that unless there is an unexpected impact, the bull market in the US stock market is still expected to continue to run wildly.
The 'miracle' of the continuous record highs in the US stock market: Wall Street is in a panic but keeps buying non-stop.
①If people take a simple glance at the current USA market, what undoubtedly comes into view is a healthy picture; ②The s&p 500 index has just set the 45th historical high of the year, corporate bonds still showing no worrisome signs, while csi commodity equity index continues to rise under the optimistic sentiment of the global economy; ③However, after a deeper study, the outlook will quickly appear somewhat dim.
Stay vigilant, Goldman Sachs' top traders say they are expecting a "turmoil for the next month," the USA economy may not land.
Goldman Sachs hedge fund research director Pasquariello mentioned some key market variables, stating that Goldman Sachs' baseline forecast is for the Fed to cut rates by 25 basis points each at the remaining two meetings this year; hedge funds bought heavily last week after selling US technology stocks for five consecutive months, and bought even more rapidly this week, as the technology sector is about to enter the earnings season; the tense situation will continue until the results of the US presidential election in November are clear.
US Stock Futures Drift Higher as Markets Digest Hot CPI
"New Federal Reserve News Agency": In September, the CPI in the usa was mixed, with the road to cooling inflation continuing to be difficult.
Timiraos cited disappointing inflation data and industry views on cooling inflation in his latest article. He also quoted the latest speech from Atlanta Fed President Bostic, 'Maybe we should pause rate cuts in November.' Timiraos points out that investors have been reconsidering the pace of Fed rate cuts, as recent labor market data shows the US economy may be stronger than expected. Although investors still believe the Fed will cut rates at the remaining two meetings this year, they now think that the rate of rate cuts next year and the magnitude of cuts for the entire easing cycle will be smaller than expected a few weeks ago.
S&P/TSX Ticks Higher, U.S. Stock Markets Down on Latest Inflation Data
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