Morgan Stanley CIO: The US stock market will experience "ice and fire" in 2025, with a difficult start in the first half of the year!

1. Michael Wilson, Chief Investment Officer of Morgan Stanley, stated that the challenges faced by US stocks in the first half of the year are greater, as the surge in bond yields and the strengthening dollar pose risks to the stock market. 2. He pointed out that the correlation between the S&P 500 Index and US Treasury yields has turned into a "decisive negative correlation," a divergence that has not been seen since last summer.

cls.cn21:42 ET

China Securities Co.,Ltd.: The future trends of the US stock market depend on the sustainability of the Technology revolution driven by AI.

The underlying logic of the Reagan cycle is to suppress inflation with tight MMF, stimulate growth with loose regulation, and ultimately create a cycle of "economic growth - strong dollar - strong U.S. stocks" in growth, liquidity, and Assets.

Zhitong Finance18:44 ET

U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.

① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.

cls.cn17:19 ET

US Morning News Call | Investors Anticipate NVIDIA Stock Surge Ahead of CES

Moomoo Breakfast USJan 6 08:03 ET

What to Expect in the Week Ahead (FOMC Minutes; Non-Farm Payrolls)

Moomoo Breakfast USJan 5 20:05 ET

Ned Davis Warns It May Cut Exposure to US Equities After Selloff

BNN BloombergJan 3 13:30 ET