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The new U.S. Treasury Secretary's Hold Positions: S&P 500, Nasdaq, Bitcoin, Gold...
Bescent holds over 50 million dollars in S&P 500 and Chinaamc NASDAQ 100 ETF(QDII), between 0.25 million and 0.5 million dollars in iShares Bitcoin REITs ETF, as well as over 50 million dollars in US government bonds. Additionally, it includes various assets such as artworks, antiques, farmland, and luxury homes, with total assets amounting to at least 0.521 billion dollars.
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Zhao Yin International: The Federal Reserve may cut interest rates a total of 50 basis points in June and September.
Zhao Yin International predicts that the Federal Reserve may pause interest rate cuts in January, March, and May.
As US bond yields surge, the correct approach may be to increase the shareholding in US bond ETFs?
On Friday, the 10-year U.S. Treasury yield, known as the "anchor of Global Asset pricing," surged to 4.79%, the highest level since October 2023.
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CPI data may affect interest rate cut expectations, and data next week needs to be closely monitored.
Pay attention to the risks that may arise from short-term market fluctuations.
Goldman Sachs: "Under the leadership of the 'Seven Giants', the breadth of S&P Q4 earnings has become a new health barometer for the market."
Goldman Sachs Analysts believe that many large companies in the USA will announce their financial data for the last quarter of 2024 next month, and the growth rates of companies outside the "seven giants" will become a key Indicator in assessing the health of the market.
The "Super Week" is here, and the world is focused on China and the USA! China's GDP and the USA's CPI will soon be revealed, marking the opening of the earnings report season for US stocks.
This week can be described as a "super heavy week" for the financial markets, with Global investors focusing on China and the USA, these two superpowers.
Goldman Sachs Now Expects Two Fed Rate Cuts This Year, Down From Three