Market Volatility Jumps to Its Highest Level in Nearly Three Weeks
Stay put or cut interest rates as planned? Tonight's PCE will add fuel to the direction of next week's Fed decision.
The latest performance of the inflation index favored by the Federal Reserve is about to be released, the US Department of Commerce will release the US September Personal Consumption Expenditure Price Index (PCE) tonight, a key data disclosed before the Fed's interest rate decision next week.
Is there a hidden mystery in the US stock earnings conference? Bank of America: A key word frequently appearing sends a major bullish signal.
①As the third financial reporting season of the US stock market continues, more than one-third of US stock companies have already released their third-quarter financial reports; ②Bank of America has conducted a detailed analysis of the wording used by executives of US stock companies during the third quarter earnings conference calls, and has interpreted a significant signal: US stock company profits will increase significantly in 2025.
Four major historical lessons from the trade of the USA presidential election.
Deutsche Bank believes that the market performance after Donald Trump's unexpected election in 2016 will not be repeated, and the US stock market may face challenges due to controversial election results. If the new president cannot control either house of Congress, it will affect the implementation of future agendas. In addition, polling errors have a ripple effect and are not necessarily accurate.
Goldman Sachs predicts that the future 10-year ROI of US stocks will be as low as 3%, which has been refuted by many Wall Street professionals.
At present, there is no reason to believe that, with the passage of time, the economy and the market will face insurmountable challenges. Long-term gaming remains undefeated, and long-term investors can expect this momentum to continue.
What to Expect in the Week Ahead (GOOGL, AAPL, META Earnings; Jobs Report)
Goldman Sachs 'sings a different tune'! Wall Street bulls: It's unlikely that the US stock market will fall into a 'lost decade'.
①Goldman Sachs predicts that after experiencing a high-growth period in the past decade, the US stock market will face a "lost decade"; ②Long-time Wall Street bull Ed Yardeni believes that Goldman Sachs's prediction of low returns for the US stock market in the next ten years is too conservative; ③He believes that the next decade will see a stock market prosperity similar to the "roaring twenties".
Citic Securities: U.S. stocks rise to exhaust optimism, beware of liquidity turning downward beyond expectations.
With the outcome of the election settled and bullish factors already reflected, and with liquidity continuing to shrink, the risk of a pullback in the US stock market is increasing.
The important driver of the continuous rise of the "anchor of global asset pricing": Fed officials calling for a "hawkish rate cut".
Daly said that as the inflation rate continues to decline, the Fed needs to make adjustments; other Fed officials generally expressed support for slowing the pace of rate cuts rather than continuing the extraordinary pace of up to 50 basis points in September.
Top economists warn of the risk of a sharp drop in US stocks and suggest investing this way...
①Top economists warn that the stock market in the usa is experiencing a bubble and there is a risk of a significant drop; ②He advises investors to pay attention to several key sectors and to add 'a dose of insurance' to their investment portfolios.
Are the fluctuations in the US stock market intensifying before and after the election? Wall Street technical analyst: US stocks may have a short-term pullback of 7%.
①With the gradual approach of the USA presidential election, the market is paying more attention to the recent volatility risks of the US stock market; ②Recently, according to the technical analyst Mark Newton of Fundstrat, purely from a technical analysis perspective, there is a possibility of a 7% pullback in the US stock market by mid-November.
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.
The Stock Market Is Rallying Because 'Fear Has Left the Building.' Here's the Danger
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.