Is the US stock market not calm tonight? $3 trillion huge options expiring, Goldman Sachs: This time is different.
Goldman Sachs points out that the US stock market is approaching the election, and the expected major decline has not yet occurred. The VIX volatility has not risen along with the s&p 500's increase, so investors holding put options need to consider the possibility of the US stocks continuing to rise.
Debon Securities: The mild decline in inflation in the usa, the cessation of rate cut trade, and the positioning of inflation trade.
From the perspective of the capital markets, when the Dow Jones Industrial Average performs well, the probability of the same party's reelection success is higher, and currently the US stock market reflects a Democratic Party advantage.
10/17 [Strength and Weakness Material]
[Bullish and bearish factors] Bullish factors include: dow jones industrial average rose (43,077.70, +337.28), Nasdaq Composite Index rose (18,367.08, +51.49), 1 USD = 149.50-60 yen, Chicago Nikkei futures rose (39,450, +260 compared to Osaka), SOX index rose (5,155.86, +10.65), VIX index decreased (19.58, -1.06), decline in long-term US interest rates, expectation of inflation easing in the USA, active share buyback, request from Tokyo Stock Exchange to enhance corporate value.
VTI ETF Climbs 0.5%
10/16 [Strength and Weakness Materials]
[Bullish and bearish factors] Bullish factors: Nikkei Average is rising (39,910.55, +304.75), while US long-term interest rates are falling. Expectations for easing inflation in the USA, active share buybacks, and requests from the Tokyo Stock Exchange to improve corporate value. Bearish factors: NY Dow Jones Industrial Average is falling (42,740.42, -324.80), Nasdaq Composite Index is falling (18,315.59, -187.10), 1 dollar = 149.20-30 yen, Chicago Nikkei futures are falling (38,955, Osaka comparison -955), and SOX index is falling (5,145.2).
Daiwa: Strengthening of the US dollar may threaten the rise of US stocks.
morgan stanley's chief U.S. stocks strategist Michael Wilson said that the strengthening of the U.S. dollar may be one of the few obstacles threatening the rise of U.S. stocks.
