No rush to cut interest rates! Federal Reserve's Bostic: Slowing down the pace can achieve dual goals.
1. The Federal Reserve should patiently and gradually lower its policy interest rate so that it can reduce the inflation rate to the target level of 2% and also prevent the US economy from falling into recession; 2. Bostonic expects that by the end of 2025, the inflation rate in the US may decrease to the target of 2% set by the Federal Reserve.
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).
