Powell falls into Trump's hands again, how will tomorrow's tough battle be fought?
Powell will need to assure global investors that the Fed can control the impact of Trump's second term and a possible upcoming "Republican sweep".
The Fed's interest rate cut in November was "no surprise," but has Trump's shadow already cast over Powell?
Wall Street is cutting back on its forecast for a Fed rate cut, with JPMorgan expecting a smaller rate cut after the election than priced in before. Bank of America believes the Fed may pause rate cuts, while Nomura predicts the Fed will only cut rates once next year, compared to the previous expectation of four rate cuts.
Futu Morning Post | Trump's trades sweep the market! Three major indices hit historical highs together; with the election settled, Wall Street adjusts down the expectations for Fed rate cuts.
First European Central Bank official to speak out after Trump's victory: closely watching, inflation may face huge impact; mortgage rates soaring along with US bonds, reaching the highest level since early July this year; jefferies financial: the pace of implementation of Trump's policies will dominate the future trend of the US dollar.
U.S. stocks closed | The three major indexes surged violently, hitting record highs together! The 'Trump trade' swept the market, with Tesla soaring nearly 15%.
Dow Jones posted its best two-year gain, small cap index rose nearly 6%, banks index surged over 10%, oil, steel, and crypto stocks soared, while European and American solar stocks all plunged, Trump's media technology surged nearly 35% before closing up by about 6%.
USA Election: The overall situation is settled, what lies ahead?
Trump leads in all 7 swing states. The Republican Party controls the Senate and is highly likely to control the House of Representatives. Such a significant lead indicates a rightward shift in the American political spectrum, with Republican political influence rising. American society may once again shift from 'pursuing fairness' to 'pursuing efficiency.'
Fed's Confidence in Flagging Rate Cuts 'Might Wane' as Trump's Economic Impact Unfolds
Trump's 'Second Impeachment', inflation risk still ignored by the market? Experts: Don't underestimate it too much.
Bloomberg macroeconomic strategist Simon White believes that while it is generally believed that Trump's policies will fuel inflation in the USA, the market currently still underestimates the inflation outlook. He stated that, based on risk adjustment, inflation-linked bonds remain one of the best assets to combat rising inflation.
Stocks and the foreign exchange market both rise, while US bonds plummet! Is this kind of "Trump trade" really right?
Four major issues deserve attention: whether the Republican Party can control the House of Representatives remains uncertain; Trump's immigration and tariff policies have a negative impact on the US economy; compared to Trump's first term, the US stocks have become very expensive; will traders repeat the mistakes of 2016 and bet on the market trends after Trump takes office.
US stock market early trading | The three major indexes collectively rise, with the Dow rising nearly 3%! Stocks related to Donald Trump surging, Tesla up over 10%, Coinbase skyrocketing 17%, DJT's increase falling back to 12%
On the evening of the 6th Beijing time, the US stock market surged at the opening on Wednesday, with the Dow rising more than 1300 points. Investors are paying attention to the impact of Trump's victory on the US stock market and economy, with investment targets that may benefit during Trump's term rising. The Federal Reserve is starting a two-day monetary policy meeting today, with the meeting results to be announced on Thursday.
Trump secures the White House! The US bond market is undergoing a huge wave, and the Fed's policy is facing a major test.
①Republican presidential candidate Trump secures election victory, Republicans win Senate control; ②U.S. 10-year Treasury notes yield surged by 18 basis points, 2-year U.S. Treasury notes yield rebounded to a high since August, USD index soared by 180 points. ③Republican control of the Senate may lead to a shift in economic policy, increasing deficits and inflation, sparking market concerns about the Fed's future room for interest rate cuts.
"Xin Mei Federal News Agency": If the Republican Party "sweeps" both houses, the Federal Reserve may revise its "basic assumptions" in December.
Timiraos believes that the results of the USA election are not yet likely to change the bank's mmf policy stance, unless the Federal Reserve has fully understood the specific measures taken by Trump in the areas of domestic taxes, tariffs, and immigration policies. If the Republican Party sweeps both houses of Congress, then the Federal Reserve may "begin to modify some basic assumptions" at the December meeting.
US stock market outlook | Trump's victory, market all turn to Trump trade! DJT soars 37% in pre-market trading, Tesla up more than 12%
Delisting crisis worsens! super micro computer Q2 guidance falls short of expectations, annual report release time still uncertain; The next step for the Federal Reserve: Trump's influence is far greater than Powell's.
Will U.S. Treasury Yields Surge Postelection? ETFs in Focus
Trump returns to the White House! Learning from history: how did the market perform after previous US elections?
①After each presidential election day since the beginning of this century, how has the US market performed? ②According to statistics, there have been significant differences in market reactions after the elections: in the six US presidential elections since 2000, as of the end of November, the S&P 500 index has risen three times and fallen three times. The 10-year US Treasury bond yield has fallen four times and risen twice.
Trump wins the election! Related concept stocks all soared, what else should we pay attention to in the future?
Minsheng Securities believes that for Trump's policies, two approaches need to be followed: what is said after the election is more important than what is said before the election; actions speak louder than words.
Trump gave a victory speech: We have made history, the usa will usher in a "golden age".
1. Trump announced victory in the 2024 presidential election, thanking supporters and promising to "fix everything in the usa"; 2. Multiple American media outlets have calculated that Trump has secured at least 270 electoral votes, but Democratic candidate Harris has not yet admitted defeat.
U.S. Treasury Selloff Could Be Excessive; Fed to Continue to Cut Rates -- Market Talk
Daily Options Recap | Trump announces victory, tesla surges more than 12% pre-market! Multiple call options expiring this Friday doubled profits; Palantir soared 23% yesterday, with the most profitable call option rising by 670% in a day.
Trump Media Technology Group fell by 1.16% last night, with large investors concentrating their bets. There were 24 large options trades of millions of dollars last night, with most trading options expiring this month.
Is Trump's victory in the bag? Related assets are rising sharply, take a look at the latest market analysis.
On November 6, the US election became the focus of the global market, with various assets experiencing significant fluctuations.
Big news! Trump has secured victory! What impact will it have on the financial markets?
Big news! Trump has already won at least 270 electoral votes, and will return to the White House in January next year! What impact will this have on the US economy and the global financial markets?