The biggest obstacle to the Federal Reserve's interest rate cuts in 2025: inflation and Trump.
The anti-inflation process has stagnated, and meanwhile, under Republican control, several Congressional agendas will further increase inflation.
Be careful of a significant pullback in the U.S. stock market! Goldman Sachs sounds the alarm for 2025: three major risks loom.
Goldman Sachs warned on Thursday that U.S. stocks will face a series of risks in 2025, which increase the likelihood of a significant market correction at some point this year; The three main risks are: a sharp rise in U.S. stocks in 2024, overly high U.S. stock valuations, and high or increased market concentration risk within the investment portfolio.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
Goldman Sachs strategists warn: The pricing of U.S. stocks is at a "perfect level" and is likely to experience a pullback.
Goldman Sachs' Chief Global Equity Strategist Peter Oppenheimer warned that as investors digest the uncertainty surrounding rising Bond yields, overvaluations, and further interest rate cuts, the current "perfect" earnings market environment may be difficult to sustain.
Tonight's non-farm payroll report is coming! Signals of a slowdown in employment growth have emerged, and the health status of the labor market will soon be revealed.
With the recent continuous rise in the US dollar and US Treasury bond yields, the market is highly focused on the upcoming US non-farm employment data for December, which will be announced at 20:30 Beijing time on Friday.
Quietly, the Federal Reserve has given more attention to this "new" inflation Indicators.
Including Federal Reserve Chairman Powell, senior officials of the Federal Reserve are increasingly focusing on a lesser-known inflation Index—the market-based version of the Personal Consumer Expenditure Price Index, which excludes a range of service industry data that its collectors cannot measure directly and must estimate. Currently, this Index is closer to the Federal Reserve's 2% inflation target, potentially indicating that the threshold for further interest rate cuts is lower than the market anticipates.