The Trump team is reportedly formulating a universal tariff plan, but is considering targeting only key industries.
According to informed sources, Trump's assistants are still discussing plans for imposing tariffs on commodities from all countries, but the scope has significantly narrowed.
U.S. Stock Market Outlook | The three major Futures indices are rising, with Nasdaq Futures up over 1%. AI chip stocks and Robot Concept are strong in pre-market trading, Taiwan Semiconductor is up nearly 5% hitting a new high, and KITT surged over 60%.
Goldman Sachs: Currently expected that the Federal Reserve will cut interest rates by 75 basis points this year, lower than the previously expected 100 basis points; Trump 2.0 raises inflation concerns, traders are Bearish on this year's USA bond market outlook; two Federal Reserve officials have expressed hawkish views: the fight against inflation has not yet achieved victory.
Strategists warn: Trump's 2.0 deregulation may fall short of market expectations, and US stocks may face a correction.
A recent ruling by the USA Supreme Court may weaken one of Wall Street's greatest hopes for Donald Trump's upcoming second presidential term – that a large-scale deregulation policy will drive up stock prices of American companies.
The trader who made a fortune of 3 billion dollars in 2008 has made a comeback, betting on the volatility of the USA market.
Steve Diggle, a former hedge fund manager who made billions during the Global financial crisis, believes that the threats to current market stability have reached their highest levels since 2008. His family office plans to seek up to 0.25 billion dollars in investments in the first quarter of this year to cope with the current risky market environment.
Chip stocks drive the USA market up; key data sets the tone for MMF policy.
US Equity Index slightly rose on Monday (January 6), building on the rebound from late last week, as investors maintained optimism in AI, buying Technology stocks, and awaited key economic data that could set the tone for the US MMF policy path.
"Global Asset Pricing Anchor" surges! Morgan Stanley warns that U.S. stocks are about to face a tough time.
According to Morgan Stanley, due to the surge in USA Treasury yields and inflation concerns leading to the rise of the dollar, the USA stock market may face a difficult period in the next six months.