Loose cycle meets "tariff wall", ex-Fed officials warn: Don't count on four rate cuts next year!
① Cleveland Fed former chair Mester said that if Trump's proposed global tariffs take effect, the Fed may cut interest rates less than expected next year; ② Mester stated that the market expects the Fed's rate cut to be less than the previous four times, which may be correct.
US stock early trading | The three major indexes generally declined, nvidia rose nearly 2% against the trend; high-performance stocks surged! Shopify rose more than 23%, sea rose over 15%
As of press time, the three major US stock indexes generally fell, with the Dow Jones index down 0.11%; the Nasdaq down 0.04%; the S&P 500 index down 0.07%.
U.S. stock outlook | Will Trump's "Super Week" come to an end? Goldman Sachs: U.S. stocks will enter a rotation market; all three major futures indices fell before the market, while high-performing stocks rose against the trend.
Taiwan Semiconductor fell more than 1% before trading, with news that Taiwan Semiconductor has stopped supplying mainland 7-nanometer AI chips; Home Depot expects full-year revenue growth of 4%, previously expected to grow 2.5% to 3.5%, rising more than 1% before trading; Shopify's third-quarter revenue of 2.16 billion US dollars exceeded analysts' expectations, with a net income of 0.828 billion US dollars, rising more than 13% before trading.
Four key points you need to know about the 'Trump 2.0 era'! This research report from Deutsche Bank covers it all.
The current financial environment is vastly different from when Trump won for the first time in 2016, greatly reducing the risk of a debt ceiling crisis in the United States over the next two years.
Wall Street strategists warn: The US economy still needs to pay attention to this key indicator!
Market participants generally believe that in most cases Trump will not implement tariff policies, but analysts doubt that the market is overly optimistic.
Is the replay of 1928, is the sharp rise in US stocks just temporary?
From Hoover's election in 1928 to the outbreak of the Great Depression in 1932, history has long proven that a stock market rebound does not necessarily mean economic prosperity. In this current US bull market, risks such as high valuations, debt pressure, and inflation are all accumulating.