White House officials: The impact of tariffs on inflation is limited, and interest rates may return to pre-pandemic levels.
① Stephen Milan stated that the tariff increase will not have a lasting impact on inflation in the United States, and noted that interest rates are expected to decline to pre-COVID-19 levels; ② Although recent data shows some relief in price pressures, the Federal Reserve remains cautious about further rate cuts, with policymakers having kept rates steady in three consecutive meetings.
Bank of America: Market sentiment is improving, and the S&P 500 Index may soon return to historical highs.
Bank of America pointed out that market sentiment has rebounded from "deep panic" to neutral, and historical patterns suggest that the rebound is likely to continue.
Is the Plaza Accord 2.0 coming? Citigroup expects the US dollar to begin a devaluation phase after the G7 meeting.
Citigroup predicts that as global leaders discuss monetary policy during trade negotiations with the United States, the dollar may further decline after the G7 meeting.
U.S. stock market early session | All three major Indexes fell, while high-performing Chinese concept stocks strengthened, with Bilibili rising nearly 6% and GDS Holdings rising over 7%.
On May 20th, Beijing time, U.S. stocks opened slightly lower on Tuesday. The S&P 500 Index's six-day winning streak is facing a test. The market continues to focus on U.S. earnings reports, the Federal Reserve's interest rate policy direction, and international trade issues.
The Chief Investment Officer of Morgan Stanley Wealth Management: The three major "disconnections" are about to backfire!
Investors are overlooking three fatal "disconnections": the strengthening of Gold, the weakening of the dollar, and the debt crisis, all of which suggest that the apparent prosperity of the U.S. stock market conceals hidden dangers!
US bonds plummet, is the Bank "taking over"?
Previously, five Republican members of Congress jointly wrote a letter to Federal Reserve Chairman Powell, urging targeted adjustments to the SLR system. On Tuesday, former Blackrock Debt Strategies Fund Inc manager and veteran Wall Street investor Edward Dowd stated, who will buy our government bonds? It is ourselves... They intend to relax the SLR regulations on government bonds to allow the Bank to take over.