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S&P 500 Index Newsroom
What will happen on the first day of Trump's presidency?
Over the weekend, multiple significant pieces of news about Trump were reported!
Has the Federal Reserve's rate-cutting cycle possibly ended.
In December, the non-farm payroll employment in the USA exceeded expectations, and the unemployment rate was also lower than expected. The "New Federal Reserve News Agency" commented that the employment report shuts the door on a rate cut in January.
Liquidity "stress test": When will the Federal Reserve end the reduction of its balance sheet?
SWHY believes that the "normalization" of the Federal Reserve's unconventional MMF policy has a certain order, but it cannot be mechanically referenced to historical experience, as the opening of the interest rate cut cycle does not necessarily mean that the end of balance sheet reduction is just around the corner. The guiding principle for the Federal Reserve's balance sheet reduction is to change the state of reserve supply from "excess" to "adequate," which means that it should end the reduction before reaching a "shortage."
After the non-farm payroll report hit hard, Wall Street is "dizzy": Is the Federal Reserve pausing interest rate cuts, or completely not lowering them at all?
① The unexpectedly high figures have prompted Wall Street Analysts to adjust their determinations on the USA Federal Reserve's interest rate cuts; ② A relatively unified opinion is that there is no possibility of an interest rate cut in this month's meeting, nor is it very likely in March, with significant differences in determinations afterward; ③ At this critical moment, USA Consumer inflation expectations have sharply risen, and Biden has again demonstrated the White House's ability to stir up the Energy market before leaving office.
Warren Buffett Owns 2 S&P 500 Index Funds. They Could Soar 153%, According to a Top Wall Street Analyst
On the eve of a big drop on Friday, David Einhorn, who became famous for profiting during the Lehman crisis, stated that the structure of the U.S. stock market is collapsing.
David Einhorn stated that due to the rise of passive investing and investors placing more importance on price rather than value, overvalued Stocks become even more overvalued and undervalued Stocks become even more undervalued. This phenomenon distorts market value and plants significant hidden risks.
"Returning to the pre-liberation era overnight"! The U.S. stock market has erased its gains after the election, and the employment report worries Wall Street about a "double loss" in stocks and bonds.
Measured by the performance of the largest Global ETF tracking the S&P and long-term U.S. Treasury bonds, the total returns of U.S. stocks and bonds have been negative for five consecutive weeks, marking the longest streak of negative returns since September 2023. Friday's non-farm payroll report raised concerns among traders about the Federal Reserve closing the door on this round of easing.
U.S. stocks may face greater downward pressure. Analysts suggest that the S&P 500 Index could drop by 15%.
The rapid rise in U.S. bond yields may indicate that the stock market will decline further.
Overnight US stocks | The three major indices all recorded losses this week, with the S&P 500 Index erasing all gains since the USA election.
As of the close, the Dow Jones fell 696.75 points, a decline of 1.63%, closing at 41,938.45 points; the Nasdaq fell 317.25 points, a decline of 1.63%, closing at 19,161.63 points; the S&P 500 Index fell 91.21 points, a decline of 1.54%, closing at 5,827.04 points.
There is some froth, but not excessive! Howard Marks' 2025 year-start memo.
There is no asset so good that its price never experiences "overvaluation" and risk, nor is there an asset so bad that its price never presents an opportunity for "undervaluation".
Express News | The verdict in the Trump "hush money" case: 34 counts were found guilty, but no punishment was imposed.
U.S. stock market early session | The three major Indexes all declined, with the Nasdaq down over 2%; Technology stocks plummeted, with AMD falling more than 5%; Blue-chip stocks surged against the trend! Pharmacy stock WBA rose over 25%.
On the evening of October 10 in Peking, US stocks opened lower on Friday. The surge in US bond yields put pressure on the stock indices, with the 30-year US bond yield rising to 5%. The non-farm payroll data for December significantly exceeded expectations, and the unemployment rate fell, leading investors to lower their expectations for a rate cut by the Federal Reserve.
Express News | The long-term inflation expectations of USA consumers have risen to the highest level since 2008.
Express News | U.S. stocks continued to decline, with the S&P 500 Index down more than 1%.
Express News | The three major U.S. stock indices opened lower collectively, with NVIDIA dropping nearly 2%.
The non-farm data unexpectedly exceeded expectations! Will the Federal Reserve only cut interest rates once this year?
Interest rate cut expectations are rapidly being reduced! The market is beginning to bet that the Federal Reserve may only cut rates once this year...
Express News | The yield on the 30-year U.S. Treasury bond rose to 5%, the highest level since November 2023.
December US Nonfarm Payrolls Rise More Than Expected, Unemployment Rate Slows
Express News | In December, the USA non-farm employment number increased by 0.256 million, significantly exceeding market expectations.
U.S. Stock Outlook | Non-farm payroll data exceeded expectations, leading to a short-term plunge in the three major futures indices; high-performing stocks surged, with pharmacy stock WBA rising over 13% in pre-market, and Delta Air Lines climbing over 9%
NVIDIA slightly fell before the market opened, and AMD dropped over 2% before the market opened, as the USA plans to tighten the export of AI Chips from NVIDIA and AMD; several Federal Reserve voting members have spoken out, hinting at a pause in interest rate cuts; sources say that the USA Treasury is expected to release a statement detailing new sanctions on Russian oil later on Friday.