Weekend Reading | Adhere to the 'Reverse Success Law' and win Buffett's trust.
The best leaders are always the greatest learners, they always stay curious, focused, and lifelong learners. Jim Weber said this is the most valuable experience he learned from Buffett.
Strongly advocate for deregulation and tax cuts! Wall Street rushes towards 'Trump 2.0'.
Regardless of their past positions, or concerns about retaliation by President Trump, Wall Street executives are actively aligning with Trump, anticipating potential tax cuts and deregulation policies. Some are preparing to apply for positions in the White House, while others are willing to provide donations to the Trump team. JPMorgan and Goldman Sachs CEOs have previously congratulated Trump, stating that the policies of the new government will have a significant impact on the banking industry business.
Wall Street's latest consensus: In the Trump 2.0 era, the Federal Reserve may slow down its rate cuts.
①After the results of the usa election were released, Wall Street in the usa became increasingly concerned about the prospect of a rate cut by the Federal Reserve next year; ②On Thursday Eastern Time, following a statement by Federal Reserve Chairman Powell, many investment banks gave up hope for a substantial rate cut by the Federal Reserve next year.
Weekend Reading | Trump returns to the White House, how does the US election tear apart the entire Silicon Valley technology circle?
The technology sector is no longer a monolithic entity.
Bond giant Pimco: Trump is adding fuel to the fire for the US economy, so risk assets shouldn't be too happy too soon.
Pimco warns that the post-election surge in US stocks may face a reversal. Trump's policy plans could lead to intensified inflation, overheating of the economy, and hinder the Fed's interest rate cut process. Risk assets should not be blindly optimistic.
The Fed paused rate cuts as betting on rate hikes heats up! Traders expect an 80% probability of a pause in January next year, with Goldman Sachs expecting a slowdown in rate cuts.
Cme tools show that the probability of pausing rate cuts in December is about 35% in the futures market this Friday, and the probability of pausing in January next year is about 78%. The probabilities announced by the Federal Reserve before the rate cuts on Thursday are 33% and 67% respectively. Goldman Sachs currently predicts rate cuts of 25 basis points in June and September next year, compared to the previous forecast of May and June.
Trading Volume TOP20 | Tesla soared 29% this week, Musk may become a member of the Trump administration; Coinbase closed up nearly 6%.
Eli Lilly and Co, ranked sixth in US stocks trading volume, rose by 4.27%, with a turnover of $5.981 billion; Applovin, an online gaming and advertising company, ranked eleventh, rose by 17.64%, with a turnover of $4.146 billion; Upstart, an ai-driven lending institution, ranked sixteenth, increased by 46.02%, with a turnover of $3.072 billion.
U.S. stocks closed | The three major indexes hit record highs together! Tesla rose more than 8%, market cap exceeded 1 trillion U.S. dollars.
Trump Media Technology Group rebounded by more than 15%; NVIDIA hit a new intraday high before falling back, ending its five consecutive gains.
Bull market in US stocks is accelerating! S&P, Nasdaq hit new highs together, how long will the "Trump trade" last?
French Industrial Bank believes that 'Trump trades are at their peak', and U.S. cyclical trades should last at least until the inauguration day (January 20, 2025), while stocks dependent on Fed rate cuts, such as small-cap stocks, will need to be reassessed by then.
"Red Wave" coming? Many experts predict the Republican Party will achieve a "three-peat" victory.
Currently, the Republican Party has already secured 210 seats in the House of Representatives, only needing to gain an additional 8 seats to maintain control of the House of Representatives.
Can Trump fire the Chairman of the Federal Reserve? Powell answered four "no" at the press conference.
Powell made it clear that even if Trump asked him to resign as the chairman of the Federal Reserve, he would not "be fired" under legal protection. Earlier reports suggested that Trump intended for Powell to complete his term until May 2026, "but could change his mind at any time".
The dust has settled on the election! How will the US stock market perform after each election? What other heavyweight schedules are worth paying attention to?
Apart from the Federal Reserve, China Merchants Securities also mentioned that the next 1-2 months are crucial periods to observe the impact of Trump's new policies.
Russell 2000 soared nearly 6% yesterday! With the "Trump trade" and rate cut cycle, are small cap stocks expected to continue rising?
Vincent Juvyns, Global Market Strategist at JPMorgan Asset Management, stated that the tax reduction measures in Trump's plan may benefit a wide range of industries and companies more focused on the U.S. domestic market; while the fiscal measures in Trump's plan may boost the performance of small and medium-sized companies that have underperformed in recent years.
Trump 2.0 is coming! As the US stock market soars, analysts warn: "Bearish" should not be ignored.
①After the outcome of the USA election has been determined, the three major stock indexes in the USA hit historic highs; ②Wall Street analysts say that based on Trump's previous promises of tax cuts and relaxed regulations among other positions, there may be a more positive prospect for growth policies for USA companies. ③However, analysts also warn that the long-term bearish threat of Trump 2.0 on the USA stock market still exists.
Year-end rebound has already begun! Trump has completely ignited Wall Street sentiment, various funds will flock to buy US stocks.
Trump's victory in the presidential election caused the stock market to soar, issuing a buy signal for rule-based investment funds, adding momentum to the rise in the stock market.
"America First" sweeps Wall Street, the market sees the reemergence of the 2016 strategy.
Trump's return to the White House has given strong impetus to the "America First" trade on Wednesday, as the market bets that the next president will roll out policies to stimulate domestic growth and protect the world's largest economy from overseas competition.
Shares of Companies Within the Broader Industrial Sector Are Trading Higher After Donald Trump Won the 2024 Presidential Election.
[Real-time Tracking of the Election] Trump officially wins the usa election.
On November 5th, USA will hold the 60th presidential election, the current vice president Harris and former president Trump will officially compete. Finance Associated Press will track and report the latest developments of this election, so please stay tuned.
Express News | According to calculations by American media, the Republican presidential candidate Trump has already gained at least 270 electoral votes. (Xinhua News Agency)
Express News | According to preliminary estimates by the US media, Trump won all the electoral votes in the swing state of Pennsylvania.