"God bless America" defeated "stock god Pelosi"! Which political-themed ETFs are strong in the U.S. stock market during the election year?
① With the highly anticipated 2024 election year coming to an end, an alternative competition in the US stock ETF market seems to have determined its outcome… ② In recent years, political-themed ETFs tracking the investment behaviors of politicians such as "Congressional stock god" Pelosi have thrived in the USA market; ③ This year, the ETF named "God Bless America" (code YALL) has taken the top spot.
Google Entered 'Code Red' After ChatGPT Release, But Gemini 2.0 And Quantum Chip Give Investors 'Renewed Confidence,' Says This Portfolio Manager
What does the collapse of the "breadth" of the US stock market tell the market?
Morgan Stanley stated that the market breadth, which has been at historically "worst levels" over the past week, anticipates that the Federal Reserve may not provide as much easing as the market expects. This is because expensive yet unprofitable growth stocks and low-quality cyclical stocks may be the most affected by a reduction in liquidity.
Fans of MSTR, Tesla, and Palantir: "Star-chasing" style stock trading?
Investors in MSTR have shown extraordinary enthusiasm, making MSTR co-founder Michael Saylor an icon as well. Analysts point out that the MSTR case represents the rise of a new generation of market influencers since 2020—similar phenomena have also appeared in companies like Tesla and Palantir Technologies.
Tesla Exec Bemoans Cost Of Sending Letter To Owners Affected By EV Giant's Recent Recall Of Nearly 700,000 Vehicles
From Amazon, Starbucks to Boeing… frequent strikes during the Christmas season in the USA, and the underlying reason might be Trump.
During the Christmas season in the USA, companies like Amazon and Starbucks faced strikes as employees demanded union recognition and better treatment; ② The strikes may be related to Trump's inauguration on January 20, as workers in the USA hope to pressure businesses before Trump takes office; ③ Experts predict that strike activities in the USA will further increase before Trump's inauguration next year.
Wall Street 2025 outlook: Where will stocks, bonds, and foreign exchange go from here?
On average, strategists expect a prosperous year for both stocks and bonds next year, with the dollar leading the forex market and strengthening further. Gold remains strong but the increase may slow down, and the outlook for Crude Oil Product appears pessimistic...
Miran was nominated by Trump as the Chairman of the Council of Economic Advisers, supporting stronger control over the Federal Reserve and criticizing Yellen for manipulating U.S. debt.
Miran calls for comprehensive reform of the Federal Reserve to ensure greater political control over it. At the same time, he accuses Yellen of manipulating the USA government debt market, believing that the Biden administration has effectively implemented an 800 billion dollar quantitative easing.
What does it mean for the market if the Federal Reserve pauses interest rate cuts in January?
Citigroup's research found that during the Federal Reserve's pause in interest rate cuts, the U.S. stock market usually performs well, but the sustainability of the increase depends on whether economic weakness leads to a restart of policy easing.
Between Trump's Trade and Powell's panic, how should investors make their choice?
The formidable adversary of the Trump Trade has emerged: Powell's impact has been felt. After experiencing Powell's hawkish shift, the once-booming Trump Trade is showing signs of fatigue. Between the Trump Trade and Powell's panic, how should investors decide?
The impact of the Federal Reserve's hawkish interest rate cuts continues, and "higher for longer" has returned to investors' attention.
Federal Reserve officials now predict that the rate cuts in 2025 will be smaller. In the final trading days of this year, the Federal Reserve will re-adopt the "higher for longer" policy stance.
Trump Taps Sriram Krishnan As Senior AI Advisor — Elon Musk Agrees New David Sacks Underling 'Right Man For The Topic And The Time'
Is a rate cut causing trouble? This may be the "most painful" loosening cycle of the Federal Reserve in decades.
① Many homebuyers in the USA had hoped that the Federal Reserve could lower interest rates to make mortgage rates cheaper. However, so far, mortgage rates have significantly increased after the Federal Reserve's "three consecutive rate cuts"; ② In fact, in the eyes of some industry insiders, especially investors in the Bonds market, this may be the most "painful" period of the Federal Reserve's easing cycle in decades...
Express News | U.S. stock night trading: Rumble surged over 52%, Tesla rose nearly 2%; Cryptos Concept stocks generally fell.
Giving the presidency to Musk? Trump: Absolutely not.
Trump has not yet officially taken office, but Musk has played a significant role in Trump's team, causing increasing dissatisfaction among many people. Trump has to respond.
Which companies will be upended by the wave of AI? Investors claim it's still difficult to predict.
The disconnect between people's expectations of AI and the actual situation highlights the uncertainty of this technology and the difficulty in predicting how it will shape the market and the economy.
Institutions: How to expect a rate cut for various Assets?
After the hawkish interest rate cut, trade related to the interest rate cut became the dominant logic temporarily, leading to a breakout of US Treasury yields and the US dollar upwards, while US stocks and Gold experienced a significant decline. However, with the approach of January 20 when Trump takes office, the impact of his policies is bound to "make a comeback". Moreover, it is believed that the current hawkish stance of the Federal Reserve is not necessarily bad for the US economy and US stocks, and there is no need to swing from the extreme of a "large interest rate cut" in September to the other extreme of "unable to cut rates" now.
Futu Morning Report | Is a sell-off signal emerging? Buffett takes the opportunity to "sweep up" Occidental Petroleum and two other companies; Tesla's latest announcement: the automated driving taxi Robotaxi is accelerating its advancement.
The "Three Witches" day caused huge fluctuations in the US stock market, as shorts covered their positions leading to a sharp rise during the day, but market volatility may continue into next week; several Federal Reserve officials supported a cautious approach to interest rate cuts next year, relying on data, while Powell's "dovish allies" rarely spoke in a hawkish tone.
Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.
① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.
Media reports again: OpenAI's GPT-5 training is encountering obstacles, with delays and high costs.
The development of the GPT-5 project has exceeded 18 months, having gone through at least two rounds of training, with one round costing as much as 0.5 billion dollars and lasting six months. Analysis suggests that currently, there may not be enough data globally for it to become sufficiently intelligent.