Will Trump's presidency lead to a resurgence of inflation in the USA? Charles Schwab: Investors should be wary of four major signs.
①Charles Schwab strategists predict that although overall inflation in the USA is cooling down, the downward path will be "volatile"; ②They point out that there are four major signs that may indicate intensifying inflationary pressures in the economy, and investors need to be cautious.
US stock valuations have raised a red flag! Is a correction imminent?
Investment analyst Jesse Cohen believes that, except for banks and energy, all stocks and sectors are severely overvalued. Is a pullback imminent?
The second largest net inflow of capital since 2008! Investors go all in on US stocks
According to EPFR data, in the week up to last Wednesday, US stock etf and mutual funds attracted nearly 56 billion dollars in inflow, marking the second largest weekly inflow record since 2008. These funds have attracted inflow for seven consecutive months, marking the longest duration since 2021.
The competition for the position of Treasury Secretary in the usa is becoming increasingly fierce! Trump is considering more candidates.
According to media reports on Sunday, Donald Trump has added former Federal Reserve Board member Kevin Warsh and billionaire Mark Rowan to his list of Treasury Secretary candidates.
Key indicators of corporate profitability have fallen into negative territory. Is there a risk of a sudden halt to the surge in U.S. stocks?
Wall Street analysts are quickly lowering their expectations for next year's profit growth of USA companies, which could soon put the brakes on the stock market's strong rise.
From "Trump frenzy" to concern: The prospect of a "soft landing" for the US economy is being threatened!
① Nobel laureate in economics Joseph Stiglitz indicated that the usa is experiencing a soft landing, but Trump's policies may end this situation; ② Goldman Sachs chief economist Jan Hatzius pointed out that broad imposition of high tariffs could severely impact economic growth; ③ Chief global economist Jennifer McKeown from Capital Economics acknowledged the upward risks of inflation.
With Trump's inauguration approaching in January, Bank of America Merrill Lynch advises investors to adjust their portfolios: focus on US bonds, European and Chinese stock markets, and gold.
Bank of America advises investors to adjust their portfolios before Trump's inauguration in January, focusing on US Treasury bonds, China and Europe stock markets, and gold.
Investors are betting on a rise in US stocks! Analysts warn: the market is dangerously optimistic.
The animal spirits of U.S. stock investors are exceptionally active, but analysts indicate that the "market has become very expensive."
China International Capital Corporation: Trump 2.0 accelerates economic recovery, with ckh holdings and small cap styles favored.
The recovery of the fundamentals will continue to drive the cyclical sectors such as discretionary consumer goods, capital goods, and raw materials, and before the implementation of Trump's tariffs, it will be bullish for the relevant domestic export sectors (seizing exports).
How long can the "Trump rally" in the US stock market last? Bank of America lists three major risks.
① Bank of America lists three major risks that could undermine the rise of the US stock market since Trump's presidency; ② These risks are economic recession, implementation of trade plans, and rising bonds yields.
The surge in US stocks hides a sinister omen: the future outlook for corporate profits is rapidly deteriorating over the next year.
Behind the surge in the usa stock market, there is a warning sign that few have noticed: analysts on Wall Street are rapidly cutting their earnings growth expectations for usa businesses next year, which could soon apply brakes to the recent strong rally in the usa stock market.
Trump's trade vs. Powell's panic: How will the global market decide this week?
①After the risk assets went crazy following the election, investors in the US stock market finally began to calm down last week; ②Fed Chairman Powell seems to be intentionally slowing down the pace of interest rate cuts, which has cooled the excitement generated by the 'Trump trade'.
A new round of trade war dubbed "Trump 2.0" may trigger global economic turmoil! However, Wall Street firmly believes that U.S. stocks will never decline.
Trump's "scorecard" is the s&p 500 index, which is the biggest hope for bullish strength in Wall Street; Strategists generally say that the next USA president will not at least harm the market with economic plans.
Is a transformation of the "Trump trade" about to occur? Foreign capital giants' latest strategy: buy china stocks!
Will there be a significant shift in the 'Trump trade' soon?
Futu Morning Post | Suspense Rising Again? Risk of no rate cut by the Fed in December increases, US bonds erase gains for 2024; Foreign giants are making moves! Chinese concept stocks become new targets for additional investment.
BoA's Hartnett: Investment market turning point before inauguration in January, allocating to US bonds, Chinese and European stock markets, gold; 'Most lethal' US Health Secretary nominee, vaccine stocks plummeting for consecutive days; DJT's major shareholder perfect timing to completely reduce shareholding, missing out on 'sudden fortune and wealth'.
Trump's Policies Stir Inflation Fears, Global Markets React
Institutions | The Federal Reserve's rate cuts may enter a "slow lane."
We predict that the new dot plot will show that the number of rate cuts in 2025 will be reduced from the previous 4 times to 2 times, corresponding to a terminal rate of 3.75%-4.0%, which will be consistent with our annual outlook report's determination on the extent of rate cuts.
The risk of the Federal Reserve not lowering interest rates in December is increasing, and U.S. Treasury yields have erased gains for 2024.
Due to traders preparing for the return of Trump and the possibility of the Fed slowing down its rate cuts, the US bond market's nearly two-month downturn has almost erased this year's gains.
Significant reversal! There is a huge uncertainty over whether interest rates will continue to be cut in December.
Although the market had generally expected the Federal Reserve to continue lowering interest rates in 2025, the pace will slow down. Various signs indicate that whether to continue lowering rates in December remains a significant uncertainty.
The Fed Interrupted the Stock Market's Trump Rally. What Comes Next?