U.S. stock market outlook | November non-farm payroll data exceeded expectations, but interest rate cut bets suddenly surged! The three major U.S. stock index futures rose collectively; Tesla's stock price reached a new high and continued to rise more tha
Is the leader of retail investors in the U.S. stock market making a comeback? A single tweet has triggered a surge in multiple stocks; the "Trump trade" is booming, with investors pouring 140 billion dollars into U.S. stock funds in the past month.
Economists warn: the conflict between Trump and the Federal Reserve will be inevitable.
During the campaign, Trump promised that he would lower borrowing costs, thereby reducing the economic burden on usa households.
Express News | Fitch Ratings: The Federal Reserve is expected to pause after cutting interest rates this month, strong wage growth challenging inflation targets.
Express News | Non-farm payroll real-time commentary: The non-farm report presents a communication challenge for Powell.
usa's non-farm payrolls in November exceeded expectations, but the Federal Reserve's interest rate cut in December is still pending.
The usa added more non-farm jobs than expected, but the unemployment rate rose to 4.2%, and the average hourly wage growth was strong. The reasons for the Federal Reserve to cut interest rates in December still hold, and non-us mmf currencies are collectively rebounding......
Express News | Non-farm real-time comments: December may be a turning point for the Fed's policy.
Express News | Nick Timiraos, the "Fed's mouthpiece": In November, the six-month moving average of employment growth in the usa private sector slowed to 0.108 million, the lowest level for this cycle.
Express News | usa non-farm payroll data rapid review
Express News | The number of non-farm payrolls in the usa increased by 0.227 million, showing a significant rebound compared to last month.
Express News | Real-time commentary on non-farm payrolls: Non-farm employment growth is almost in line with the target.
Express News | After the release of the usa non-farm employment data, traders now believe the possibility of a Fed interest rate cut in December is 85%, compared to 67% before the employment report was released.
Express News | In the usa, the total non-farm employment in September and October was revised up by 0.056 million people.
Express News | US Nov. Non-Farm Payrolls +227000 Vs +200000 Forecast, Prior +36000; US Nov. Unemployment Rate 4.2% Vs 4.2% Forecast, Prior 4.1%
Express News | Before the non-farm payroll announcement: The probability of the Federal Reserve lowering interest rates by 25 basis points in December is 72.1%.
Ai, rising profits, and the usa exceptionalism theory, are these three bullish perspectives on us stocks reliable?
Excessive confidence in technology stocks and the US economy may be accompanied by significant risks. Despite overall profit growth, market gains are still concentrated in a few leading stocks. Investors still need to be vigilant about the risk of a stock market bubble.
The last non-farm night before the Federal Reserve's December decision! Is bad news good news?
Wall Street expects to add 0.22 million new jobs in November, much higher than the 0.012 million in October. Goldman Sachs stated that the negative impact of hurricanes and strikes has passed, as long as the non-farm employment data remains between 0.15 million and 0.2 million, the US stock market will react positively tonight, with the highest potential for the S&P 500 index to rise by 100 basis points.
Bull stocks of US stocks this week | Excellent stocks carnival! Chip maker marvell technology rose more than 22% during the week; Strong trend of AI application stocks, advertising company Applovin soared over 850% throughout the year.
This week, the dow jones industrial average has fallen by 0.32%, closing at 44,765.71 points; during the same period, the s&p 500 index has risen by 0.71%, closing at 6,075.11 points; the nasdaq index has increased by 2.51%, closing at 19,700.72 points.
The US stock market is crazy for Trump, with the inflow of funds in November reaching a new high since 2000.
Since the election day, the s&p 500 index has risen by 5.3%, bringing its increase to 28% for the year to date; the small cap e-mini russell 2000 index reached a historic high last week, the highest in three years. Analysis indicates that the growth agenda proposed by Trump is being fully accepted by the market. Trump's cabinet selections also align fairly well with market expectations.
The "Trump trade" is hot, with investors pouring 140 billion dollars into U.S. stock funds in the past month.
①Data provider EPFR's data shows that since Trump's victory on November 5th, American stocks funds have attracted an inflow of $139.5 billion; ②This buying frenzy has made November the busiest month for fund inflows since records began in 2000. The influx of new funds has driven major US stock indices to repeatedly hit all-time highs.
"AI+" is the goose that lays golden eggs, with the collective frenzy of US software companies, SoundHound AI continues to rise by 16% before the market opens.
① In the US stock market, there are more and more leading stocks in the "AI+" sector, with "AI+ Voice" concept stocks rising nearly 530% this year and "AI+ Defense" concept stocks increasing over 318%... ② Several concept stocks have demonstrated profitable avenues for ai through unexpected earnings reports. ③ "The era of ai software has arrived." With the rapid increase in usage scenarios, analysts expect companies to enter the large-scale ai application phase starting in 2025.