U.S. Stock Preview | All three major futures indices rally! UBS Group: S&P 500 is expected to rise to 6,600 points this year; Bitcoin has returned above $100,000! Concept stocks related to Cryptos are up across the board in pre-market trading, with MSTR r
JD.com shares rose over 5% in pre-market trading, with the new version of the APP launching a "gift" feature; Nukkleus shares increased over 74% in pre-market trading, following a rise of over 21% yesterday.
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday Amid Better-Than-Expected Big Bank Earnings
UnitedHealth CEO: American Healthcare Needs to Be "Less Complex and Less Confusing'
Daily Options Tracking | Taiwan Semiconductor Options trading is hot! Call ratio rises to 67%; CNI Xiangmi Lake Fintech Index company SOFI's implied volatility increases to 83%, and a single out-of-the-money call option earns up to 300%.
NVIDIA fell nearly 2% on the previous trading day, with the Options Chain Volume slightly increasing to 3 million contracts, with Put options accounting for 41%; on the Options Chain, the market bulls are firmly betting, with the highest volume being the call options expiring today with a strike price of $140, reaching 0.145 million contracts, and the open interest is 0.135 million contracts.
How high will US Treasury yields soar? Nomura: They could rise as high as 6% this year.
Nomura stated that from a long-term historical perspective, the 10-year U.S. Treasury yield is still relatively low compared to the two main driving factors of "CPI inflation rate" and "budget deficit": currently, the cyclically adjusted level of "CPI inflation rate + budget deficit (as a percentage of GDP)" is at its worst since 1960.
UBS Group: The cooling of inflation supports the bull market in U.S. stocks, and the S&P 500 Index could reach 6,600 points!
The UBS Group Chief Investment Officer for the Americas stated that the probability of the Federal Reserve further lowering interest rates this year may be underestimated.
What are the major events worth paying attention to in the Futures market next week? What are the points of interest in each Sector?
Key data and events next week: China's one-year and five-year loan market Quote interest rates, Trump taking the oath of office as the new President of the USA, USA Martin Luther King Jr. Day, and several Exchanges adjusting trading hours........
Why are there opportunities in U.S. Treasuries, stock valuations in the U.S. are too high and need a correction, while the Chinese and European stock markets reflect value at this moment? Goldman Sachs latest research explains everything.
Goldman Sachs believes that the market's expectations for the Federal Reserve's policies remain hawkish, with two interest rate cuts still anticipated within the year. As inflation continues to cool, there is further room for a decline in U.S. Treasury yields in the future. The U.S. stock market has already priced in perfection, and if economic growth or corporate earnings fall short of expectations, it may face a correction. In contrast, the stock markets in China and Europe show strong potential, with companies in non-Technology sectors also being very attractive.
Where will the US stock market go in 2025? Wall Street provides the answer: it could be a great opportunity for the return of observers.
Market strategists believe that despite the recent pullback, expectations of corporate earnings growth and enthusiasm for AI will drive U.S. stocks higher.
The Bank for International Settlements warns: Trump's tariffs may trigger global stagflation.
① The Bank for International Settlements warns that if Trump comes to power and imposes tariffs, it may push up the dollar and trigger Global stagflation; ② The report states that the possibility of the Global economy "not landing" is increasing, with rising risks of trade friction and division; ③ The bank suggests that if the Federal Reserve does not cut interest rates or raises rates, Other countries may be forced to lower interest rates, which could lead to capital flow and Exchange Rates adjustments.
Traders are preparing for Trump's inauguration speech, marking the beginning of a new era of market volatility.
Considering Trump's unpredictability and his ability to shake the market through his statements, this situation may be different.
The new USA Treasury Secretary's "3-3-3" strategy: can it at most achieve "2-6-0"?
Macroeconomic columnist Rick Newman believes that while having ambitious goals is a good thing, it is sometimes important to be realistic. Over the next four years, it will be nearly impossible for the USA economy to come close to Bessent's targets.
S&P 500 Should Skyrocket to 6,600 by 2025, Says UBS on Easing Inflation
Countdown to Trump's inauguration! White House economic advisers warn: Do not intervene with the Federal Reserve, inflation may return.
Treasury Secretary Basent, appointed by Trump, expressed support for the independence of the Federal Reserve, but Trump may still express his personal views in the future.
Don't underestimate it! This recent "small pullback" in the US stock market is actually quite painful.
On the surface, the S&P 500 Index seems to have only dropped a few points, but many Stocks internally have already been "hit hard"...
Before resigning, Biden's advisor warned that if Trump interferes with the Federal Reserve, inflation will strike again.
Bernstein stated that Trump's policies will increase inflation, and if they further undermine the independence of the Federal Reserve, it would indeed cause serious problems.
Trump enters a "polling" honeymoon phase: nearly sixty percent of people in the USA believe he will "successfully" complete his second term.
① As Donald Trump is about to begin his second term as president of the USA, he is receiving some of the most positive evaluations of his political career; ② the public generally believes that he is likely to fulfill some of the commitments he made during his campaign regarding economic and immigration policies; ③ according to a poll released on Thursday, nearly 60% of Americans believe Trump will perform "outstandingly" in his second term.
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.
Fed's Goolsbee: More Comfortable That the Labor Market Is Stabilizing
US Stock Market Rally Pauses Amid Mixed Signals