Concerning "Trump 2.0" and the Federal Reserve! Deutsche Bank warns that U.S. stock investors have misjudged certain matters.
① Deutsche Bank pointed out that investors may have mispriced events affecting the US stock market in 2025; ② The bank listed three major "misalignments": the market being overly optimistic about interest rate cuts, underestimating Trump's tariff plans, and overvaluations.
In order to not let the U.S. stock market down, Trump must achieve results within the first hundred days of taking office.
Analysts indicate that the first 100 days of Trump's second term are crucial for proving his ability to fulfill promises; otherwise, market valuations may face a reset.
Daily Options Tracking | Overnight surge of over 42%, the quantum computing "meme stock" RGTI made multiple call options earn five times; NVIDIA returned to the $140 mark, with the Call options proportion rising to 70%.
RGTI surged over 42% yesterday, with Options Chain volume rising to 0.429 million contracts. On the Options Chain, Call options are trading actively, with the highest volume for the $15 strike call expiring this Friday, reaching nearly 0.022 million contracts.
Most Investors Expect One or Two Fed Rate Cuts This Year, BofA Survey Says -- Market Talk
Breaking expectations! Trump's victory may become the "terminator" of inflation.
Several of Trump's policies may not lead to a sustained rise in inflation, and there are good reasons to believe that he will reduce long-term inflation.
Standard Chartered: The short-term Resistance for the Hang Seng Index is 19,000 points, with a target of 6,650 points for the S&P 500 Index.
The bank believes that the short-term Resistance level of the Hang Seng Index is 19,000 points, and maintains the basic expectation unchanged, that is, the index will be in the range of 20,000 to 22,500 points in the short term.