No Data
Trump announced a $20 billion investment plan to build Datacenters in the USA.
① The USA's elected president Trump announced a 20 billion USD investment plan to build new Datacenters to maintain the USA's competitiveness in emerging technology fields; ② The first phase will be implemented in 8 states, mainly supporting AI and cloud technology; ③ Trump hopes to demonstrate the positive impact of his policies by attracting more foreign entities to do Business in the USA, laying the foundation for his second term.
Daily Options Tracking | NVIDIA fell 6% after the CES press conference! A large investor bought Call options worth 12.62 million dollars, bullish against the trend; trading volume of options on China Large Cap stock ETFs surged, with a concentration of op
Bitcoin has fallen to $97,000, with "whale" MSTR dropping nearly 10%, and several Put Options with strike prices around $340 have more than doubled overnight this Friday.
Wall Street's New Year interest rate "bet": from several rate cuts to whether there will be any rate cuts at all.
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
With U.S. Treasury yields rising like this, should concern be raised for the U.S. stock market?
According to Morgan Stanley's analysis, as the yield on 10-year U.S. treasury bonds rises above 4.5%, it has created pressure on U.S. stock valuations. The correlation between the S&P 500 Index and U.S. treasury yields has turned into a "significant negative correlation." Considering the poor market breadth, the downward pressure on the dollar, and the Federal Reserve's hawkish policy outlook, U.S. stocks may face severe challenges in the next six months.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Hedge Funds Start Cautiously in 2025: Stock Market Sell-off Accelerates, Cash Becomes the New Favorite.
Despite the strong performance of the stock market in 2024, Wall Street's smart money has quietly shifted towards defense.