The Federal Reserve will cut interest rates more than expected in 2026, and this is the reason.

Rabobank believes that due to political pressures from the midterm elections and changes in the Federal Reserve's personnel structure, the Fed’s interest rate cuts in 2026 may exceed market expectations.

wallstreetcnDec 13 14:36

2026 US Stock Market Outlook: Internal Melting Point and External Inflection Point of the AI Bubble

Does a bubble exist in AI investment? If so, how can its extent be quantified? Will there be a specific point in 2026 when market vulnerability significantly intensifies?

Xuetao macro notesDec 13 10:42

Who will be the next Fed Chair? Wall Street shows its stance! JPMorgan CEO Jamie Dimon supports Kevin Warsh over Gary Cohn.

On Thursday, one of Wall Street's most powerful bankers, JPMorgan CEO Jamie Dimon, made his stance clear at a private conference for asset management CEOs in New York: he supports former Federal Reserve Governor Kevin Warsh to take the helm of the Federal Reserve.

wallstreetcnDec 13 09:55

U.S. Stocks Close | Major Indices End Lower Amid Tech Selloff; Storage, Optical Communication Concepts Plunge Across the Board, SanDisk, ALAB Drop Over 14%; Tesla, Apple, Netflix Buck the Trend with Gains

Following Oracle, Broadcom also experienced a significant drop in its stock price due to its AI business, intensifying investor concerns over the high valuations across the AI sector. Reports indicated delays in some of Oracle's data center projects, further dampening market sentiment. The semiconductor index plummeted, nearly erasing all gains since December. The Nasdaq index fell by nearly 400 points in a single day. Despite the Federal Reserve's announcement of a more dovish policy than expected this week, challenges facing artificial intelligence development have led to mixed performances in the U.S. stock and bond markets. The Dow Jones Industrial Average still managed to rise over 1%, marking its third consecutive weekly gain. The cryptocurrency market vividly reflected this week's turmoil, with Bitcoin prices fluctuating sharply between $90,000 and $94,000, yet ending the week almost unchanged.

wallstreetcnDec 13 07:13

U.S. Equity ETF Tracker | Tech stocks drag Nasdaq lower, triple inverse Nasdaq ETF rises nearly 6%; Cannabis stocks rally across the board, MSOS ETF surges 54%; Nuclear energy shares plummet, double inverse OKLO ETF jumps over 30%.

The three major U.S. stock indexes closed lower collectively, with the Dow Jones Industrial Average down 0.51%, the Nasdaq Composite down 1.69%, and the S&P 500 Index down 1.07%. Popular technology stocks fell broadly, with Broadcom plunging over 11%, NVIDIA dropping more than 3%, and Google, Microsoft, Meta, and Amazon all declining over 1%. Tesla, however, rose more than 2%.

Futu NewsDec 13 06:50

Trump favors Kevin Warsh or Glenn Hubbard for the role of Federal Reserve Chair and hopes interest rates will be at 1% or lower a year from now.

Trump is leaning toward selecting either former Federal Reserve Governor Kevin Warsh or National Economic Council Director Kevin Hassett to serve as the next Fed Chair starting next year. He stated that he would not appoint anyone who immediately raises interest rates sharply at the first sign of good news in an effort to suppress inflation. Trump believes that the next Fed Chair should consult with him before setting interest rates. When asked about his preferred interest rate level a year from now, he responded, "1%, or possibly even lower. We should have the lowest interest rates in the world."

wallstreetcnDec 13 06:46