China Passenger Vehicle Retail Market Slumps 24% in September

Seeking Alpha01:55

Wall Street giants weigh the decisive implications of next week's U.S. CPI: Will the Fed hold steady in October?

Both Barclays and Morgan Stanley forecast that the September core CPI month-over-month increase will ease from August's 0.29% to 0.24%, primarily due to a deceleration in the rise of wireless communication service prices. While energy continues to push up overall inflation, underlying price pressures have moderated marginally, providing grounds for the Federal Reserve to hold steady in October.

WallStreetCNOct 9 18:36

Nomura warns that U.S. equity indices are “severely distorted,” with ten stocks accounting for 70% of the S&P 500’s gains, and cautions against new shocks stemming from diesel markets.

McElligott argues that the S&P 500 is caught in an "illusionary boom": 85% of its constituents have already pulled back, with some having halved in value. Even more alarming is the market's unprecedentedly low correlation—levels last seen on the eve of the 2007 financial crisis and during the 2018 "volatility apocalypse." The market now faces two major hidden risks: first, a potential revenue bombshell from OpenAI—its actual results falling short of even 30% of expectations—could undermine the entire AI narrative; second, a structural refining shortage has turned the "diesel price spread = interest-rate volatility" relationship into a ticking time bomb.

WallStreetCNOct 10 19:10

September CPI to be released next week! Natixis expects it to meet market expectations, and a rate hike in September may prove to be a one-off move.

① According to Natixis, the September CPI report, scheduled for release next Wednesday, is likely to meet market expectations; ② The bank believes that inflationary breadth is improving and that core inflation this year should remain steady at 2.4%; ③ The September rate hike will probably be the only one in this cycle, with the Federal Reserve holding rates steady at its late-October meeting.

CLSOct 10 11:30

The U.S. stock market bull run is entering its fifth year: What does history suggest for the outlook ahead? A comprehensive analysis.

① Investors are currently in the 11th bull market since the 1950s, and this cycle is poised to become the seventh bull market to last at least four years; ② Historical experience suggests that bull markets reaching this "age" tend to persist.

cls.cnOct 10 10:07

The Information Fog Behind Trillion-Dollar Valuations: OpenAI and Anthropic's Revenues Are Actually Not Directly Comparable

Anthropic records cloud sales on a "gross" basis, whereas OpenAI only accounts for its "net" revenue share. This discrepancy in accounting methodology has directly triggered a decline in technology

WallStreetCNOct 10 09:42