Weekly outlook | The Federal Reserve's interest rate decision is here! Apple, Amazon, and AMD earnings reports will be released soon
US non-farm payrolls data for April, China's official manufacturing PMI and Caixin manufacturing PMI were announced one after another; Buffett's shareholders' meeting opened; and the Hong Kong stock market was closed on May 1.
US Stock Earnings Quarterly Review: Nearly 80% of the results exceeded expectations, and the market is more optimistic
Among the constituent stocks of the S&P 500 index, 229 have already published financial reports. Of these, nearly 80% have performed better than market expectations, which makes the market more optimistic about the profit estimates of US stock companies.
Halfway through the earnings season, good news: US stocks are basically qualified! But there's also bad news
The S&P 500 index is likely to achieve a third consecutive quarter of profit growth, but the market's risk appetite has reversed.
Tech giants are shouldering inflation concerns. Can US stocks survive the turbulent April?
The trend in US bond yields may be called critical.
KITU Macro: The US stock bull market will continue, but the bubble will burst in 2026
Well-known research firm Kaitou Macro believes that artificial intelligence will drive US stocks to continue to rise in the short term, but this bubble will eventually burst in 2026.
The “Seven Sisters of Technology” financial reporting phenomenon: the market doesn't care about how to make money; it only cares about how to spend money
With cash reserves of up to $275 billion, investors expect technology companies to spend their money to drive long-term growth and innovation.
US stocks welcomed a strong rebound! The US is worried about “stagflation,” focusing on next week's Fed interest rate decision
In the early morning of May 2, Beijing time, the Federal Reserve will announce its latest interest rate decision. Given the resilience of inflation, market institutions are more unanimous in expecting the Federal Reserve to keep the current interest rate decision unchanged.
The latest inflation data reinforces Powell's shift to keeping interest rates high for a longer period
Federal Reserve Chairman Powell sent a message last week that high interest rates will continue; the latest inflation data released on Friday reinforces this message. The central personal consumption expenditure price index, which is the inflation indicator favored by the Federal Reserve, rose 0.3% month-on-month and 2.8% year-on-year in March.
Inflation data is not optimistic. What exactly should the Federal Reserve do?
The Federal Reserve is likely to remain cautious and will not start cutting interest rates anytime soon
Big news! The US is preparing to establish a new AI security committee, with Nvidia, Microsoft, and OpenAI all participating
America has taken action!
Weekend Reads | Risk in the eyes of Howard Max: Take it smartly and dance with it
Taking too little risk is also a risk in itself.
Is the US mired in “stagflation” concerns? Citi insists the Federal Reserve will cut interest rates in the summer
Citi still believes that the pricing of the market completely phasing out interest rate cuts this year is wrong.
Fasten your seat belts! Bank of America sounded the alarm: this situation could burst the “AI bubble”...
① Bank of America has coined a new term for the current bull market, called “anything but bonds”; ② the bank believes that this bull market has led to a very heavy stock market; ③ Bank of America said that rising yields and narrowing interest spreads may sound a recession alarm and stimulate stock market sell-off.
Top 20 turnover | Google rose more than 10% to a record high, with sales exceeding US$11.1 billion
On Friday, Nvidia, the number one in terms of US stock turnover, closed 6.18% higher, trading at US$47.76 billion; Tesla, which ranked No. 2, closed down 1.11% and traded US$18.58 billion.
US stocks closed | PCE suspends inflation concerns, Google's performance soared more than 10% after that, and Nvidia rose more than 6%
The S&P Index rose 2.67% this week, and the NASDAQ rose 4.23%, all of which recorded the biggest weekly gain since November last year; the China General Index rose nearly 9% weekly, the biggest increase since July last year.
[US stock market closes] Tech giants “fight a turnaround war”, US stocks are not afraid of PCE data staging a “big rebound”
On Friday (April 26), the US stock market rose. The S&P 500 Index and the Nasdaq Composite Index recorded their best weekly performance since November. Although investors are closely watching the latest US inflation data, there is still a big rebound due to strong profits from large technology stocks.
Dow Jones Industrial Average Climbs Back Over 38,300 as Investors Shrug off Still-high PCE Inflation
Dow Jones determined to wrap up Friday in the green despite stubborn inflation.
Is the metaverse coming to an end? Analyst warns investors may “vote with their feet” if Meta continues to bet
Investors are clearly still worried that Meta's spending will include more virtual and augmented reality.
Bank of America: Concerns about the recession have not reached the point; US stocks still have to listen to the “Big Seven”!
Bank of America strategists believe that since the market position is that the US economy “will not land,” this will benefit risky assets.
Express News | The Atlanta Federal Reserve's GDPNow model predicts US GDP growth of 3.9% in the second quarter.