.IXIC Nasdaq Composite Index
- 15780.255
- +174.773+1.12%
“Sell in May, then leave”? Wall Street shouts: Don't believe it!
This old adage doesn't stand up to scrutiny. Moreover, in fact, one of the Bank of America's reverse indicators is close to sending a buy signal...
Express News | Old debt king Gross ruled that the “total return” strategy is dead, 10-year US Treasury yields will exceed 5%
Whether the US economy is strong or not, business leaders and consumers feel very different
The survey found that business leaders are far more optimistic than American consumers about dealing with recent economic instability, technological disruption, and social changes.
Whether it's an “eagle” or a “pigeon,” the market probably doesn't trust Powell anymore
The market is still panicking about inflation. If the data continues to explode, concerns about interest rate hikes may be rekindled...
The US labor market is “worried”! The Federal Reserve's path to fighting inflation may be even more difficult
Labor costs in the US hit their biggest increase in a year, and the risk that inflation will continue to rise has increased again.
Powell dared to “release pigeons,” did the Federal Reserve see Friday's non-farm payrolls data ahead of time?
Was Powell's degree of hawkiness significantly lower than expected because he knew anything earlier than the market?
Express News | The three major US stock indices collectively opened higher, with popular Chinese securities leading the way. Bilibili rose nearly 8%
Wall Street bond-trading giants: The Federal Reserve may cut interest rates once in September or “ostentatiously”
Even without cutting interest rates, the Federal Reserve will actually loosen monetary policy by slowing down the pace of contraction.
Express News | The number of jobless claims in the US at the beginning of last week was 208 thousand, less than expected
Express News | HSBC lowered the forecast for the Fed to cut interest rates during the year from 75 basis points to 25 basis points
“New Federal Reserve News Agency”: No matter what Powell “says”, in the end, inflation has the final say
Nick Timiraos, a reporter from the New Federal Reserve News Agency and the Wall Street Journal, wrote that the current market's tendency to determine the Federal Reserve is not that important; what is more critical is economic and inflation data.
Express News | US Employment Data Challenger: The auto industry had the most layoffs in April, totaling 14,373 people, mainly because Tesla announced it would lay off 14,000 employees, or 10% of its total global workforce. The automotive industry laid off a total of 20,
Express News | Guojin Securities: The Federal Reserve is likely to cut interest rates before the third quarter, and the gold market may be higher and farther than expected
The “May Curse” is here again. Should we sell US stocks? Wall Street changes its voice: don't sell it!
① Wall Street analysts are questioning the phrase “sell in May and then leave”; ② Since 1950, the average return for the S&P 500 from May to October was actually positive, at +1.7%; ③ with positive returns in the previous first quarter and negative returns in April, the return on US stocks was even higher, reaching 83%.
Opinion | May FOMC: Short-term tightness of the Federal Reserve is not a bad thing; the third quarter is a time for improvement
CICC believes that short-term bonds will be given priority in the third quarter, followed by long-term bonds, and that US stocks and credit bonds will recover before entering. Large amounts of gold have been overdrawn at the current point, and there is still some room after interest rate cut transactions are resumed.
“Federal Reserve microphone”: The threshold for cutting interest rates has been raised, but the threshold for raising interest rates is higher
Inflation progress has stalled, the Federal Reserve extends the waiting mode, and resuming interest rate hikes will require something more serious to happen!
Agency: The threshold for the Fed to cut interest rates has been raised markedly
The May meeting of the Federal Reserve kept interest rates unchanged, in line with expectations.
Express News | CICC: The Fed may cut interest rates only once this year in the fourth quarter
Express News | Goldman Sachs: Powell made a gentle statement and maintained the forecast of two interest rate cuts this year
Do they really want to sell US stocks in May? Analyst: Average return is not high
Judging from historical data, the US stock market was mostly lower in May trading