US Stock Outlook | The multi-military momentum of US stocks is like a rainbow! Damo gave up being bearish, and Deutsche Bank raised its target price
Wall Street's last famous short! Komo strategists insist on a pessimistic outlook on US stocks; ABN AMRO: The US dollar is stable in the short term, but it may follow a rise in yield; the options market shows that Nvidia's earnings report may cause market capitalization fluctuations of 200 billion US dollars.
Express News | Federal Reserve Bostic: Interest rate cuts are not expected until the fourth quarter.
Goldman Sachs: When the Federal Reserve cuts interest rates, what are the biggest opportunities for investors?
Goldman Sachs believes that due to the continuous rise in core inflation in the first quarter, the Federal Reserve will not take the lead in cutting interest rates, but no matter when the Fed cuts interest rates, the greatest opportunities for investors may appear in emerging markets.
Are US stocks starting a new market? Wall Street bears concede defeat, and several major banks once again raised their S&P 500 target prices
After a brief recuperation in April, US stocks ushered in a new breakthrough in May. The strong performance of US stock companies and optimism about expectations of interest rate cuts under the downward trend in inflation have injected new impetus into the rise in the stock market.
Nvidia will set off “big waves” this week, Bank of America teaches investors how to hedge against fluctuations
Current options pricing suggests that after Nvidia releases earnings reports, its stock price will rise or fall 8.5%.
Wall Street's last famous bear: US stocks will plummet by more than 20% during the year
Komo's chief global market strategist insisted on being bearish on US stocks and urged clients not to buy stocks.
US Stock Nuggets | Semiconductor stocks are dancing, applied materials and Micron Technology have all reached new highs; “Dr. Copper” continues to soar, and the Southern Copper industry has risen more than 3% to a record high
Five consecutive days on the weekly line! It rose more than 3% overnight to a new high during the year, and has accumulated over 75% this year.
The number of US stocks is booming! As Damo gave up being bearish, Deutsche Bank also raised its target price
① On Monday EST, Morgan Stanley's famous “big bears” also chose to defy the bulls, causing an uproar in the market; in fact, it is not just Morgan Stanley that is becoming more optimistic about US stocks. ② Recently, Deutsche Bank also raised its target price for US stocks, raising the target price of the S&P 500 index at the end of the year to 5,500 points from 5,100 points previously.
Daily rights tracking | Nvidia's performance is in the spotlight! Options trading continues to be active; favorable developments in the coin industry hit, and MARA's bullish orders tripled the increase
The meme stock market is booming. It is worth noting that there has been an increase in FFIE PUT orders. In an active options chain, the volume of put orders that expire after one month and have an exercise price of 1 US dollar and 0.5 US dollars is close to 40,000.
Is the Federal Reserve's “triple drop during the year” not guaranteed? Meester: Seems like a bit more now!
① At the beginning of April, Meester also anticipated three interest rate cuts in 2024; ② but now, she has doubts; ③ In an interview, she said, “Judging from the economic development I have seen so far, I don't think this (the expectation of cutting interest rates three times this year) is inappropriate.”
Have US stocks reached the end of the frenzy? Kaitou Macro: After rising another 20%, it will fall into the abyss
The chief market economist at KITU Macro believes that US stocks are already in the late stages of the bubble and are likely to burst by the end of next year.
Top strategists boldly predict: the Dow will rise to 60,000 points, and the S&P 500 index will reach 8,000 points!
Wall Street analysts are increasingly convinced of the prospects for improving corporate profits, and they expect US stocks to rise even more astonishingly in the future.
US Treasury yields rebounded for the third day in a row! The optimism nurtured by CPI data has subsided
① US bond yields rebounded for the third consecutive trading day on Monday, curtailing the decline recorded last week due to signs of easing inflationary pressure; ② There was no major economic data on Monday to stimulate market position adjustments. Investors instead paid more attention to the latest comments from many Fed officials and the issuance of a series of investment-grade bonds, as companies hoped to issue bonds just in time for the upcoming holiday.
Wall Street's “Last Bear”: Don't buy stocks; it will plummet by more than 20% during the year!
Although the Federal Reserve has been slow to cut interest rates this year, US stocks are still booming. All bears were taken aback by this rise. Just last weekend, Michael Wilson (Michael Wilson), one of Wall Street's most famous bears and the chief US stock strategist at Morgan Stanley, also surrendered.
Will US stocks rise to the sky? Analysts predict that the S&P 500 will rise to 8,000 points
Ed Yardeni, chief investment strategist at Yardeni Research, told clients in a report that the Dow Jones Industrial Average Stock Price Index is expected to reach 60,000 points by 2030, and the S&P 500 index may rise to 8,000 points.
Express News | CICC: The less you expect the Fed to cut interest rates, the more likely it is to cause interest rate cuts
Express News | CITIC Securities: The Federal Reserve is not expected to cut interest rates during the year
The second-in-command of the Federal Reserve and others spoke out: we cannot pay too much attention to the April CPI data and continue to be cautious
The second-in-command of the Federal Reserve and a number of members of the polling committee spoke out. Overall, officials have yet to feel confident about the Federal Reserve's target of reducing inflation to 2%. Officials generally call for continued prudent policy positions. Cleveland Federal Reserve Chairman said bluntly that he no longer thinks it is appropriate to cut interest rates three times this year. Last week, the US released what many people called “exciting” CPI data for April.
Futu Morning Post | The commodity carnival continues! Gold and copper continue to reach record highs; Microsoft releases a new generation of AI PCs; Ideal Auto's US stock falls by nearly 13%
The two vice chairmen of the Federal Reserve spoke out at the same time: they emphasized the need to be cautious about the inflation trend; the Wall Street Bank raised the target price of the S&P 500 index to a maximum of 5,600 points; the US Securities Regulatory Commission changed its attitude and may approve the first Ethereum ETF.
Wall Street's last famous short! Komo strategist insists on pessimistic outlook on US stocks
The strategist cited a range of reasons for maintaining a pessimistic stance on the outlook for US stocks, including overvaluation, the possibility that interest rates will remain limited for a longer period of time, rising inflation data, consumer pressure, and geopolitical uncertainty.