.VIX CBOE Volatility S&P 500 Index
- 13.490
- -1.190-8.11%
Options traders question Powell's dovish remarks; are expectations of the Fed's interest rate hike heating up?
Options linked to interest rates for guaranteed overnight financing suggest that the possibility that the Federal Reserve will raise interest rates in September or December is around 18% and 20%, respectively.
Hong Kong stocks and offshore renminbi have surged! The May Day holiday has only the final test: US non-agricultural farmers
The US non-farm payrolls data for April will be released tonight at 20:30 Beijing time.
Inflation is hanging again! Productivity growth slowed, and the increase in labor costs in the US in the first quarter was the biggest in a year
Thursday's data is the same as this Tuesday, another labor cost data released by the US Bureau of Labor Statistics — the employment cost index. The trend is consistent, which may increase the risk that US inflation will continue to be high. The analysis also said that the data did not show that AI increased productivity.
Options traders don't believe Powell and still predict the possibility that the Fed will raise interest rates before the end of the year
After Federal Reserve Chairman Powell said interest rate hikes were “unlikely,” options traders are still predicting the possibility that the central bank may raise borrowing costs before the end of this year.
“The craziest non-farm day of the year” is coming soon!
Staying steady, S&P 500 options show that traders are facing the craziest US non-farm payday in a year.
Turnover TOP20 | E-commerce stocks generally rose, Alibaba rose 6.38%, Pinduoduo rose 10.48%
On Thursday, Nvidia, the number one in terms of US stock turnover, closed 3.34% higher, with a turnover of US$32.097 billion; Qualcomm, the tenth place, closed 9.74% higher, the biggest one-day increase since November 2021, with transactions of US$4.639 billion.
US stocks closed | NASDAQ rose more than 1.5%, China probably surged, and Xiaopeng rose nearly 16%
S&P stopped two consecutive declines. Chip stocks rebounded strongly to support US stocks, rising nearly 10% after Qualcomm's results; Station B rose more than 15%, and JD rose more than 11%.
Express News | Old debt king Gross ruled that the “total return” strategy is dead, 10-year US Treasury yields will exceed 5%
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.
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,
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