Making a big fuss again? The US CPI data that attracted the market's attention was actually released 30 minutes ahead of schedule
What's even worse is that investors didn't even notice that the data had been released, and there were no sharp fluctuations in the market during this period. Analysts believe that if investors are aware that the data is being released ahead of time, 30 minutes will still be enough time for them to respond.
Are investors losing patience waiting for interest rate cuts? FOMO may be this year's big theme!
Analysts said this cycle taught investors one thing, that is, things are changing very fast.
The Federal Reserve's “Big Three”: Happy to see inflation slow, but not seeking to cut interest rates in the short term
Williams said that the Federal Reserve's monetary policy is currently restrictive and is in a good position.
The three major US stock indices all hit new highs! Which bullish stocks are behind it?
The AI boom is still leading the US stock market. The cumulative increase in ultra-microcomputers reached 235% during the year, chip giant Nvidia increased by more than 90%, and ARM increased by more than 50% during the year.
US stock outlook | “Big bears” increase their holdings of Chinese technology stocks, strongly betting on JD and Ali; Meme shares continue to fall before the market
Before the Thursday market, the three major US stock indices rose slightly; the S&P 500 index broke through a new high! StockCharts: A technological shift points to a further rise; Adachi Insurance rose more than 7% before the market, and Buffett made a big position in the stock in the first quarter.
Express News | The number of jobless claims in the US until the beginning of May 11 was 222,000. It is expected to be 220,000, compared to the previous value of 231,000.
Duan Yongping made another move in the first quarter: increase Alibaba holdings and rebuild positions in Pinduoduo
① The first quarter of 2024 held 9 stocks, the same number as in the fourth quarter of 2023. Of these, 8 stocks continued to be held, 1 additional stock was added to Pinduoduo, and at the same time, it was a happy time to clear the inventory. ② According to Qu Fang, an investment advisor at Wanlian Securities, Duan Yongping is optimistic about Alibaba partly because its current valuation is undervalued.
Federal Reserve officials “fly the hawk” again. Inflation is moving towards expectations, but high interest rates must be maintained
Keep an eye on housing inflation.
Express News | Federal Reserve Williams: The job market is still tight, but the excess situation is weakening. It is hoped that the job market will balance without a significant increase in the unemployment rate; the unemployment rate is expected to rise to 4% this year
Express News | Williams: Happy to see inflation slowing, but not enough to cause interest rate cuts in the near future
Express News | Federal Reserve Williams: The April CPI was a “positive development” in inflation dynamics. The overall trend of slowing inflation is positive, and it is optimistic that inflation will continue to fall.
Goldman Sachs: The rise in US stocks may be over, and the Federal Reserve is most likely to cut interest rates twice during the year
Goldman Sachs's chief US stock analyst said that the S&P 500 index is likely to remain flat for the rest of the year, and there is little reason for further growth.
Daily rights tracking | Faraday will rise another 30% before the market, and call orders will be hot; Bitcoin will soar again, and Mara will earn 4 times the option premium on a single call
Meme stocks forced the shorting market to a standstill. AMC cinemas fell 20% overnight, and options transactions reached 1.23 million. The bullish ratio fell 62.6% for two consecutive days. In the options chain, put deals that expire tomorrow and have an exercise price of $4 are at the top. A large player's buy-put bet fell when the price was $5.37.
US Stock Nuggets | Ultramicrocomputer and Dell record double-digit gains; Vistra hits record highs
Get the Bank of America to raise the target price! Nvidia's exclusive liquid cooling supplier, Vertiv Holdings, rose nearly 6% overnight, and its stock price doubled during the year.
Break the rules of history! Biden and Trump confirm presidential election debate at the end of June
① As Biden rejects the presidential debate committee arrangement and quickly reaches an agreement with the Trump team, this year the US will usher in a presidential election debate that breaks the rules of history; ② The analysis points out that both Biden and the Trump team are indeed motivated to have a face-to-face “confrontation” ahead of time. ③ Both sides also confirmed that the second debate will be held on September 10.
What's the situation? US Bureau of Labor Statistics “admits mistakes”: CPI data released 30 minutes early
The US Bureau of Labor Statistics once again publicly “admits mistakes”: the CPI data was accidentally released 30 minutes in advance, and a full investigation is being carried out.
“Hedge Fund Legend” Taper Q1 made a big deal to increase its stock positions! Slash Nvidia positions
In the first quarter of 2024, this top asset manager drastically reduced its holdings of these technology stocks benefiting from the AI investment frenzy in the first quarter of 2024, but increased its holdings in Chinese securities such as Alibaba and Pinduoduo by a large amount.
The prototype of the movie “The Big Short” bought gold in Q1, surged JD and Ali
Scion, a subsidiary of the “big short” Michael Barry, had a total market value of about US$103 million in the first quarter, and the total market value of its holdings in the previous quarter was about US$94.6 million, an increase over the previous quarter.
I made a double profit! The two giants simultaneously increased their holdings in Pinduoduo, and Gao Lin weighed nearly 10 billion yuan
With the successive disclosure of the US Stock 13F Report, private equity giants' latest positions have surfaced.
When did the Federal Reserve “shoot”? Komo and Goldman Sachs are determined to drop for the first time in July. September is most likely?
The Federal Reserve needs at least three optimistic inflation reports before it is likely to cut interest rates for the first time in September.