FUTU | 富途

U.S. retail consumption outlook: After the inventory explosion, prices will fall off a cliff

Source: Wall Street News Author: Zhu Xueying Remember the global supply chain chaos a year ago? At that time, the problem of supply gaps caused by the epidemic was rampant, and American retailers and wholesalers panicked to buy supplies to replenish their inventories, for fear that they would have nothing to sell. However, Deutsche Bank …

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Hedge funds have the worst performance in history in the beginning of 2022. Who is shorting US stocks a lot?

Goldman Sachs believes that changes in hedge fund positions reflect capital allocation adjustments across the market. Growth stocks have benefited as institutional and retail investors have increased their holdings of stocks over the past few years as low interest rates have bolstered the narrative that there is no alternative to equities. Today, with real interest …

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Bank of America CEO: Chances of U.S. recession ‘overrated’

Source: Zhitong Finance Author: Chen Shiye Bank of America Chief Executive Brian Moynihan on Monday downplayed his view of a recession, saying the chances of the economy slipping into a recession are “overrated.” In an interview with CNBC, Moynihan acknowledged that aggressive rate hikes by the Fed will slow economic growth and increase the likelihood …

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Bull Stock Detective | Up nearly 90% this year! Why is this company flying against the wind?

Editor’s note: There are many bull stocks in the US stock market, technology, consumption, health care, finance, energy, industry… Almost every industry has companies shining in the capital market. Some companies conform to the industry trend and continue to widen the moat. After decades of ups and downs, they are still strong and upward. Some …

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When the “bear gas” of U.S. stocks is surging, Citigroup ticks out these high-quality stocks

Source: Zhitong Finance Author: Wei Haoming U.S. stock investors can look for quality stocks as they grapple with the Federal Reserve’s rate hike cycle and a possible recession, Citigroup said. “There’s no denying that stocks with quality attributes have so far not been immune to this year’s volatility,” equity strategist Scott Chronert wrote in a …

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How to fend off a bear market? Morgan Stanley analyst, who often sings about US stocks, recommends these 15 stocks

Wilson singled out 15 high-quality stocks that have the potential to weather this bear market and still see gains after it ends, including $AT&T (T.US)$ , $Comcast (CMCSA.US)$ and $ Coca-Cola (KO.US) $ etc. Morgan Stanley equity strategist Mike Wilson said in a note that in the current market environment, he remains bullish on defensive …

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The Dow rose 1%, and the Nasdaq reversed in a V-shape. Why is the market volatility so violent?

Source: wind Hong Kong’s Wind News Agency reported that on May 23, U.S. stocks opened higher across the board, making the S&P 500 expected to break out of the bear market area. On Friday, the index hovered in bear market territory during a volatile session. The S&P 500 rose 0.7%, the Nasdaq posted a quick …

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Monkeypox strikes and the balance sheet continues to shrink. What to invest in a time full of uncertainty?

The new crown has not gone, monkeypox has come again. At the same time, recently, with the continuous high inflation and the increasing expectations of tightening monetary policies such as the Fed’s interest rate hike and balance sheet reduction, the U.S. stock market has entered a stage of adjustment. The sharp rise in prices, etc., …

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$50 billion! Chip giant Broadcom is brewing the big merger of the century

Source: Wall Street News On May 23, according to Bloomberg and other media reports, semiconductor giant Broadcom (Broadcom) is negotiating acquisitions with virtual software giant VMware. If the acquisition of VMware is successful, Broadcom’s business in the software field is expected to further diversify. Bloomberg quoted people familiar with the matter as saying that Broadcom …

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Will there be a short-term rebound? What challenges will U.S. stocks face this week?

Source: Zhitong Finance Author: Li Juncheng The U.S. Federal Reserve’s lacklustre results on Friday underscored economic risks in a high-inflation environment as dismal results from retailers led by Walmart (WMT.US)$ and Target (TGT.US) The S&P 500 fell more than 20% from its record high in January this year and fell into a technical bear market. …

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