Source: Xuanyan Global Macro Author: China Merchants Securities Zhang Yiping, Zhang Antian China Merchants Securities believes that the Fed may need to continuously raise interest rates to make significant adjustments in the U.S. stock market and real estate market in order to bring the U.S. inflation level back to the target range. The core PCE, […]
How the Fed is heading for a limit landing Read More »
Elon Musk said in a series of tweets on Friday local time that Bill Gates shorted Tesla and now needs $1.5 billion to $2 billion to close it. Musk tweeted that Gates is shorting Tesla “by billions of dollars” while claiming to help solve global warming, and I think I have some trust issues with
Musk says Gates holds ‘billion dollar’ Tesla short position Read More »
Bank of America believes that pausing rate hikes in September will give the Fed time to assess the impact of a rapid policy shift without sacrificing too much in fighting inflation. A growing number of Fed officials will support a pause in rate hikes in September if financial conditions remain tight or deteriorate and future
Source: Smart Investor Author: Hui Yang Yang Zhao Haoran Peter Lynch, a 78-year-old investment guru, is still tirelessly “turning the stone.” On May 18, the former Fidelity Magellan fund manager acquired a 5.2% stake in alternative healthcare provider Imac Holdings Inc., according to his latest 13G filing with the Securities and Exchange Commission, giving the
Peter Lynch still loves small caps! Buy 5.2% of the company Read More »
The Hang Seng Index fell 0.1% this week to close at 20,697.36 points. The IPO market in Hong Kong stocks recovered slightly this week, with a total of 6 new stocks submitted and 1 new stock offering. Among them, Youhe Group (02347.HK)$, as one of the leading market players in Hong Kong’s business-to-consumer (B2C) e-commerce
Authors: Kong Rong, Li Zeyu Source: Tianfeng Securities, original title: “In-depth review of US technology giants’ 2022Q1 financial reports: The resilience of technology giants under inflation and supply chain pressure is tested again” Under the test of the headwind, the battle is the efficiency of enterprise operation and capital operation, the status of the industry
The flagging U.S. stock market finally lifted its eyebrows this week. The three major U.S. stock indexes rose at least 6% this week, the first time since November 2020, as traders slashed expectations for a rate hike from the Federal Reserve, better-than-expected corporate earnings reports and rosy macroeconomic data boosted investor sentiment. . Although U.S.
Howard Marks, co-founder of Oaktree Capital, pointed out in a recent article that psychological factors have a significant impact on investor decision-making, which can largely explain why the market fluctuates. The following is an excerpt from his latest investment memo, Bull Market Rhymes: As an investor, I have been through several important cycles. However, when
Recent surveys have shown that companies are now more cautious about spending after big pay increases over the past year, fearing that further big pay increases will eat into profits. Economists expect the U.S. average hourly wage rate, due next Friday, to fall to an annualized 5.2% in May, down from 5.5% in April. This
Author: Roman On May 27, the China Securities Regulatory Commission and the Hong Kong Securities Regulatory Commission agreed in principle to include eligible exchange-traded funds (exchange-traded funds) (ETFs) in China Connect. Hong Kong investors can buy and sell stocks and ETF fund shares listed on the other exchange within the specified scope through local securities
Slower wage growth could help the Fed control inflation. U.S. wage growth appears to be peaking, an encouraging development for the Fed. Businesses are now becoming more cautious about spending after big pay raises over the past year, fearing that further big raises will eat into profits, according to recent surveys of HR firms, business
Reassure the Fed and U.S. stocks: Wage growth appears to have peaked Read More »
Source: Bear Park Watch Author: Xiong Yuan, Liu Xinyu From a comprehensive perspective, the adjustment of U.S. stocks since the beginning of May is not due to recession expectations, but is more affected by the thunderous performance of heavyweight stocks, Tesla’s acquisition of Twitter, and the escalation of the conflict between Russia and Ukraine. Continue
Opinion | Are U.S. stocks trading recession expectations? Read More »
U.S. inflation slowed in April and consumer spending was strong. The U.S. PCE price index in April was at an annual rate of 6.3%, in line with expectations, and the previous value was 6.6%. The US April PCE price index was 0.2% month-on-month, in line with expectations, and the previous value was 0.9%. The monthly