policy

Wall Street has never seen a Federal Reserve like this: a dovish "central army" versus a hawkish "regional army".

As uncertainty surrounding the U.S. economy deepens, divisions and disagreements within the 19-member Federal Reserve B...

Stock
2026-01-12
Wall Street has never seen a Federal Reserve like this: a dovish "central army" versus a hawkish "regional army".

Interest rates surge in unprecedented magnitude! Is the US experiencing a "cash crunch"?

Although the Federal Reserve has formally announced the end of quantitative tightening (QT), repurchase market indicato...

Stock
2026-01-12
Interest rates surge in unprecedented magnitude! Is the US experiencing a "cash crunch"?

Positive earnings reports lead to a decline in excess returns; two major potential risks emerge during the US earnings season.

With the busiest earnings season over last week, the current earnings season for US stocks is now halfway through. Inst...

Stock
2026-01-12

Is Powell a "lame duck"? "Bond King" Gross leads the sell-off of US Treasury bonds!

Wall Street closed October with US stocks near record highs – Artificial Intelligence Optimism in various sectors, stro...

Stock
2026-01-12
Is Powell a "lame duck"? "Bond King" Gross leads the sell-off of US Treasury bonds!

Nomura immediately "tears up the report"! No longer expects the Federal Reserve to cut interest rates at its December meeting.

①Nomura Securities The firm stated that after the Federal Reserve announced a rate cut on Wednesday, it now expects the...

Stock
2026-01-12

Interest rate cut! The Federal Reserve is expected to cut interest rates by 25 basis points, with the year-end decision pending.

At 2:00 AM Beijing time on October 30, the Federal Reserve announced its interest rate decision. The Federal Open Marke...

Stock
2026-01-12

Ahead of the Fed Decision: Signals of Further Easing? The Fate of Balance Sheet Reduction May Be Revealed

On Tuesday, October 28, local time, the two-day Federal Reserve interest rate meeting officially began in Washington, D...

Stock
2026-01-12

For the first time in history! The White House warns that October inflation data may be missing, making Fed decision-making more difficult.

On October 24 local time, the White House warned that the Bureau of Labor Statistics (BLS) might be unable to release t...

Stock
2026-01-12

Tesla's Q3 revenue increased but profit decreased: the expiration of the US tax credit boosted sales but net profit declined by 37%.

Tesla Revenue rebounded in the third quarter, but net profit continued to decline. On October 23, Beijing time, Tesla r...

Stock
2026-01-12
Tesla's Q3 revenue increased but profit decreased: the expiration of the US tax credit boosted sales but net profit declined by 37%.

Is the Fed set to cut rates twice more this year? Morgan Stanley: Delayed data releases won't stop the pace of rate cuts.

Recently, Morgan Stanley Economists noted in the report that while the shutdown of the U.S. federal government has disr...

Stock
2026-01-12