How to invest in US stocks after interest rate cuts and cooling down? Goldman Sachs: Buy on dips!

管理着2.7万亿美元资产的高盛资产管理公司(GSAM)的负责多资产解决方案副首席投资官Alexandra Wilson-Elizondo表示，显示美国劳动力市场弹性的新数据限制了美国股市连续五周的上涨，进一步下跌意味着买入机会。

Research institution: The Federal Reserve is expected to slow down the pace of scale reduction starting from June next year

Federal Reserve research firm Wrightson ICAP has stated that as the outlook for bank reserves becomes increasingly bleak, the Federal Reserve will need to begin to stop reducing its balance sheet.

The Federal Reserves interest rate cut reset pricing, Goldman Sachs said US stocks should "buy on dips"

The unexpectedly strong recruitment data in November has triggered a repricing of the Federal Reserve\\\'s interest rate trend, and swap contracts currently show that investors believe the possibility of a rate cut in March next year is unlikely. As the m

Biden puts pressure on the Federal Reserve: Strong non farm payroll is not a reason to raise interest rates

He said in his speech in Las Vegas, Nevada that this number is a "sweet spot" needed for stable growth and reducing inflation, rather than encouraging the Federal Reserve to raise interest rates. Recent US presidents have avoided making routine

Why will the Fed cut interest rates next year? This issue deserves more attention

With U.S. inflation falling sharply from last year\'s multi-decade highs, the Fed is increasingly likely to cut interest rates in 2024. The Federal Reserve is expected to hold interest rates steady for the third time in a row this week, and Fed Chairman J

More than 40 companies plan to buy back or increase their holdings, and foreign capital has also come to copy the bottom

On the evening of December 10, A-shares ushered in A wave of buyback. That night, more than 40 listed companies intensively disclosed buyback or increase plans, using real money to convey confidence to the capital market. Among them, the huge asset size o

Much attention! CPI with the Feds interest rate decision hit the US stock rally faces a test

A press conference by Fed Chairman Jerome Powell and a new set of economic forecasts from Fed officials for the coming years will also be the focus of Wednesday\\\'s meeting. The U.S. Producer Price Index (PPI) will be released on Wednesday morning, retai

Beyond the signal of rate cut, what else to watch for at the ECB interest rate meeting?

Inflation in the euro zone is falling and the economy may be in a shallow recession, so traders are not convinced by the ECB\'s argument that interest rates will stay high for some time.

Markets Week Ahead: Gold, EUR/USD, GBP/USD, USD/JPY, US Inflation, Fed, ECB, BoE

The week ahead is likely to bring elevated market volatility, courtesy of impactful and high-risk events on the economic calendar, including US inflation data, UK GDP figures, and significant monetary policy announcements from the FOMC, the Bank of Englan

A Big Week Ahead in Global Monetary Policy

The Federal Open Market Committee is scheduled to meet this week, with the Decision Statement on interest rates to be delivered at 7:00 PM GMT on Wednesday the 13th, and the Press Conference to follow half an hour later.

Europes Economic Crossroads: Recession Fears and S&P Globals Contrasting Outlook

In the tumultuous landscape of Europe\\\'s economic outlook, confusion reigns regarding whether the region is emerging from a recession, currently entangled in one, or teetering on the brink of another. This analysis endeavors to demystify the complex hea

Tether Takes Proactive Steps to Follow Sanctions Rules; Freezes 41 Crypto Wallets

Although Tether did not reveal any numbers in last week\\\'s announcement, Coindesk reported that the platform froze 41 wallets linked to persons and entities listed on the Office of Foreign Assets Control (OFAC) Specially Designated Nationals (SDN). Acco

BANK OF CANADA’S FINAL 2023 POLICY UPDATE ON THE CANADIAN DOLLAR AND FUTURE MONETARY LANDSCAPE

The Bank of Canada’s policy guidance continues to signal a willingness to raise the policy rate if deemed necessary. However, recent economic indicators, including signs of slowing inflation and weak economic growth, have cast doubt on the necessity of ma

UNRAVELLING THE YEN SURGE AND BOJ POLICY SPECULATIONS IMPACTING USD/JPY

These recent market dynamics align with our existing short USD/JPY trade idea. Our analysts had previously anticipated the BoJ’s potential exit from the negative rate policy in January, aiming to reduce policy divergence with other major central banks. Th

ANALYSIS OF JAPAN’S MONETARY LANDSCAPE

In a landscape shaped by net domestic fund demand and Bank of Japan’s (BoJ) policy decisions, the Japanese Government Bonds (JGBs) market reflects stability. With the BoJ acquiring JPY7 trillion of JGBs, the anticipated 10-year JGB yield stabilization at