JPMorgan traders "draw the line": U.S. stocks first break 6000, then hit a new low!
JPMorgan expects that, driven by factors such as the activation of CTA strategy and accelerated Share Buybacks, the S&P 500 Index will first challenge the 6000-point mark. However, afterwards, if investors hold a pessimistic view on the mid-term outlook under high tariffs, the market may retest low levels. JPMorgan agrees with the current widespread view of an economic recession and anticipates a significant decline in hard data such as non-farm employment and retail sales in the next 1-2 months.
India Proposes Zero-for-zero Tariff Deal on U.S. Auto Parts, Steel - Report
Deutsche Bank: The sell-off of USA Assets has been excessive.
Deutsche Bank pointed out that at the beginning of April, the USA market experienced significant volatility, but the panic regarding the dollar, USA Consumer data, and overall confidence in USA Assets may be exaggerated. From a relative valuation perspective, some cyclical USA Consumer stocks may begin to show investment attractiveness. Although policy volatility may persist, the narrative of "selling dollar Assets" may have reached its peak.
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Express News | U.S. President Trump Will Meet with Canadian PM Mark Carney at 11:45 AM on Tuesday (E.T.), According to Forexlive
The Trump family is once again criticized for corrupt behavior, linked not only to donations from the cryptocurrency Industry but also involving foreign Trade.
① The President of the USA, Trump, attended a dinner on Monday attended by cryptocurrency enthusiasts, which required a minimum donation of 1.5 million dollars per person for the fundraising event for Trump; ② Later this month, Trump will also participate in events related to Trump Coin, which has generated over 1.3 million dollars in Trade fees since the announcement; ③ There is growing concern in USA society about the potential conflicts of interest between Trump and the Industry.
Fearless of the "Trump headwind"? Blackstone's president: There is still a lot of room for growth in AI Datacenter demand!
① Blackstone Group President Jonathan Gray believes that although Trump's tariff policy may pose a threat to AI development, the demand for Datacenter will continue to grow; ② Gray pointed out that Datacenters controlled by the USA can alleviate security concerns and emphasized that the AI field is still in its early stages, with significant growth every year.
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Wall Street Futures Dip On Trump's New Tariffs, Fed Meeting In Spotlight
VOO Vs SPY: $21 Billion April Surge Puts VOO Ahead In The S&P 500 ETF Showdown
U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.
① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
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