Q1 US Nonfarm Productivity Falls as Expected, Unit Labor Costs Jump
U.S. Productivity, Secret Sauce of Economy, Falls for First Time in Almost Three Years
Powell's stance of "not rushing to cut interest rates" has triggered a rise in U.S. Treasury yields as the market reassesses the Federal Reserve's policy path.
After Federal Reserve Chairman Powell stated that there would be no hasty reduction of borrowing costs, traders reduced their bets on Fed interest rate cuts, leading to an increase in US Treasury yields on Thursday.
Premature Fed Rate Cut Could Push 10-Year Treasury Yields Higher -- Market Talk
Daxin Bank: Maintains a neutral rating on US stocks and expects the Federal Reserve to cut interest rates as early as July or September.
The Federal Reserve remains inactive once again.
Fed Won't Commit on Rate-Cut Path Before Tariff-Pause Ends -- Market Talk
Sibori Investment Management: The Federal Reserve will not cut interest rates until September or later. Bullish on the prospects of high-quality Bonds.
The bank believes that the next possible time window for the Federal Reserve to cut interest rates will be in September, or even later. The Federal Reserve itself expects to cut rates only twice this year, while the market anticipates three cuts.
Trump wants to amend AI Chip export controls? The U.S. Department of Commerce: Simplifying the 'Biden rules' is beneficial for innovation!
① A spokesperson for the USA Department of Commerce stated that President Trump plans to lift the restrictions on the export of advanced AI Chips instituted during the Biden administration, claiming that Biden's rules are overly complex and will hinder innovation in the USA; ② In January of this year, Biden released the "AI Diffusion Export Control Framework," establishing a "three-tier licensing system" for AI Chips, which limits the amount of advanced AI Chips accessible to various countries and regions.
Treasury Yields Wobble as Fed Reaffirms Its Data Dependence -- Market Talk
March US Consumer Credit Posts Larger-Than-Expected Rebound
US10Y Slips After Federal Reserve Warns of Potential Stagflation
Daily Roundup of Key US Economic Data for May 7
Relief Rally or Calm Before the Storm? SA Analysts Weigh in on Tariffs
U.S. stock market outlook | All three Equity Index futures are up, and the Federal Reserve's interest rate decision is imminent.
On May 7th (Wednesday), in Pre-Market Trading, the three major U.S. equity index futures all rose.
What caused the rapid reversal of the latest sell-off in the USA? Deutsche Bank: The main reasons are policy easing and the economy not entering recession.
Deutsche Bank stated that this round of market reversal is mainly attributed to three points: macroeconomic data shows that the USA economy has not fallen into recession; the decline in oil prices has alleviated inflationary pressures, providing room for potential interest rate cuts. Finally, the policies of the USA government have softened, and the tendency for trade protectionism has weakened.
U.S. stock valuations have reached warning levels again! The market is treading carefully before the Federal Reserve's decision.
The recent rebound in the stock market has caused valuation levels to rise again, and with the Federal Reserve about to announce its MMF policy decision, the market cannot afford any mistakes.
The largest stock buyback frenzy in history has arrived! In the midst of uncertainty, companies choose to "buy the dip" on themselves.
According to Deutsche Bank, S&P 500 Index constituent companies are expected to buy back $192 billion worth of Stocks in the coming months, the highest single-week record since 1995. Under the shadow of uncertainties such as trade tariffs, companies prefer to deploy large Cash reserves through buybacks.
FOMC Preview: When Will Powell Turn Dovish Amid Tariff Tensions?
Despite the tariff disputes, should one still stick to U.S. stocks? Morgan Stanley provides five major investment recommendations.
① Should one choose Large Cap stocks or Small Cap stocks? Should one choose industrial stocks or Consumer stocks? Should one still remain committed to U.S. stocks? ② Morgan Stanley U.S. stock strategist Wilson offers five investment recommendations to investors to address Global trade risks.
After Buffett "hands over the baton", Berkshire has made substantial bottom-fishing purchases, while retail investors gamble on the enduring faith in the "stock god".
On Monday, retail investors invested more than 24 million dollars in Berkshire Hathaway Class B Stocks.