UWM Proshares Trust Pshs Ultruss2000
- 31.600
- -0.740-2.29%
Markets Rattled As Trump Tariffs Overshadow Fed Calm
U.S. Treasury Secretary and USTR to Meet With Chinese Counterparts Amid Possible Break in Trade War
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.
Wall Street giant Paul Tudor Jones: It is still very likely that the U.S. stock market will hit new lows, and AI poses a threat to survival.
Paul Tudor Jones expressed a pessimistic view. He stated that even if USA President Trump eases tariff policies, the US stock market is still likely to create new lows, unless the Federal Reserve is very dovish and significantly lowers interest rates. He is increasingly concerned about the dangers posed by AI and warns that this risk is not limited to impacts on the stock market and economy; he sees AI as a "survival threat."
Trade Deficit Widens to a Record $140.5 Billion
US Morning News Call | India Proposes Zero-For-Zero Tariffs On Steel, Auto Parts
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.
Wall Street Futures Dip On Trump's New Tariffs, Fed Meeting In Spotlight
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.
US Morning News Call | Trump Says He Wants a Fair Trade Deal with China
Tariffs, recession? The U.S. stock market just "doesn't care"!
On one hand, Goldman Sachs believes there is a 45% chance of a recession occurring within the next 12 months, while Apollo recently set it at 90%; on the other hand, the S&P 500 Index has just ended its longest nine-day winning streak since 2004, and bond yields and the dollar have stabilized. However, underlying concerns remain, as investors' risk compensation for U.S. stocks is below historical standards. The market is currently closely monitoring credit card data, which will serve as one of the warning signals.
GDP Shrinks for First Time in 3 Years as Trump Tariffs Trigger Record Trade Deficit
S&P 500 Futures Slip; GDP Data Shows Sharp Slowdown
Express News | U.S. Stock Index Futures Extend Losses After GDP Data Release
Express News | US Q1 GDP Growth Rate QoQ Adv -0.3% Vs 0.3% Forecast, Prior 2.4%
Express News | ADP Nonfarm Employment Change (Apr) 62K Vs 114K Est.; Prior 155K
Markets Are Dealing With a New Kind of Shock. The S&P 500 Might Not Have Bottomed Yet, Says Goldman Sachs
US Morning News Call | Report Says China Lists US Goods Exempt From 125% Tariffs
The U.S. Secretary of Commerce: The first trade agreement has been reached and is expected to be approved soon!
① On Tuesday, USA Secretary of Commerce Wilbur Ross revealed that the Trump administration has reached its first trade agreement, but it has not been completely finalized; ② Also on Tuesday, Trump stated that the tariff negotiations with India are "progressing well," and he believes that the USA is about to reach a trade agreement with India.
U.S. stocks closed: the S&P 500 Index has risen for six consecutive days as investors anticipate Trump to adjust the tariff policy.
① Amazon was forced to terminate the plan to display the impact of tariffs on commodity pages; ② China Concept Stocks fluctuated, and the Nasdaq China Golden Dragon Index fell by 0.3%; ③ Meta released an independent AI application aiming to create a personalized Asia Vets assistant; ④ Starbucks reported a Q2 revenue of 8.8 billion dollars, below market expectations.