Amidst stock market turbulence, the "strongest alpha" emerges! Tariffs cannot suppress the explosive expansion of AI computing power.
Taiwan Semiconductor stated that no changes in customer behavior due to USA tariffs have been observed, and its optimistic expectations contrast sharply with the uncertainties in the global market.
'It's Just Not Done': Why Trump Firing Powell Could Rock U.S. Financial Markets
Support Powell? The "third-in-command" of the Federal Reserve stated that there is no necessity to adjust interest rates in the short term!
① The President of the New York Federal Reserve, Williams, believes that there is no need to change the Federal Reserve's interest rate policy in the short term, although Trump's tariffs may increase inflation, weaken economic growth, and raise unemployment rates. ② Williams emphasized that the Federal Reserve needs to ensure that inflation does not continue to rise and to bring inflation back to the target level of 2%.
Express News | ECB: The Governing Council Today Decided to Lower the Three Key ECB Interest Rates by 25 Basis Points
Trump Lashes Out at Powell, Says 'Termination Cannot Come Fast Enough'
US Morning News Call | Powell Warns Tariffs May Cause Inflation and Growth Challenges
Wall Street is facing a disastrous duet: "stirring up trouble" Trump, "indifferent" Powell.
① The current Wall Street traders seem to have a tough job: on one hand, they need to deal with the constantly "stirring the pot" Trump, while on the other hand, there is Powell, who is unwilling to bow to the White House and remains indifferent to market turbulence; ② The negative impact of such a "duet combination" on the financial markets was undoubtedly evident last night.
U.S. Retail Sales Surge to 26-month High as Buyers Rush to Avoid Tariff-related Price Hikes
Express News | US Retail Sales (MoM) (Mar) 1.4% Vs 1.3% Est.; 0.2% Prior
US Morning News Call | China Open to U.S. Trade Talks with Conditions
More Metal tariffs on the way? Trump orders an investigation into imports of key minerals.
Trump has instructed an investigation to determine whether the import of critical minerals to the USA poses a "threat to National Security," which could lead to tariffs or restrictions on the Industry.
Regarding the most concerned issues in the market, "tariffs and AI," these two Earnings Reports are crucial, and now half of the answer has been revealed.
In the context of ongoing tariff disputes, the chip Industry is also facing a severe test, and concerns among investors about whether the demand for AI Chips can continue to grow are intensifying.
Has the VIX Peaked? 'Acute Phase' of Selloff in Stocks May Be Done, Says Bespoke.
Short Interest Bets for Bigger Consumer Staple Names Fall in March
The U.S. stock market is turbulent; are the zero-day Options to blame?
Zero-day Options highlight that the VIX Index has underestimated the turmoil in the US stock market caused by tariffs.
US Morning News Call | Trump Weighs Short-Term Tariff Exemptions for Autos
The key to Apple's AI comeback has been revealed: data analysis on the device side makes its debut, 'stealing' the writing style of users.
① Apple plans to enhance its AI platform by analyzing user device data to catch up with competitors; ② The new approach will compare synthetic data with user email samples to improve text features such as notification summaries and writing tools.
Trump's chief economic advisor is adamant: the USA will not go into recession, and more than ten countries have submitted excellent trade agreements!
① Kevin Hassett, Director of the National Economic Council of the White House, stated that more than ten countries have proposed "very good, amazing" trade agreements to the USA, and the USA is considering whether to accept them; ② Hassett also insisted that it is completely impossible for the USA to experience an economic recession by 2025, and pointed out that the recent employment report data in the USA is "really, really good."
The U.S. stock market has seen a "death cross"! But this time, the market might welcome a V-shaped reversal?
As the USA stock market faces a sell-off due to tariff issues, the emergence of the "death cross" technical pattern again raises concerns in the market. However, Historical Data indicates that this alarming technical signal does not necessarily mean that the stock market will face a more significant decline.
US Stock Futures Dip After S&P 500 Rally; Earnings Season in Focus