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%.
Options Market Statistics: Hertz Shares Surge After Ackman Confirms 20% Stake, Hints at Uber Collaboration; Options Pop
The Trump administration has also suspended the eligibility for international students at Harvard University.
The Trump administration has notified Harvard University that it would revoke its eligibility to accept foreign students if it does not comply with the administration's demands. This marks an increase in pressure on the university. Department of Homeland Security (DHS) Secretary Kristi Noem issued this notification in a letter dated the 16th. Prior to this, Harvard refused to comply with the administration's demand to 'audit' the opinions of faculty, students, and staff under federal government oversight on the 14th. President Alan Garber stated that such demands undermine the independence of the university.
S&P 500 Opens Higher; Trump Renews Attack on Fed Chair Powell -- WSJ
Stocks Need to Get Cheaper, Schroders' Olu-Pitan Says
Is the market sentiment changing? U.S. stock executives are accelerating their bottom fishing, with the buy-sell ratio approaching its highest since the end of 2023.
At a time when investors are withdrawing from U.S. stocks on a large scale, over 180 Company Executives have increased their Shareholding in their own Stocks in the first two weeks of this month, with the buy-sell ratio reaching its highest point since the end of 2023. Analysts say whether this trend of Executive Shareholding can continue is crucial, but an increase in Executive Shareholding does not necessarily mean the market has hit bottom; they are also feeling their way forward.
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'
Trump's tariffs shake the US stock market. Experts predict: three sectors are expected to rebound first.
The three sectors that will experience the biggest rebound after the turmoil caused by tariffs are Energy, Financial, and Technology stocks.
US Morning News Call | Powell Warns Tariffs May Cause Inflation and Growth Challenges
With VIX Echoing 2022 Turmoil, Here's a New Theory on When Trump Will Change Course
Dow Futures Rise; Trade Tensions Remain in Focus -- WSJ
Express News | U.S. stock futures surge across major indexes, with Dow leading at 1.36%, Nasdaq advancing 1.19%, and S&P climbing 1.05%.
Stocks Drop on Fed Chair Warning Tariffs May Trigger Inflation and Slower Growth
Options Market Statistics: Tesla Loses Lead in California as Registrations Dip 15%; Options Pop
Fed Chair Powell Says Tariffs Lead To 'Temporary Rise In Inflation'
Powell Indicates Tariffs Could Pose a Challenge for the Fed Between Controlling Inflation and Boosting Growth
Fed Can Wait and See Before Mulling Any Interest-rate Moves - at Least for Now, Powell Says