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.
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%.
Goldman Sachs Warns of Potential $800B U.S. Selloff in Chinese Stocks
China Bans Use of 'Smart Driving' Terms in Auto Ads
Asia Markets Rise as Trade Talks Eyed; Investors Assess Economic Data in the Region
Delisting Chinese Stocks Is a Real Possibility for Trump. There's a Lot at Stake.
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.
China's March Retail Sales Rise 5.9%; Industrial Output Rises 7.7%; Unemployment Rate Falls 5.2%
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."
Goldman Sachs Warns $2.5 Trillion Sell-Off In The Extreme Event Of US-China Decoupling As Scott Bessent Says 'Everything Is On The Table'
Asia Week Ahead: Bank of Korea Decision, Japan Inflation Data
China's March Trade Surplus Above Estimates, Exports Surge While Imports Fall
China Raises Tariffs on U.S. to 125% in Latest Salvo; Dollar Falls
The dominance of the US dollar is faltering! Global de-dollarization is accelerating, and the euro and Gold have become the new favorites.
Bank of America pointed out that the dollar's share in Global Forex reserves has decreased from 66% in 2015 to less than 58% in the third quarter of 2024, and the attraction of U.S. Treasuries has also significantly declined. The three major factors that previously restricted the Euro have all been reversed, and central banks' Gold Buy volumes have exceeded 1,000 tons for three consecutive years. These two Assets are becoming a new direction for central banks' diversified allocation.
Trump's pause on the "tariff war" is useless! JPMorgan: The US stock market will continue to pull back, with uncertainty being the key.
①David Kelly, Chief Global Strategist at JPMorgan Asset Management, warned that despite President Trump postponing "reciprocal tariffs," the uncertainty around tariffs will still weigh down US stocks; ②Kelly believes that the biggest tax imposed on the US economy by Washington currently is the "tax of uncertainty," causing companies to halt hiring and cut costs due to unpredictability.
Express News | U.S.-listed Chinese stocks and ETFs surge in overnight trading.
Regulation of Technology and value-added tax cannot be discussed! The EU warns the USA: If an agreement is not reached within 90 days, taxes may be imposed on USA technology companies.
The EU is ready to expand the transatlantic trade war from Commodities to the service sector. If negotiations on tariffs with Trump fail, the EU will impose tariffs on American digital companies, directly threatening the advertising revenue of US Technology giants like Meta and Google.
How crazy the market was on Wednesday: SPY showed a significant premium! This is the Global ETF with the best liquidity.
On Wednesday, the SPY reached its highest premium since 2008 in the after-hours session, with a 10.5% increase marking the largest single-day gain in sixteen years. Analysts believe that the unusual auction volume, extreme market volatility, and short covering have led to rare liquidity pressures, which may be the reason for the SPY's surge in premium.