The upcoming Federal Reserve meeting will trigger Bitcoin’s price to surge dramatically after it breached $92,000 on Monday, analysts say. A Fed decision on Wednesday to inject more money into the banking system will send the $1.8 trillion crypto “sharply higher,” analysts David Brickell and Chris Mills of the London Crypto Club said in their weekly newsletter. They predict “a dovish surprise” where the Fed indirectly increases money supply through a creative bond-buying scheme. “Now, we’re moving into ...

上周国内权益市场震荡反弹，主要宽基指数涨幅在1%左右，全市场日均成交量稳定在1.7万亿元附近， 周五下午开盘后，保险板块大幅上涨，部分上市保险公司的涨幅超过5%，有效提振了当日的市场人 气。 12月5日，国家金融监督管理总局发布通知，下调保险公司相关业务风险因子，进一步提升险资配置权 益资产的资本使用效率，为加大险资持续入市力度，培育壮大险资耐心资本，支持科技创新打开空间。 泓德基金表示，风险因子下调直接降低保险资金权益投资的最低资本占用，释放的资本额度若全部用于 增配股票，理论上可为A股带来约千亿元增量资金。政策通过资本占用折扣机制，显著提升险资对高股 息蓝筹股及科技创新板块的配置意愿，同时抑制短期交易行为，推动投资策略向长期价值型转变。 上周国内权益市场震荡反弹，主要宽基指数涨幅在1%左右，全市场日均成交量稳定在1.7万亿元附近， 周五下午开盘后，保险板块大幅上涨，部分上市保险公司的涨幅超过5%，有效提振了当日的市场人 气。 12月5日，国家金融监督管理总局发布通知，下调保险公司相关业务风险因子，进一步提升险资配置权 益资产的资本使用效率，为加大险资持续入市力度，培育壮大险资耐心资本，支持科技创新打开空间 ...

Solid corporate earnings, Fed rate cuts, and optimism about the AI sector could fuel another leg higher for the S&P 500.With $818 billion in assets, the Vanguard S&P 500 ETF (VOO +0.01%) is the largest exchange-traded fund there is. Its combination of broad U.S. equity market coverage, a razor-thin expense ratio, and strong historical performance has helped make it a cornerstone of many investment portfolios.Whether now is a good time to invest in the fund, however, is a subjective question. You could look ...

Rate cuts are likely coming – who will it help?… why the American Dream 1.0 no longer works… evidence of the emerging American Dream 2.0… the critical portfolio action steps to take todayVIEW IN BROWSERAs I write Thursday morning, Wall Street is all but certain we’re going to get a quarter-point interest rate cut at next week’s Federal Reserve meeting.The CME Group’s FedWatch Tool shows that traders put the odds of that cut at almost 90%.But there’s an important question that Wall Street isn’t asking…What w ...

Market Overview - US stock futures showed a slight increase, with Dow Jones and S&P 500 futures both up approximately 0.2% [1] - Nasdaq 100 futures also rose about 0.2%, following a positive performance in major Wall Street indices [1] Cryptocurrency Insights - Bitcoin rebounded from a significant decline, reaching a two-week high above $93,000 before slightly retracing [2] - The cryptocurrency's recovery comes after it fell below $83,000 in recent weeks [2] Employment Data - The ADP report indicated a surprising decline in private-sector employment, with a loss of 32,000 jobs in November, contrary to expectations of a modest gain [3] - The decline was primarily attributed to a significant pullback from small businesses [3] Earnings Reports - Marvell Technology's stock surged over 10% in premarket trading due to a positive sales outlook and an acquisition of Celestial AI [4] - American Eagle Outfitters also saw a 10% increase in shares following a strong start to the holiday shopping season [4] - Conversely, Macy's shares fell despite reporting a surprise profit, as its sales outlook was deemed underwhelming amid ongoing restructuring efforts [4] - Salesforce is scheduled to report earnings later in the day [4]

Market Overview - US stocks experienced a decline, particularly in the tech sector, due to concerns over AI demand and a surprising drop in private-sector employment [1][2] - The Dow Jones Industrial Average remained stable, while the S&P 500 fell by approximately 0.2% and the Nasdaq Composite decreased by 0.4% [1] Company-Specific Developments - Microsoft (MSFT) shares dropped over 2% after reports indicated the company is reducing its AI sales quotas, raising doubts about the projected demand for AI [2] - Major semiconductor companies, including Nvidia (NVDA), Broadcom (AVGO), and TSMC (TSM), saw declines of nearly 1% [2] - Marvell Technology (MRVL) stock rose by 7% following a positive sales outlook and an acquisition deal with Celestial AI [5] - American Eagle Outfitters (AEO) shares surged by 16% due to a strong start to the holiday shopping season [5] - Macy's (M) shares fell despite reporting a surprise profit, as the sales outlook was deemed disappointing amid ongoing restructuring efforts [5] Employment and Economic Indicators - The ADP report indicated that private employers lost 32,000 jobs in November, contrasting with expectations for a modest gain, primarily due to a significant pullback from small businesses [3] - This employment data may influence expectations for a rate cut from the Federal Reserve in the upcoming week [3] Cryptocurrency Market - Bitcoin showed signs of recovery, reaching a two-week high above $93,000 after a prolonged slump that saw it dip below $83,000 [4]

US stock futures turned lower on Wednesday as investors digested the monthly ADP jobs update that showed a surprise decline in private-sector employment last month. Dow Jones Industrial Average futures (YM=F) and S&P 500 futures (ES=F) both edged down roughly 0.2%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) fell around 0.5%, after the major Wall Street gauges finished Tuesday with gains across the board. Microsoft (MSFT) helped lead a tech decline, as shares fell over 2% after a report said the company ...

Gold (GC=F) futures opened at $4,211 per troy ounce Thursday, down 0.6% from Wednesday’s closing price of $4,234.50. The price of gold has hovered above $4,200 for a week, after dipping below that threshold in late November. Private employment hiring declined by 32,000 jobs in November, according to the ADP employment report released Wednesday. Analysts had expected a gain of 40,000 jobs. The report confirmed that labor market weakness, first apparent before the government shutdown, is ongoing. The labo ...

Core Insights - Gold futures opened at $4,218.50 per ounce, down 0.9% from the previous closing price of $4,254.90, with early trading seeing prices rise to nearly $4,300 [1][4] - The recent surge in gold prices is occurring alongside declines in cryptocurrencies and stock futures, indicating a potential de-risking by investors [2] - There is a high probability (87.6%) that the Federal Reserve will reduce interest rates by a quarter-point next week, which typically benefits gold prices [3] Gold Price Trends - The one-year gain for gold as of November 14 was 63.4% [4] - Over the past week, gold prices increased by 3.9%, and over the past month, they rose by 4.6% [9] - Year-over-year, gold prices have increased by 60% [9] Factors Influencing Gold Prices - Key factors affecting gold prices include geopolitical events, central bank buying trends, inflation, interest rates, and mining production [12]

Core Viewpoint - The British pound is experiencing a slight decline against major currencies, influenced by expectations of interest rate cuts from the Bank of England and new tax announcements from the UK government [1][3]. Economic Indicators - The UK job market shows signs of weakness, with employment growth slowing and inflation rates decreasing, leading investors to anticipate a 25 basis point rate cut by the Bank of England to 3.75% [3]. - The UK government plans to implement a tax increase of £26 billion by the fiscal year 2029-30 to address fiscal deficits, which has contributed to a decline in UK government bond yields [3]. Market Dynamics - The GBP/USD exchange rate is stabilizing around 1.3230, with the dollar weakening due to expectations of a Federal Reserve rate cut in the upcoming policy meeting [3]. - The US dollar index (DXY) has reached a two-week low of approximately 99.30, reflecting a broader trend of dollar weakness [3][4]. Technical Analysis - The GBP/USD pair is consolidating around the 1.3224 level, with a bullish reversal pattern forming, although the 200-day EMA at 1.3265 remains a significant resistance point [6]. - The Relative Strength Index (RSI) is at 52.75, indicating a neutral to bullish momentum, suggesting potential upward movement if the 200-day EMA is decisively broken [6].