To The Moon

Gold hit a new high as Fed Chairman Jerome Powell's warning about the impact of the trade war added to volatility on Wall Street, sending stocks and the dollar down sharply.Gold rose 0.4% to $3,357.78 an ounce, after jumping 3.5% on Wednesday for its biggest one-day gain since March 2023. The dollar fell to a new six-month low as traders were once again battered by a flurry of tariff news and Powell stifled hopes that the Federal Reserve would act quickly to reassure investors, underscoring the unpredictability of Washington's tariff announcements.Gold is up nearly 28% this year, outpacing the 27% gain it saw in 2024, as the escalating trade war raised fears of a possible global recession. Meanwhile, the Trump administration is preparing to put pressure on countries to restrict trade with

On April 15, local time, the U.S. Department of Commerce announced that NVIDIA H20, AMD MI308 and similar types of AI chips have all added new Chinese export licensing requirements.A spokesman for the U.S. Department of Commerce said:"The U.S. Department of Commerce is committed to implementing Trump's directives and safeguarding our national and economic security."NVIDIA revealed that the U.S. government informed them on April 9 that H20 chips require a license to be exported to China. On April 14, it further informed NVIDIA that this regulation will be implemented indefinitely.It's not clear how many such permits the U.S. government will issue, but it certainly won't be many.$Nvidia (NVDA) $Admit that H20 exports to China are restricted, and it is

Streaming media giant Netflix will release its Q1 financial report for fiscal year 2025 after the U.S. stock market closes on April 17, Eastern Time (early Friday, April 18, Beijing time).Institutions generally expect that Netflix is expected to achieve revenue of US $10.508 billion in 2025Q1, a year-on-year increase of 12.14%; Earnings per share are expected to be $5.728, an increase of 8.49% year-on-year, higher than $5.28 per share in the same period last year.Under the tariff war in the past period, Netflix's stock price has fallen by 12% from its February high, but compared with the Big Seven, its stock price is relatively "resilient". This is mainly because the tariff war mainly affects manufacturing and import and export trade, while Netflix's main business is online streaming media

According to the latest news from CNBC and other US media on the 12th, according to the latest guidelines of US Customs, smartphones and computers will not be affected by the Trump administration's "reciprocal tariff" policy.The new tariff guidance also includes exemptions for other electronic devices and components, including semiconductors, solar cells, flat-screen TV monitors, flash drives, memory cards, and solid-state drives used to store data. It is reported that this tariff exemption applies to all countries affected by Trump's so-called "reciprocal tariffs".Some analysts believe that one of the purposes of Trump's waving the "tariff stick" is to let the American manufacturing industry return. But Wall Street is not optimistic about this. The latest report released by Bank of Americ

In recent years, the trade policy turmoil in the United States has been escalating, especially a series of tariff measures implemented by the Trump administration, which have caused violent market shocks. Some economists describe this tariff shock as a "stagflationary shock", arguing that it will not only push up inflation, but may also slow economic growth, thus exposing the United States to the risk of stagflation. This article will explore how U.S. bonds, stocks, and exchange rates generally change during the stagflation, and how investors can use options strategies to profit from them.1. Macroeconomic environment in the context of stagflationStagflation usually refers to the high inflation rate while economic growth is stagnant or sluggish. This situation has brought a dilemma for poli

U.S. President Trump finally couldn't sit still regarding the crash of U.S. stocks in recent days. At the beginning of Wednesday's session,He bluntly advised investors to buy U.S. stocks. And those investors who followed his advice did gain well on the day, because just hours after the "buy" call, he suspended some "reciprocal tariffs", triggering a strong market rebound。Trump said during the session that he had authorized a 90-day tariff suspension for countries or regions that did not take retaliatory actions. The news triggered a strong rebound in U.S. stocks.Theoretically, for those investors who entered the market immediately at Trump's urging, they got a handsome return. After Trump announced the suspension of some tariffs, U.S. stocks experienced a historic reversal in afternoon tra

On Monday, when the eyes of all market participants were attracted by the roller coaster market of US stocks triggered by the "tariff extension rumor", the really strange market actually happened in the US bond market...In the past 24 hours, the U.S. bond, which was regarded as the "king of safe haven" last week, suffered a sharp plunge at lightning speed, and the 10-year U.S. bond yield almost completely returned to Trump's level before the reciprocal tariff was announced last week!This historic sell-off caused almost all medium-and long-term U.S. bond yields to surge by more than 20 basis points in intraday trading on Monday, with the 30-year bond yield rising nearly 23 basis points in late trading, setting a record in 2020. The biggest one-day gain since the early COVID-19 pandemic.It c

Last week, Trump raised the import tariff of the United States to the highest level since 1930s, causing chaos in the financial market. The S&P 500 has fallen by about 10%. On Monday, U.S. stocks were still fluctuating violently following the "tariff news".For some investors, this is when "selling off the market" may be more attractive than going through these ups and downs. However, new research from JPMorgan Asset Management shows that,Investors who sell their stocks may miss out on the upside.Jack Manley, global market strategist at JPMorgan, said: "When there is a severe sell-off, there is usually a strong rebound.Given the nature of this sell-off, a rally is much more likely, and whenever it occurs, it will be quite concentrated and quite strong.”The bank's research shows that the

Recently, global markets have been in violent turmoil due to tariff clouds, changes in economic policies and macroeconomic expectations. On Monday, U.S. stock futures opened plummeting, and panic index futures soared; Meanwhile, gold continued to pull back, copper oil plummeted, and risk aversion pushed the yen higher.$SP500 Index Main 2506 (ESmain) $The decline quickly exceeded 4%,$NQ100 Index Main 2506 (NQmain) $It fell more than 5%, and Dow Jones futures also came close to a 4% drop.In the face of such violent market volatility, investors need to take effective hedging measures to reduce risks.Changing global marketsOver the weekend, senior Trump economic officials came forward to dismiss investor co

This Wednesday (April 2nd), the global financial market will usher in the test of the so-called "Liberation Day" in the mouth of US President Trump-Trump has threatened to liberate the United States from the "unfair trading system" on this day. With the landing of the U.S. government's big trade moves such as "reciprocal tariffs", all kinds of assets will undoubtedly usher in a new round of baptism of huge waves...In response, JPMorgan Chase released a trading guide for April 2 this week. For many investors who are still confused about how to trade on this day, there is no doubt that they can learn a thing or two.In the report, the JPMorgan trading team led by Andrew Tyler reiterated at the beginning that they still hold a "tactically bearish" position on U.S. stocks. JPMorgan said that po