Traders sees the 10-year Treasury rate hitting 5% within five weeks, Bloomberg reported. Yields this high have historically triggered a stock sell-off. The rate has reached higher amid US debt fears and growing inflation concern under Trump. An options bet that puts the 10-year Treasury yield at 5% in the coming weeks is getting attention,…
HONG KONG/SHANGHAI – Fear of missing out on China’s homegrown artificial intelligence boom after the emergence of startup DeepSeek is reviving investor appetite for Chinese tech stocks, helping offset concerns over weak domestic demand and U.S. tariffs. As of Wednesday’s close, Hong Kong’s benchmark Hang Seng Index, which includes tech heavyweights like Tencent Holdings and…
The Magnificent Seven stocks’ dominance may soon fade, warns Glenmede Investment Management. Current market concentration levels mirror those of 1929 and 1999, signaling potential risks. The S&P 500 equal-weight index outperformed post-1999, and it could be primed to do so again. How much longer can the Magnificent Seven stocks continue to dominate the equity market?…
Bond yields spiked after the January jobs report. While hiring in January was weaker than expected, other data indicates a strong labor market. Markets increased bets that the Fed will keep rates steady Bond yields shot up on Friday as markets took in the January jobs report. While the nonfarm payroll report showed employers added…
2024年，內地旅遊總人次達56.2億，較2023年增加7.24億或14.8%；其中城鎮居民旅遊人次約43.7億，按年上升16.3%；農村居民旅遊人次12.5億，多9.9%；首季、次季、第三季、第四季旅遊人次報14.2億、13.1億、15.1億、13.8億，分別上漲16.7%、11.8%、17.2%、13.2%，旅遊市場在2023年的高基數基礎上仍然保持穩健增長。 全年出行總人次儘管只恢復至2019年的93.5%，但春節、五一、國慶等節日假期的出遊人次及花費則超越了2019年同期水平，行業全年實現收入5.75萬億元（人民幣．下同），按年增加約8400億元或17.1%，略高於2019年【圖1】。 [IMG-3992046|3992046_5aedd7144c8de2ba3de9cca63d9ea427.png|FULL-IMG] 旅遊需求強勁帶來擴張機遇 今年春節，旅遊業繼續呈現火熱態勢，居民出行意願高漲，加上首日長假提前到除夕日，大大提升了除夕當天的文旅消費熱度，全國各地主要景點客流量較前一天上升了四成多，尤其是主題樂園、人文古蹟等景點增幅最大。 據同程旅行（00780）平台數據顯示， Source link
Dilip Kumar, a prominent investor, has sparked a conversation about India’s approach to technology and innovation. In a long post on X, he expressed deep concerns that the country is treating technology superficially, rather than fostering real innovation. Mr Kumar argued that India will struggle to compete with the US and China in technology if…
Nicolas Vaiman, a scruffy 30-year-old with a dark beard and glasses, was at home in France last May when he saw a tweet from Caitlyn Jenner. “Make america great again!!!” the former Olympian posted on X. “We love crypto!” Jenner attached a photo of herself shaking hands with Donald Trump, along with a link to…
David Giroux has beaten his Morningstar Moderate Allocation peer group average for 17 years. The fund manager’s record-breaking streak results from fundamental analysis and active management. Giroux is betting on Treasurys and unloved software, healthcare, and utilities stocks. Top fund manager David Giroux didn’t earn his reputation by following the hottest stocks in the market….
Tech giants appeared to defend their heavy AI investments during their latest earnings calls. Both Meta and Microsoft plan to spend over $60 billion on building out AI infrastructure this year. DeepSeek’s seemingly cheaper AI model has raised questions. DeepSeek may have spooked investors at the start of the week, but tech giants are doubling…
Interest rates could be in the perfect range for markets right now, Morgan Stanley’s CIO said. The Fed left interest rates unchanged following its January policy meeting. Inflationary pressures could mean that future rate cuts aren’t coming for a while, forecasters say. The Federal Reserve’s decision to keep interest rates level after its policy meeting…