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Attitude Reversal! Bessent expresses support for the Fed to "stand pat" for two consecutive days, war clouds dampen rate cut expectations

Attitude Reversal! Bessent expresses support for the Fed to "stand pat" for two consecutive days, war clouds dampen rate cut expectations

``` Against the backdrop of the Iran war driving up energy prices and reigniting inflationary pressures, Bessant publicly stated twice within two days that he understands the Federal Reserve’s position of choosing to wait for more data before taking action. In an interview with CNBC on Wednesday, Bessant said, "

Day trading restrictions for retail investors officially “abolished”! SEC removes $25,000 threshold, US stocks enter the era of “YOLO for all”

Day trading restrictions for retail investors officially “abolished”! SEC removes $25,000 threshold, US stocks enter the era of “YOLO for all”

``` The U.S. Securities and Exchange Commission (SEC) has approved the removal of restrictions on the number of day trades for small accounts, a move regarded as a major victory for retail investors, but it has also sparked concerns about an increase in impulsive, high-risk trading in the market. On

Federal Reserve "third-in-command": The unemployment rate is expected to remain between 4.25%-4.5%, and inflation will return to the 2% target in 2027.

Federal Reserve "third-in-command": The unemployment rate is expected to remain between 4.25%-4.5%, and inflation will return to the 2% target in 2027.

``` On the 16th, Williams, a permanent voting member of the Federal Reserve FOMC and known as the "third in command," stated that the unemployment rate is expected to remain between 4.25%-4.5%. Inflation is expected to return to the 2% target in 2027. This year’s

Aluminum "black hole" arrives! JPMorgan warns: The largest supply gap in 25 years is now inevitable, targeting a price of $4,000.

Aluminum "black hole" arrives! JPMorgan warns: The largest supply gap in 25 years is now inevitable, targeting a price of $4,000.

``` The aluminum market is facing the most severe supply crisis in decades. J.P. Morgan has issued a warning that the global aluminum market has entered what it calls a supply "black hole." Even if the Middle East conflict ends immediately, it will not prevent this deep and

From the “Chip Olympics” to the future of AI chips: Interconnect technology bottlenecks emerge, and packaging innovation becomes the next main battlefield

From the “Chip Olympics” to the future of AI chips: Interconnect technology bottlenecks emerge, and packaging innovation becomes the next main battlefield

The annual top-tier circuit conference ISSCC 2026, dubbed the "Chip Olympics" of the semiconductor industry, has released a batch of technologies with direct market significance—Samsung's HBM4 performance data is revealed for the first time, the optical interconnect roadmaps of Nvidia and Broadcom are becoming clearer,

The curtain has opened on reducing pig production capacity. Is it time to buy at the bottom?

The curtain has opened on reducing pig production capacity. Is it time to buy at the bottom?

``` In April 2026, hog prices fell to their lowest levels since 2008. After a sharp decline in March, the Wind Hog Industry Index rebounded in April, with market expectations showing marginal improvement. Institutions generally believe that although the window for capacity reduction has opened, supply pressure remains, and the industry

Fu Peng comments on expectations versus reality in macro trading—taking the Middle East geopolitical conflict as an example [Fu Peng Talks 24]

Fu Peng comments on expectations versus reality in macro trading—taking the Middle East geopolitical conflict as an example [Fu Peng Talks 24]

``` This year marks the tenth anniversary of Wallstreetcn’s "Fupeng Says" annual column! "Fupeng Says Season Six" has been fully upgraded. Besides the daily videos, it adds a column chat group to share Fupeng’s latest market views & chart data analysis (updates released in the