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Mike Bell, Head of Market Strategy at RBC BlueBay Asset Management, said that the U.S. midterm elections are unlikely to be a major driver of financial markets.AI Related trades, U.S. foreign policy, and the Fed's policy response are attracting greater attention.
The morning brief reposted by PANews said that tensions in the Middle East pushed up oil prices, while the three major U.S. stock indexes closed lower and technology giants attracted relatively greater attention; it also mentioned the Federal Reserve, gold, U.S. Treasuries,AI and data awaiting release.
Chicago Fed President Goolsbee said that AI infrastructure investment is driving up the costs of electricity, construction, land, and equipment, and that inflationary pressures could broaden and affect the Federal Reserve’s rate-cut path.
As of October 7 the week, money market funds attracted 166400000000 USD in inflows, the largest amount in a single week since 2020 years April. Michael Hartnett said that, before sustained and substantial rate cuts, cash may not flow back into stocks on a large scale.
HTX Research analyst Chloe believes that tightening policies in the U.S. and Japan and persistently high interest rates may prompt global leveraged capital to withdraw, and said that BTC has fallen below 83,000 USD。