Before the global market opens on Monday, the atmosphere is already extremely tense.
Trump issued a threat on Saturday, claiming he demands BRICS countries to 'commit' to using the US dollar, or he will impose a 100% tariff.
1. Last week, investors remained relatively calm, but this time the numbers presented are much higher than last week's figures. It is expected that the currencies of the major BRICS countries will experience considerable volatility on Monday, which will then transmit to the entire foreign exchange market. If this leads to a strengthening of the US dollar, it could threaten the upward trend in global markets.
2. According to our latest survey, investors are optimistic about the trends of gold, A-shares, and US stocks next week, but the degree of bullish sentiment for gold and US stocks has significantly cooled.
3. There is an additional piece of good news for the Chinese market. Data released on Saturday showed that China's official manufacturing PMI for November continued to rise, reaching a seven-month high, as the economy continues to recover. However, it is uncertain whether news related to Trump will dilute this positive development.
4. According to our exclusive compilation of the Fear and Greed Index, significant abnormal signals have appeared in the markets of the US dollar, RMB, A-shares, Kweichow Moutai, Hong Kong stocks, US stocks, gold, silver, palladium, platinum, copper, Bitcoin, Litecoin, and crude oil after this week's close. The market next week will be very lively and counterintuitive.
We officially released the '2025 Global Outlook: A Year of Testing, Top Ten Predictions'. Trump is about to start a 'test' on the world, with a foggy road ahead. This report presents the top ten predictions for 2025. Will there be a grand decline? Where is the safe entry point for A-shares? Can silver break through $40? Can gold break through $3000? How high will Bitcoin and US stocks rise?
The report is wonderful:
1. Interpreting Trump's 2.0 strategic thinking: Why not distinguish between friends and foes from the first shot this week? Why choose to announce on Tuesday? How to implement it in stages? We present detailed analysis and key details for our readers.
2. Chinese investors may misjudge Trump and may also misjudge the policies that China is about to launch. The trend of the Chinese stock market and RMB in 2025 may come as a surprise.
3. Regarding the Fed's interest rate cut, we have conducted extensive analysis, but ultimately summarized it in '16 characters'. Understanding these '16 characters' will give you insight into everything.
4. Wall Street has named 19 Chinese stocks as favorable this week, with 8 receiving an initial rating of 'overweight'.
