05:58 2025-04-05
Arthur Hayes: If Trump continues with his policy choices, expected returns for PE and VC will drop significantlyArthur Hayes tweeted that the latest generation of US equity investors is too used to a structural upside bull market. This is more of an exception than the global norm, and there are many examples of stocks continuing 10 years of sideways/range volatility even when underlying economic growth is good.
The market is expected to provide the perfect environment for the type of trader who can adapt quickly and thrive, but it will be extremely pessimistic for many private-oriented strategies. If Trum...
05:52 2025-04-05
Morgan Stanley: Tariffs won't give Trump what he wantsMorgan Stanley said, "Tariffs are unlikely to restructure the U.S. economy in the way the Trump administration wants." Analysts said in a research note that the imbalance between U.S. savings and investment has contributed to the country's trade deficit and is unable to achieve meaningful rebalancing in the short term. The most likely outcome of tariffs is isolationism, which equates to higher inflation and lower growth. Financial marekt's initial reaction suggests that he...
05:13 2025-04-05
Trump's 10% benchmark tariff policy has come into effect at 12:00 Beijing timeAt 00:01 local time on Saturday (12:01 Beijing time), Trump's 10% tariffs on all US imports officially went into effect, and the equivalent tariffs will take effect next Wednesday. The 10% benchmark tariffs took effect at US seaports, airports and customs warehouses, marking Trump's complete abandonment of the tariff rate system agreed with all parties after World War II. Kelly Ann Shaw, Trump's first White House trade adviser, said, "This is the biggest trade deal of our lifetimes...
04:43 2025-04-05
The governor of California has opposed the US government's tariff policyCalifornia Governor Gavin Newsom posted a video on his social media platform on April 4, saying that the Trump administration's tariff policy "does not represent all Americans", and he has asked the California government to find new opportunities to expand trade cooperation, saying that "California is a stable trading partner". (Jin Ten)
03:58 2025-04-05
Golden Noon News | List of important events at noon on April 57:00-12:00 Keywords: Federal Reserve, Musk, Coinbase
1. Morgan Stanley: The Federal Reserve has limited options for dealing with tariffs.
2. Brazilian courts have authorized the seizure of cryptocurrencies for debt settlement.
3. Musk v. OpenAI will start a jury trial next spring.
4. Coinbase launches all-weather bitcoin futures regulated by the United States.
5. Opinion: The correlation between Bitcoin and US stocks or the artificial illusion created by market makers;
6. Tether CEO: Consider cr...
03:43 2025-04-05
Musk v. OpenAI will start a jury trial next springAccording to Sina Finance, on Friday local time, a US federal judge ruled that Musk's lawsuit against artificial intelligence company OpenAI will start a jury trial in the spring of 2026. Judge Yvonne Gonzalez Rogers of the Federal District Court for the Northern District of California, who is presiding over the case, rejected Musk's request to suspend OpenAI's transformation to a for-profit model last month and proposed to speed up the trial process.
03:28 2025-04-05
Morgan Stanley: The Federal Reserve has limited options for dealing with tariffsTariffs make the Fed's job more difficult in boosting the flagging economy. "First, the Fed may be late in coming, and second, its ability to offset the global shift toward protectionism is limited," Morgan Stanley analysts said in a research note. "This will only make things less bad. A downturn could lead to earlier, if not faster, easing." (Kim X)
03:28 2025-04-05
Cipher Mining: Bitcoin holdings reached 1,034, mining 210 BTC in MarchNasdaq-listed bitcoin miner Cipher Mining has released an unaudited production and operation update report for March, revealing that its bitcoin mining output in March was 210 BTC, but 206 BTC were sold in the month due to business operations. The current bitcoin holdings reached 1,034 (of which 394 BTC was used for collateral), and the hash rate reached 13.5 EH/s at the end of the month.