In March, there was a thunderstorm on the U.S. banker's full-time return to the US in a fall-off fantasy.

On Wednesday, January 31, US East Time, market-stressed emotions erupted and the US stock-turned all-round echoed when the tech giants were understated, the US bank stock was hit by a thunderstorm, and the market’s dreams of a fall were largely shattered in March. The finger fell by more than 2%, the largest fall in almost a year, and the billboard fell by more than 1%, and the largest fall in four months. As soon as the cut-off was closed, the Pap 500 fell by 1.61%, with 4845.65 points; the NASDAQ index fell by 2.23%, with 15164.01 points; and the Dow Jones Industry Index fell by 0.82%, with 38150.3 points.

But the good news is that three major US shares are still rising for three months on the line. The 10-year rate of return on US debt has fallen, breaking the 4% mark for the first time in two weeks, with a final return of 3.918%; and the US debt rate of return for the two-year period, which is more sensitive to the Fed’s policy rates.

Since March 2022, the Federal Reserve has carried out 11 interest hikes, ranging from the first 25 basis points to the subsequent 50 basis points, and four consecutive 75 basis points, which have gradually slowed. Interest rates are now at their highest level since 2001. Moreover, the statement replaces the phrase “when deciding that inflation may be appropriate to return to any additional policy austerity of 2% over time” in December last year with “when considering any adjustment to the Federal Fund’s interest rate target zone” confirming that interest rate reductions are imminent. But this statement emphasizes, inter alia, that “the Commission does not consider it appropriate to lower (interest rate) target areas until it has greater confidence that inflation will continue to progress to 2%” and represents the Fed’s stated “not yet ready to start reducing interest rates.”

And Powell's subsequent speech largely shattered investors' expectations of a reduction in interest rates in March: “Based on today's meeting, I will tell you that I do not think that the Commission will be able to get enough confidence when it meets in March to confirm that interest cuts have started in March, or something similar to the opening of interest-reduction cycles.” The market may need to adjust its expectations of interest-reduction points, after all, the US core PCE is still growing by 2.9 per cent on a year-to-year basis, a gap still exists between the Fed's target of 2 per cent.

But, according to the editor-in-chief, the meeting was not satisfactory, but it was a real change in the Fed’s monetary policy, and interest-reduction would be one of the main lines of the market this year. Another issue that upsets the market the other night was the US-owned banker’s stock, which announced a four-quarter loss of $260 million, or a deficit of $0.36 per share, compared with the annual gain of $0.27 per share (EPS) of the same period a year ago, with the EPS losing $0.27 after the current season’s adjustment, while the analyst asked the EPS to make a profit of $0.26.

At the same time, NYCB announced that it would cut its dividends significantly by more than two-thirds. After the announcement, NYCB jumped by 42.6%, fell by more than 46% at first, and fell by 37.7%, far above the Bank’s 13.8% decline on September 22, 2008 during the global financial crisis. It is worth mentioning that the New York Community Bank’s thunderstorm is also related to the acquisition of the signing bank (the thunderstorm last year) – asset size is expanding too fast. In 2023, when the Federal Deposit Insurance Corporation received the signing bank, the New York Community Bank held $25 billion in deposits and nearly $13 billion in loans.

In addition, the recent negative news entangled Boeing’s latest financial update, which the company previously disclosed in the fourth quarter of 2023, generated $22 billion, higher than the market forecast of $21.1 billion; a net loss of $30 million, better than the $663 million that had been lost during the same period last year, and the $140 million that analysts had anticipated. But, as a result of a series of investigations and flight stoppages triggered by the Alaskan aviation incident, Boeing also announced a moratorium on the provision of financial guidance to address security concerns as a matter of priority.

On Wednesday, Boeing increased by 5.29% [hot shares] The tech giant fell down the line, with apples falling by 1.94%, Microsoft by 2.69%, Amazon by 2.39%, META by 2.48%, Google-A by 7.5%, Tesla by 2.24%, and British Weida by 1.99%. [Global Indexes] For the European stock market, the UK’s 100-time rich index fell by 0.47%, reporting 7631 points. France’s CAC 40 index fell by 0.27%, reporting 7657 points. Germany’s DAX index fell by 0.40%, reporting 16904 points.

On the Asian stock market, the Helium Index fell by 1.39%, or 15485 points. On the Chinese stock market, NASDAQ’s Golden Dragon Index fell by 0.09%. Alibaba fell by 0.21%, 100%, plus 1.27%, Kyoto East by 0.88%, and the net by 0.08%. [Foreign-exchange goods] Brent’s crude oil main contract fell by $80.69 per barrel, or 2.19%; and the crude oil main contract fell by 0.94%, or $577.60 per barrel, during the rest of the night.

After a 0.38 per cent increase in the principal contract for the rest of the night, reporting that the Fed was on schedule to open the door to interest reductions, but it was unlikely that the Fed would continue to do so in March. The statement deleted the words suggesting further interest increases in the future, stating that the Fed would not be in a position to reduce interest rates until it had greater confidence that inflation had fallen to its target. The statement also removed statements that assessed the soundness of the banking system, that the financial environment might have an impact on the economy, and that the risk of adding new expressions to achieve employment and inflation targets was more balanced.

According to the “New Federal Reserve News Agency,” the Fed has removed the six-month-old guidelines that have retained the possibility of interest hikes, with flexibility, while implying that changing the guidelines does not mean a near-cut reduction. Powell said at the press conference that FOMC rates may be at the peak of the current cycle, but that more evidence is needed to show that inflation has been contained, and that most members expect that interest rates may fall several times this year, but do not think that they will start in March, and that discussions on the balance sheet are planned to begin in depth in March.

For the third time in a row, the United States Treasury Department has increased the quarterly issuance of long-term bonds, but has indicated that it will not increase its quarterly refinancing programme until next year. In its quarterly refinancing auction next week, the US Treasury will issue $121 billion in long-term securities covering three, 10, and 30 years of US debt.

The US “Small Africa” has seen a decline in ADP employment in January, with an increase of 107,000 people in ADP employment in the US in January, which fell significantly short of expectations of 150,000, the smallest increase in November 2023, and a steady slowdown in salary increases in January, with the jumper wage rate of 7.2%, the lowest increase since May 2021. The Central Bank of Japan has hinted that interest hikes are coming to an end to the YCC’s discussion on warming, and the Board’s summary of comments issued at the January policy session states that if price targets are met, an end to negative interest rate policies will be considered.

While the exact exit date has yet to be determined, market forecasts are widespread, possibly in March or April, and the central bank of Japan has again made a massive cut in bond purchases and has stunned monetary policy in March/April. High-tech four-quarter performance, a quarterly guide, was over-expected, but stock levels remained high, with companies claiming a “shaking-down” recovery, with the mobile phone sector falling in 2023 in the middle of a zone of 0% to 10%, with high-ton United States stock plates falling back and falling by more than 2.3%.

Microsoft OpenAI planned to invest $100 million in human robots, Microsoft and OpenAI were exposed to the risk of throwing a lot of money at a human robot start-up company. Of this, Microsoft plans to spend $95 million and OpenAI with $5 million. This company, Figuure, is dedicated to the development of universal human robots, and its product Figure 01 has demonstrated its ability to do coffee and other tasks on its own.