Wall Street's top short sellers rarely change their stance! First time in two years issuing optimistic signals for US stocks.
jpmorgan's chief global equity strategist stated that multiple driving factors, combined with the usa exception theory, are helping to offset the unbalanced macro weakness.
The US stock market hit a new high again! For the first time in two years, one of the biggest bears on Wall Street has changed their attitude.
①Since October 2022, JPMorgan's strategist has been bearish on the US stock market; ②However, according to the report released by the bank's chief global equity strategist Dubravko Lakos-Bujas on Tuesday, this situation seems to be changing; ③Although he did not update the year-end target price of 4200 points for the S&P 500 index, he did suggest investors not to be so bearish on the market.
CICC: The "turning point" of the Sino-US cycle has emerged, where are the new opportunities for asset allocation?
The changes in the economic cycles of China and the USA have already given birth to the assets' "crossing point". The more certain crossing points brought by changes in the economic cycles of China and the USA are the short-term debts in the USA, the real estate chain, and the Chinese export chain, with Hong Kong stocks (especially growth) outperforming A-shares.
S&P 500 Cracks Another New Record High: Can US Stocks Keep Charging Higher?
IJR ETF Rises 0.3%
Comerica Analyst Ratings
Financial report season is approaching, Bank of America: the threshold for US stock rise is very low.
Bank of America stated that Wall Street has set a relatively low profit threshold for the third quarter, and more importantly, companies are looking ahead to the next few quarters under the Federal Reserve's loose policy.
Citi: It is unlikely that the Fed will skip the possibility of cutting interest rates in November!
The analyst pointed out that the strong non-farm payroll data last Friday may not be sustained, and the Federal Reserve will cut interest rates by at least 25 basis points at each meeting.
Federal Reserve officials set the tone for future interest rate cuts: "balanced", "cautious", and "data-driven".
Federal Reserve Governor Kugler believes that a balanced approach should be taken, both reducing inflation and avoiding unnecessary economic and employment slowdowns; inflation faces some risks, she is paying attention to Hurricane Helene and Middle East geopolitical events. Boston Federal Reserve Chairman Collins said to maintain the current favorable economic environment, he is more confident about future inflation downturns, but the risk of unnecessary economic slowdown is increasing.
Jackson Finl Analyst Ratings
$1000 Invested In This Stock 5 Years Ago Would Be Worth $4,000 Today
Looking ahead with a picture: bank of america's stock performance is coming! How to interpret this round of financial reports during the rate cut cycle?
Overall, large bank stocks still performed well in the third quarter, with jpmorgan, bank of new york mellon, morgan stanley, u.s. bancorp, etc., all hitting historic highs in this range; as the Federal Reserve begins its easing cycle, the banking industry will alleviate and even reverse some negative trends, which will help improve the quality of earnings in the coming quarters.
Just two days! Rate cut of 50 basis points expectation shattered, 10-year US Treasury yield back above 4%.
①On Monday this week, the sharp decline in the US Treasury bond market further intensified, with the yield on the benchmark 10-year US Treasury bond returning above the 4% level, reaching the highest level since August; ②Due to the unexpectedly strong US employment report released last Friday, traders were forced to reevaluate their predictions for the outlook of the US Federal Reserve's monetary policy.
There is almost no sign of slowing down. The bull market in US stocks will celebrate its second anniversary!
The bull market in the US stock market is about to celebrate its two-year anniversary, marking the latest milestone of this round of rebound. This rebound has exceeded almost everyone's expectations, except for the most optimistic investors on Wall Street.
US Banks Earnings Preview: Soft-Landing Hopes, Interest Rate Cuts, Key Catalysts For Stocks
IJR ETF Declines 1.0%
Peering Into ATI's Recent Short Interest
Comerica Cut to Underperform at BofA on Direct Express Transition, NII Worries
Lennar, KB Home Stocks Dip After Wells Fargo Downgrades Homebuilders
Goldman Sachs has raised its target price for US stocks three times this year! Will we see 6300 points?
As the third quarter earnings season is about to begin, goldman sachs has once again raised its year-end and next 12-month targets for the s&p 500 index, expecting corporate profit margins to increase, and macroeconomic outlook to remain stable in 2025.