No Data
Goldman Sachs capital flow experts: US stocks will start a year-end rebound this week!
Goldman Sachs's well-known analyst predicts that the s&p 500 index will rise by about 4% to 6200 points by the end of the year, and historically, next year also looks promising.
How will Trump 2.0 policies affect global capital markets? Bank of America Merrill Lynch lists three possible scenarios that may arise.
Bank of America Merrill Lynch believes that in the best-case scenario, the US GDP growth rate will exceed 3%, the US dollar will be slightly strong, and the gold price will be relatively low; in the worst-case scenario, aggressive tariff policies will impact global trade, exacerbate the risk of US recession, and cause a sharp decline in US stocks; in the tail risk scenario, the US economy will fall into stagflation, the US dollar will weaken across the board, and gold and cryptos will benefit.
Express News | Goldman Sachs: U.S. stocks are expected to strengthen by the end of the year, with the S&P 500 index likely to rise another 4%.
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Key indicators hit the largest increase in more than a year, how "bumpy" is the road to lowering inflation in the USA?
Investors are concerned that potential policy changes during Trump's second term could lead to a resurgence of inflation, and the strong performance of small cap stocks also indicates that inflation will be faced in the stock market. However, the inflation protection provided by the csi commodity equity index seems to be less than usual, with gold, oil, and copper all experiencing varying degrees of decline since the election...