Will S&P 500 ETFs See Slow Gains in 2025 After Two Strong Years?
Are the seven giants of the U.S. stock market out of date? A new combination of "BATMMAAN" is born, and the strongest growth is expected to exceed 60% by 2025!
In short, "BATMMAAN" is the original seven giants plus Broadcom, namely Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Google, and NVIDIA.
This Investor Imagined Himself in 2035. He Expects U.S. Stocks to Struggle.
Wall Street's most optimistic '2025 prediction': US stocks are expected to rise more than 20% for the third consecutive year!
① Capital Economics predicts that the US stock market is expected to achieve a gain of over 20% for the third consecutive year in 2025. If realized, this will be only the second time in history that the US stock market has had three consecutive years of gains exceeding 20%. ② Capital Economics believes that the driving forces for the bull market's continued rise in 2025 will be similar to last year: investors' enthusiasm for AI and the "American exceptionalism".
Stocks Start the Year in Fear
These Stock-trading Moves Can Boost Your Portfolio If the 'Santa Claus Rally' Fails
Jefferies Sees Mounting Risks for US Stock Market in 2025
Daily Options Tracking | Tesla's total deliveries fell short of expectations for the year! It dropped 6% overnight, with multiple put options expiring on Friday making over 110% profit; NVIDIA rebounded by 3% leading the "Seven Sisters", with multiple doo
KBW has downgraded SoFi Technologies' rating from "in line with the market" to "underperforming the market", with the stock price plunging over 8%. A put option that expires this Friday has made a profit of 10 times.
Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!
UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.
Investors are betting that the USD will strengthen as the index hovers near a two-year high.
Gelonghui, January 3 | Supported by strong employment market data in the USA, the USD index DXY is hovering near a two-year high. The US Department of Labor announced on Thursday that initial jobless claims fell to 0.211 million, a decline that exceeded expectations. Danske Bank strategist Mohamad Al-Saraf stated in a report that this highlights the ongoing resilience of the labor market. He mentioned that due to signs of further divergence between the USA and the eurozone economies, as well as optimism surrounding Trump's inauguration as President of the USA on January 20, investors are increasingly betting on a stronger dollar.
Key focus! The economic event Calendar for the US stock market in 2025 is coming, seize investment opportunities first.
As we enter 2025, new investment opportunities are on the horizon! To this end, Futu News has carefully compiled relevant information to present investors with a quick overview - the 2025 USA Economic Events Calendar, to help seize investment opportunities.
Daily review of investment banks/Institutions' opinions (2025-01-03)
As profit growth slows, the technology giants that contributed more than half of the S&P 500 Index's 23% increase last year may struggle to dominate the market in 2025. Profit slowdowns "may surprise some hard-core investors betting on these very high double-digit growths," said Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, on Thursday. The idea that they can trade together as a whole and lead the market may wobble in 2025.
Despite aggressive interest rate hikes yielding minimal results, the Federal Reserve may face a difficult path ahead in lowering interest rates.
The sensitivity of the USA economy to interest rate trends is not as strong as it was in the past, a fact that poses potential issues for the Federal Reserve's future actions.
Kaiyuan Macroeconomics: The U.S. stock market will complete a 20% increase "magic trick" in 2025.
According to Kaihui Macro, compared to the Internet Plus-Related bubble period, the current PE of USA Stocks is still far below its peak.
Schroder Investment: US stock valuations are nearing the most expensive level in 143 years, but there are still multiple reasons to support investment.
Duncan Lamont, the head of the Schroders Investment Strategy Research Department, stated that the USA stock market is expected to continue to dominate globally in 2024, which means it has been at the top for 6 out of the last 7 years.
The American Worker Is Becoming More Productive -- WSJ
The FBI describes the New Orleans terror attack as a "lone wolf" operation, and the two New Year attacks seem to be unrelated.
The FBI has confirmed that the USA has been attacked, and there is currently no clear connection between the New Orleans autos ramming incident and the Las Vegas autos explosion incident. Trump is attempting to link the attacks to illegal immigration.
Be cautious! The important Indicators of U.S. stocks from Bank of America are just one step away from triggering a Sell signal.
The Bank of America’s Sell-Side Indicator (SSI) rose by 33 basis points to 57% in December, reaching its highest level since the beginning of 2022. The indicator remains in a neutral Range but is only 1 percentage point away from triggering a Sell signal.
Express News | Institutions: The scale of Share Buybacks announced by US companies last year reached 1.3 trillion USD, the second highest level in history.
Morgan Stanley: The dominance of large Technology stocks will shake in 2025.
With the slowdown in profit growth, the seven major Technology giants may still find it difficult to dominate the market in 2025.