Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas, which include the last five trading days of the year and the first two trading days of the next year, investors tend to be more bullish, with a high probability of an uptrend in the U.S. stock market. This seven-day period is known as the 'Santa Claus rally.' Data shows that over the past 70 years, there has been an 80% chance of the S&P 500 index rising during these seven trading days.
Technology remains the preferred sector! UBS Group Outlook 2025: These four sectors are most likely to rise.
① Analysts at ubs group suggest that investors allocate to technology, finance, industry, and utility stocks; ② Analysts indicate that technology remains the preferred sector, with expected gains next year likely to exceed large cap.
Fed officials "signal": Powell tends to cut interest rates in December, but warns that the anti-inflation process may "stall".
Federal Reserve Governor Waller stated that he is currently inclined to continue lowering interest rates in December, but would consider pausing if inflation data unexpectedly rises and changes his forecast for inflation trends. Regarding whether to support a rate cut in December, this year's voting member and Atlanta Fed President Bostic mentioned that he is open to the decision-making for December; although the data has fluctuated, inflation is continuing to decline towards the 2% target.
In November, manufacturing activity in the usa contracted for the eighth consecutive month, with weak demand but signs of easing.
In November, manufacturing activity in the usa contracted for the eighth consecutive month, with 24 out of the past 25 months showing a contraction.
Federal Reserve officials are speaking out, is confidence in interest rate cuts in December significantly increasing? Employment data becomes crucial.
The market is prepared for further interest rate cuts.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.