Wall Street investment banks are concerned that interest rates cannot be lowered next year, but the Federal Reserve seems to think otherwise.
① Although the tense situation between Russia and Ukraine continues to attract safe-haven bids for US bonds, the overall US bond market has still not been able to reverse the recent weak trend, largely due to the market's lack of confidence in the Fed's upcoming rate cut process; ② However, compared to the highly pessimistic outlook of market participants on rate cuts at the moment, recent statements from Fed officials seem not as hawkish.
Citi predicts that the US stock market will continue to "sing high" in 2025, with sectors outside of technology giants possibly catching up.
Although the s&p 500 index has achieved a roi of over 20% for the second consecutive year, there is currently no sign indicating that the upward momentum is about to end.
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US Stocks Rise as Dow Leads Gains, Tech Giants Face Pressure
Fed Dovish Official: May Need to Slow Down Rate Cuts.
①Given the uncertainty and divergence about how low interest rates should go, Gurusbe has stated that it may be wise to slow down the pace of rate cuts as the target approaches; ②Within the Federal Open Market Committee (FOMC), Gurusbe is one of the most dovish officials, and he does not have voting rights on monetary policy this year.
No sign of the bull market pausing?! jpmorgan: Stock market will continue to rise in 2025
FX168 Financial News Agency (North America) reported that as the focus of the U.S. stock market shifts from popular large technology leading companies to a broader range of sectors, investors can expect the upward trend to continue into next year, even though the s&p 500 index has soared over 50% since the beginning of 2023.