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.
Continue to play music and dance! Moody's is firmly calling for a bullish outlook on US stocks next year, with winning stocks not limited to large technology companies.
jpmorgan expects that the usa stock market will continue to rise next year due to strong corporate earnings and economic performance.
CFRA predicts that the s&p 500 index is expected to surge to 6585 points next year, but the bull market's volatility warning has been upgraded!
CFRA Research institutions predict that the S&P 500 index will reach 6,585 points by the end of 2025, representing an expected increase of 11%.
"Trump trade" has peaked? Wall Street's biggest concern: How serious is Trump about tariffs.
The frenzy of the 'Trump trade' has receded, with the market shifting its focus to risks, namely tariffs, deficits, and overvalued US stocks.
Trump is considering letting Walsh serve as Treasury Secretary first, and then as Chairman of the Federal Reserve.
Some informed sources indicate that Trump is considering appointing Bessent to lead the White House Economic Council. If Powell becomes the chairman of the Federal Reserve, Trump will nominate Bessent to be the Secretary of the Treasury later in his term.
Become the Treasury Secretary first for a year before assuming the position of Chairman of the Federal Reserve? It is rumored that Trump has set his sights on Kevin Warsh.
According to informed sources, the newly elected president Trump has proposed to choose financier Kevin Warsh as the Secretary of the Treasury; and when the term of Federal Reserve Chairman Powell ends in 2026, Warsh may also be nominated as the Chair of the Federal Reserve.