Opinion | How will the first US election debate affect market expectations?

Expectations of the return of Trump may continue to ferment.

中信證券研究18:29

Recent "bearish singing in turn" on Wall Street: If the US economy declines, US stocks may fall back.

Peter Berezin, Chief Global Strategist of BCA Research, has lowered the annual target for the S&P to 3750 points, believing that the softness in consumer demand caused by the slowdown in the labor market is the biggest bearish trend for US stocks.

wallstreetcn17:40

A week's preview: Powell brings heavy non-farm information! or provide new monetary policy signals; Hong Kong stocks will be closed on Monday, and US stocks will be closed for one and a half days from Wednesday.

The market will also look for further clues about the health of the US employment market from Tuesday's JOLTS vacancies, Wednesday's 'small non-farm' ADP employment figures for June, and initial jobless claims data.

Futu News17:00

This July is considered to be a critical time for the US stock market.

For the US stock market to continue its upward trend, there needs to be more certain expectations of interest rate cuts and higher profit guidance, with July's CPI data and the Fed meeting being key influencing factors.

wallstreetcn16:20

After the first round of the US election debate, Trump's approval rating is leading. What do institutions in the market think?

For hedge funds that prefer to profit from the volatile fluctuations in trade, Trump's temporary lead is just what they want. Institutions have also started to price in the election results.

yicai.com15:22

The S&P 500 had a 15% return rate in the first half of the year, how do you see the second half?

Jeff deGraaf, founder of Renaissance Macro, believes that last quarter's strong performance in the market has brought positive expectations for the next three months, six months, and twelve months of returns. Currently, the forecast for the next three and six months has been realized, and he expects the upward trend to continue until the fourth quarter of this year, with fluctuations along the way.

Wind14:07