Will the USA struggle with interest rate cuts? Research from two major regional Federal Reserves: Inflation may become a "difficult problem"
① Since Trump won the usa election earlier this month, Wall Street's concerns about the possible resurgence of inflation in the usa during his term have been increasing day by day; ② Meanwhile, some of the latest evidence suggests that even without considering a series of potential fiscal policies from Trump 2.0 that could ignite inflation, it is not an easy task for us inflation to continue to decline...
6500 points! Wall Street's 'former big short' firmly calls the US stock market, and provides these investment recommendations.
Morgan Stanley's Chief Investment Officer Michael Wilson has set a target price of 6,500 points for the S&P 500 index by the end of 2025, a 10.3% increase from the current level. Wilson believes that the Fed rate cuts, improving economic growth, and potential deregulation by the Trump administration should make investors bullish on the stock market.
For the first time since the financial crisis! The Federal Reserve's valuation model is showing red lights.
The Federal Reserve's valuation model has issued a warning for the first time in over a decade, but analysts claim that this sign is not a cause for concern.
Rate cut is difficult! Powell's wish may have to wait until 2026.
The Cleveland Fed model indicates that rent inflation will not subside before 2026. This could ultimately make it more difficult to cut interest rates.
From pessimism to optimism, the bear market predicts that the s&p 500 will hit 6500 points!
The Big Short has turned to join the optimistic camp on Wall Street, predicting s&p 500 will rise to 6500 points in the next 12 months!
The dollar has retreated and the stock market is rebounding! The Asia-Pacific and European-American indices are rising together, US Treasury yields are declining, and gold is rising.
The Bloomberg USD Index has fallen for three consecutive days, with most Asia-Pacific and European-American stock indices rising. The yield on the 10-year US Treasury bond has fallen to the 4.4% level, while spot gold has slightly increased by 0.3%.
The "Trump gloom" casts a shadow over the european market, making things worse.
Since the USA election, the European stock markets have fallen, capital outflow has intensified, and the euro has approached parity against the dollar.
Wall Street is bullish on reaching 6,500 points! Goldman Sachs: The magnificent 7 continue to lead the way, bullish on these stocks.
① David Kostin, chief stocks strategist at goldman sachs, expects the s&p 500 index to continue rising until the end of 2025, with the target price raised from 6,300 points to 6,500 points. ② The bank also predicts that the magnificent 7 will continue to outperform the other components of the s&p 500 index next year, but the gap will be the smallest in seven years.
The Federal Reserve's model 'alarmed' for the first time in ten years, are U.S. stocks overvalued?
MarketWatch regular contributor Mark Hulbert stated that, according to the Federal Reserve model, the current market conditions are unfavorable for the stock market. However, there is no need to worry because the reference value of the Federal Reserve model is limited. However, this does not mean that the U.S. stock market is not overvalued, investors may have other reasons to be concerned about the future prospects of the stock market.
It can still rise by 10%! Goldman Sachs has raised the target price for the s&p 500 index for next year.
According to goldman sachs' baseline forecast, the economy and corporate profits in the usa will continue to grow, thereby boosting the stock market.
Goldman Sachs warns of two major risks threatening the bull market in 2025. The future ROI of the S&P 500 index may fall to 3%.
Goldman Sachs warns that there are two major risks that could hinder the stock market feast in 2025.
Can the 'brotherly love' between Trump and Musk last?
Trump demands absolute loyalty and has previously been unhappy about others not wanting to share the spotlight, which conflicts with Musk's "hardcore" style.
Trump 2.0 Will the U.S. stock market definitely rise? Wall Street analysts warn: The macro environment is completely different from eight years ago.
BCA Research indicates that after Trump officially takes office next year, the proposed policies may not have as much of a substantial impact on the market as when he first entered the White House—investors' enthusiasm for the "Trump trade" is actually akin to carving a boat while seeking a sword.
Taking history as a mirror, is the U.S. stock market not looking good?
Deutsche Bank analysis indicates that the current market environment shares similarities with three historical peaks, and historically, when market valuations are too high, there may be limited room for further increases. A turning point could arrive quickly, and there is a risk of market adjustments due to potential economic slowdowns or other catalytic factors.
The 'King of Hedge Funds' is very anxious about Trump's tariff policy and doesn't understand why millions of immigrants should be expelled.
Griffin believes that Trump's potential tariff policy is a "long-term slippery slope," and the government should not expel immigrants but rather develop more detailed immigration policies, while the talent from Citadel is his "best investment."
"Hot cakes" appear again? The 30-year US Treasury yield hits a near six-month high! Two major "creditors" collectively dump US bonds in September.
How much longer can the U.S. stock market remain bullish?
Daiwa expects the Federal Reserve to cut interest rates by 0.25% in each of the next four meetings.
Morgan Stanley's analysis team predicts that the Fed will cut interest rates by 0.25% at each of the next 4 meetings, bringing the federal funds rate range to 3.625% by next May.
2 No-brainer Warren Buffett Stocks to Buy Right Now
Futu Morning Post | Morgan Stanley famous bear Wilson turns bullish! s&p 500 may rise another 11% next year; super micro computer submits compliance plan to nasdaq, surging nearly 40% after hours at one point.
USA Treasury Secretary candidate internal strife intensified, former Federal Reserve Board member Wash unexpectedly entered the Treasury Secretary candidate; Bank of America Merrill Lynch pointed out that Nvidia's financial report may determine the success or failure of the stock market rebound.
Hong Kong stocks morning report on November 19: Hong Kong Exchanges and Clearing is preparing various optimization measures for mutual market access. Goldman Sachs predicts a 15% increase in the MSCI China Index by 2025.
① The Hong Kong Stock Exchange stated that it is preparing multiple optimization measures for mutual connectivity. ② S.F. Holding plans to issue 0.17 billion H shares through an IPO in Hong Kong. ③ Goldman Sachs expects the MSCI Chinese Index to rise by 15% by 2025. ④ Xiaomi's revenue in the third quarter increased by approximately 30% year-on-year.