U.S. Stock Market Outlook: Wall Street sees S&P rise to 6500 points! Goldman Sachs: Magnificent 7 in technology continue to lead the way; Pre-market surges nearly 28%! Super micro computer delisted crisis gets a "breather"
Pre-market rose more than 3%! Walmart's Q3 revenue of $169.6 billion exceeded expectations, further raising revenue guidance; Ctrip rose more than 5% pre-market, with a 47% year-on-year increase in Q3 profit; Xiaopeng Motors rose nearly 6% pre-market, with Q3 net loss narrowing by 53.5%, and Q4 delivery guidance set a record high.
Wall Street welcomes Trump's return to the White House, but this time it may be misplaced?
A research company stated that the market has overly high expectations for Trump 2.0, based on ignoring reality, causing excessive expansion in small cap stocks and assets like the US dollar.
For the first time in over a decade, based on signals from the Federal Reserve, a warning has been issued to the market! Will the short sellers have their wishes fulfilled?
The bears hope that a profit-based stock market forecasting model will work this time, but analyst Mark Hulbert points out that the Federal Reserve model ('Fed Model') will not disrupt the stock market.
Blackrock: Despite the high valuation, there is still room for the US stock market to rise.
Blackrock's chief investment officer pointed out that unless significant events occur, the natural trend of the US stock market is upwards.
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.
Daily options tracking | New auditors have come on board! The super micro computer surged over 30% before trading, with yesterday's call ratio skyrocketing to 65%; DJT is reported to be in talks to acquire the trading platform Bakkt, with multiple call op
Microstrategy, known as a "bitcoin hold positions whale," rose nearly 13% yesterday, with options volume reaching 0.43 million contracts, and the call ratio increasing to 58.4%; the highest volume for calls expiring this Friday with a strike price of $400 was 0.017 million contracts, an increase of over 80%.
Goldman Sachs presents a major outlook for the global stock market in 2025: valuations are too high, forget about Beta, pursue Alpha opportunities!
Goldman Sachs predicts that driven by earnings, the s&p 500 will rise 11% from its current level to reach 6,500 points by 2025, with room for growth in Japanese stocks, European stocks, and emerging markets. However, considering the high valuations, Goldman Sachs suggests that investors seek out stocks that can outperform the market average, look for value stocks within high growth expectations, diversify risks globally, and pay attention to mergers and acquisitions and other capital market activities.
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...
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.
①David Kostin, Chief Stock 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. ②The firm also predicts that the magnificent 7 will continue to outperform other constituents 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.
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.
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.