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.
Express News | Trump is considering appointing financier Kevin Walsh as Secretary of the Treasury.
Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.
①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.
The "Department of Government Efficiency" (DOGE) work plan has been revealed! Musk denies direct influence on the selection decisions for Trump's cabinet.
Tesla CEO Musk and American entrepreneur Vivek Ramaswamy exposed the work plan of the 'Department of Government Efficiency' (DOGE), which includes dismissing thousands of civil servants, relaxing all regulations, and more.
J.P. Morgan strongly believes that U.S. stocks will continue to rise next year, with significant stocks not limited to large technology companies!
① jpmorgan expects the usa stock market to continue to rise next year due to strong corporate profits and economic performance; ② Risks include high valuations, over-concentration in investment portfolios, and uncertainty regarding the Trump administration's policies; ③ It is recommended that investors increase their exposure overseas, being bullish on finance, luxury goods, medical care, and small cap stocks.
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.