The Federal Reserve's "ghost stories": the stronger the stock market, the higher the PCE!
If the bullish trend in the US stock market continues, PCE data may unexpectedly rise! Beware of the Fed being a bit hawkish.
U.S. stock morning market | Most growth tech stocks are up, intel up nearly 3%; super micro computer rebounds 16%, stock price has doubled from the low point; cryptos stocks plummet, Hut 8 down over 7%, MSTR down 5%
Berkshire Hathaway-B rose by 1%, Buffett converted his 1600 shares of Berkshire Hathaway Class A stock into 2.4 million Class B shares; AMD rose by 2%, reportedly interested in entering the mobile chip sector.
Express News | Deutsche Bank forecasts that the S&P 500 index will rise to 7,000 points by the end of 2025.
Goldman Sachs capital flow experts: US stocks will start a year-end rebound this week!
Goldman Sachs's well-known analyst predicts that the s&p 500 index will rise by about 4% to 6200 points by the end of the year, and historically, next year also looks promising.
Express News | The three major U.S. stock indexes continue to rise, with the Nasdaq's increase expanding to 1%, the Dow rising by 1.05%; the s&p 500 index rose by 0.81%, hitting a new all-time high during the session.
How will Trump 2.0 policies affect global capital markets? Bank of America Merrill Lynch lists three possible scenarios that may arise.
Bank of America Merrill Lynch believes that in the best-case scenario, the US GDP growth rate will exceed 3%, the US dollar will be slightly strong, and the gold price will be relatively low; in the worst-case scenario, aggressive tariff policies will impact global trade, exacerbate the risk of US recession, and cause a sharp decline in US stocks; in the tail risk scenario, the US economy will fall into stagflation, the US dollar will weaken across the board, and gold and cryptos will benefit.
US stock market outlook: Dow futures hit a record high! Cryptocurrency concept stocks strengthen pre-market, MARA rises over 5%; Palantir rises 4% pre-market, opening momentum at a record high! Wade Bush raises target price.
Macy's performance announcement has been delayed, and it fell 8% before the market opened; Rocket Lab surged over 8% before the market opened, completing two rocket launches in a short period of time.
Pre-market trading highlights | Goldman Sachs expects the S&P 500 index to reach a target of 6,200 points by the end of the year, with Tesla up over 2% in pre-market trading.
Gelonghui November 25th | 1. USA's three major equity indexes rose collectively, with Nasdaq futures up 0.48%, S&P 500 index futures up 0.42%, and Dow Jones futures up 0.56%. 2. European stock indexes showed mixed movements, with Germany's DAX index up 0.24%, UK FTSE 100 index up 0.18%, France's CAC index down 0.14%, and Europe's Stoxx 50 index up 0.07%. 3. Sources say Trump plans to abolish Biden's clean energy plan and emphasize the role of natural gas resources. 4. US Treasury Secretary nominee Yellen: will prioritize fulfilling Trump's tax cut policies.
Barclays Raises 2025 S&P 500 Index Forecast to 6,600 From 6,500
Express News | Goldman Sachs: U.S. stocks are expected to strengthen by the end of the year, with the S&P 500 index likely to rise another 4%.
How High Can the S&P 500 Go? The Math Behind Wall Street's Sky-High Price Targets
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
Express News | Barclays has raised its s&p 500 index forecast for the fiscal year 2025 to 6600 points, up from 6500 points.
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Key indicators hit the largest increase in more than a year, how "bumpy" is the road to lowering inflation in the USA?
Investors are concerned that potential policy changes during Trump's second term could lead to a resurgence of inflation, and the strong performance of small cap stocks also indicates that inflation will be faced in the stock market. However, the inflation protection provided by the csi commodity equity index seems to be less than usual, with gold, oil, and copper all experiencing varying degrees of decline since the election...
Options Hot Review | Cryptos Concept Stocks Rally! MARA options call rate exceeds 70%; super micro computer rebounds nearly 80% within the week! call orders are being eagerly snapped up.
After nvidia released its financial report, there was a top reversal, while the call ratio for options remains above 60%; microstrategy was hit by short sellers! The implied volatility level rose to 100%.
Express News | Dow futures hit an all-time high, currently up 0.6%; s&p 500 index futures rise 0.4%, NASDAQ futures rise 0.4%.
How high can the s&p 500 soar? Wall Street predicts amazing returns in 2025.
When the valuation is high, the usual market consensus is that the future target of the s&p 500 index should be lower - but this time the situation is different, why exactly?
Stock Markets Test Resistance Levels
Fidelity: Maintaining a high allocation to stocks, high yield bonds, etc.
Thomas Poullaouec, head of diversified assets solutions for the Asia-Pacific region at Prudential, and his team released a latest report indicating that, in light of the loose mmf policy, china's stimulus measures, and the expected expansion of profit growth, Prudential continues to maintain a relatively high allocation to stocks.