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.
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 US stock market to continue to rise next year, due to strong corporate profits and economic performance; ② Risks include high valuations, over-concentration of investment portfolios, and uncertainty in Trump administration policies; ③ It is recommended for investors to increase overseas exposure, be 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.
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US Stocks Rise as Dow Leads Gains, Tech Giants Face Pressure
Fed Dovish Official: May Need to Slow Down Rate Cuts.
①Given the uncertainty and divergence about how low interest rates should go, Gurusbe has stated that it may be wise to slow down the pace of rate cuts as the target approaches; ②Within the Federal Open Market Committee (FOMC), Gurusbe is one of the most dovish officials, and he does not have voting rights on monetary policy this year.