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.
Continue to play music and dance! Moody's is firmly calling for a bullish outlook on US stocks next year, with winning stocks not limited to large technology companies.
jpmorgan expects that the usa stock market will continue to rise next year due to strong corporate earnings and economic performance.
Potential 'Healthy Correction' For An 'Expensive' Market Looms As US Economic Growth And Earnings Slow, Says Asset Manager: S&P 500, Nasdaq Futures Trade Lower In Premarket
Goldman Sachs, the "bull market leader", outlook for 2025: Next year, the USA will be a year of simultaneous rise in stocks and bonds.
Goldman Sachs is bullish on the USA stock market and bonds market in 2025.
US Stocks Set To Open Lower On Friday As Investors Eye Cyclical Stocks: Trump's Treasury Pick In Focus, Expert Says Case For Fed Pause In December 'Getting Stronger'
Will Trump and Powell once again fight over interest rates?
"All roads lead to the tense relationship between the White House and the Federal Reserve," but there are indeed some factors that can act as a calming agent.