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Has this round of decline in the US stock market ended? US investment banks: "Yes," European investment banks: "Not necessarily!"
Currently, there is a regional divergence in global opinions on US stocks, with Europe Banks being more cautious compared to the generally optimistic American counterparts.
Federal Reserve board member: The risk of inflation rising still exists, supporting the decision to maintain interest rates unchanged for a period of time.
① Fed Governor Kugler indicated that the USA inflation expectation Indicators have risen, supporting the decision to maintain the benchmark interest rate; ② Prices of some Commodities have shown signs of re-accelerating in the past few months; ③ While closely monitoring the upcoming data and the cumulative effects of new policies, maintaining the current interest rates for a period of time can help respond to new developments.
The Chief Investment Officer of Citigroup Wealth urgently calls to stop increasing positions in U.S. stocks!
The Chief Investment Officer of Citigroup Wealth Management stated that US stocks will enter a volatile Range in the short term, with technical pressure and policy concerns alternating to dominate the market. Investors should adopt a wait-and-see strategy.
"The main designer of the Mar-a-Lago Agreement discusses: What does Trump want to do?"
Stephen Miran stated that the "Mar-a-Lago Agreement" is merely an "alternative catalog," akin to a "cookbook," providing and evaluating various "recipes," while President Trump is the real "chef," and currently, the President seems to be more focused on tariff policies.
Is the "Trump tariff" becoming clearer? JPMorgan suggests changing the investment strategy for U.S. stocks: stop selling on highs!
Ilan Benhamou, a member of JPMorgan's equity derivatives sales team, stated that as tariff policies clarify, market sentiment has eased, and the strategy of selling on rallies should be suspended; Wall Street's bullish sentiment towards US Stocks has rebounded, with Morgan Stanley and Blackrock both expressing optimism about the US market Stocks, but Blackstone's president, Jon Gray, advised investors to remain patient and observe the evolution of tariff diplomacy.
Express News | Trump may implement tariffs on Copper imports within weeks.