Top economists: Next year, the "big hot" in the US stock market will change! Is the high-return gold period over?
Wharton School professors said, "Perhaps this time, we will see the hot stocks that have performed exceptionally well in the past two years relatively weak."
A once-in-a-century event! U.S. stocks are expected to rise more than 20% for two consecutive years, and Wall Street is betting on new highs by the end of the year.
① On Monday this week, the s&p 500 index set a new record, and Wall Street investment banks predict that U.S. stocks will continue to rise by the end of the year; ② If the s&p 500 index continues to rise this month, it will have increased more than 20% for two consecutive years, a scenario that has only occurred three times in the past century.
Fed officials "signal": Powell tends to cut interest rates in December, but warns that the anti-inflation process may "stall".
Federal Reserve Governor Waller stated that he is currently inclined to continue lowering interest rates in December, but would consider pausing if inflation data unexpectedly rises and changes his forecast for inflation trends. Regarding whether to support a rate cut in December, this year's voting member and Atlanta Fed President Bostic mentioned that he is open to the decision-making for December; although the data has fluctuated, inflation is continuing to decline towards the 2% target.
BofA Merrill Lynch's Hartnett Outlook 2025: Q1 US Dollar, US stocks, Q2 non-US stocks, gold and commodities for the whole year, US bonds bottoming at 5%.
Hartnett advises to take a chance in 2025, buy 'usa prosperity' in Q1, especially small cap stocks; buy non-US stocks in Q2, betting on Europe/Asia moving towards easing; inflation may rise higher than expected, bullish on csi commodity equity index, US bond yields reaching 5% is a huge opportunity, buy chinese stocks to hedge the AI bubble.
Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas, which include the last five trading days of the year and the first two trading days of the next year, investors tend to be more bullish, with a high probability of an uptrend in the U.S. stock market. This seven-day period is known as the 'Santa Claus rally.' Data shows that over the past 70 years, there has been an 80% chance of the S&P 500 index rising during these seven trading days.
How will the US stock market perform in December? The answer lies in historical data! Here are 5 things worth investors' attention.
Aristotle once said, "To appreciate the beauty of snowflakes, one must endure the cold of winter." So, as the US stock market is about to enter the end of the year, in what manner will investors be able to appreciate a magnificent snowy landscape?