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Morgan Stanley warns that Trump's tariffs will significantly suppress usa economic growth in 2026.
Morgan Stanley's Chief Global Economist, Seth Carpenter, stated that the tariffs proposed by President Trump will weaken usa economic growth by 2026.
Wall Street is bullish on Trump's tax cuts: they will boost the U.S. stock market in the next two years, with nearly 30% of s&p 500 companies benefiting.
① Wall Street expects Trump's tax cuts to drive up U.S. stocks and corporate profits, with about 145 companies in the s&p 500 index likely to benefit significantly. ② Goldman Sachs predicts that Trump's tax policy may increase corporate profits of s&p 500 index constituent companies by 20% over the next two years, potentially pushing the s&p 500 index up to 7,500 points by 2026.
Futu Morning Post | Heavy financial report night! Options market pricing may lead to a $300 billion fluctuation in Nvidia's market cap; Trump nominates a hawkish individual to serve as Secretary of Commerce.
Goldman Sachs presents a significant outlook for the 2025 global stock market: valuations are too high, seeking Alpha opportunities; the USA is more closely embracing cryptos, with bitcoin reaching new historical highs; if the judge rules that Google sells Chrome, that business could be worth up to 20 billion dollars.
Goldman Sachs still expects the Federal Reserve to continue lowering interest rates, and small cap stocks deserve more attention.
Goldman Sachs stated: "Although the results of the usa election have increased the uncertainty in economic trends, we still expect the Federal Reserve to continue lowering interest rates in December and early 2025."
Federal Reserve officials: It is currently uncertain to what extent interest rates can be lowered.
①Kansas Federal Reserve Chair Schmiede stated that although the initial rate cut by the Federal Reserve reflects confidence in calming inflation, it is still uncertain how far the interest rates will be lowered; ②Within the Federal Open Market Committee (FOMC), Schmiede's stance leans towards being hawkish, but he will not have voting rights on monetary policy until next year.
U.S. stock market in the early session | The Nasdaq has risen and turned positive, cryptos concept stocks and golden industrial concept stocks have strengthened, MSTR has increased nearly 5%, and barrick gold has risen over 2%.
This week, investors are focusing on important financial reports from nvidia and the cabinet nominations of the Trump administration.