Goldman Sachs firmly believes that the Federal Reserve will cut interest rates twice this year, and will continue to cut four times in the first half of next year.
Goldman Sachs chief economist continues to predict that the Federal Reserve will continue to cut interest rates, but be cautious of these risks...
U.S. election approaching, traders' positions reversed: net long interest rates turned net short, 'fear index' VIX turned net long.
The hold positions in VIX turned net long for the first time since 2018, but the stock market position remains net long; silver's net long position has risen to an eight-year high; in recent weeks, the US dollar position has shifted from net short to net long.
How does Trump's tariff plan affect the situation? Study: American consumers' purchasing power may evaporate by $78 billion each year.
①A study released on Monday by the National Retail Federation (NRF) shows that if Trump's new import tariff proposal is implemented, American consumers could potentially lose up to $78 billion in purchasing power annually; ② The report states that if import tariffs are implemented, it will further exacerbate the impact on low-income families, tightening their budgets even more.
Wall Street executives question: Fed's loose monetary policy may fall short of expectations
Due to concerns about the resurgence of inflation, many chief executives of large investment banks do not agree that the Federal Reserve will cut interest rates twice before the end of the year.
Facing the impact of election day: the usa stock, bond, and currency markets are entering a 'battle state'!
①As the polls continue to show intense competition in the US presidential election, on the first trading day of the "super week" of the election and the Federal Reserve interest rate decision, US stocks, the US dollar, and US bond yields have all fallen; ②At the same time, traders in various cross-asset sectors have entered the final preparation mode before the election day...
Will the US stock market hit a new high after the election? Goldman Sachs: FOMO mentality helps, S&P is expected to reach 6100 points by the end of the year.
Morgan Stanley's Chief US Stock Strategist Wilson predicts that the S&P will reach a highest of 6100 points by the end of this year, equivalent to a 6.5% increase compared to last Friday's close. At the same time, he warns that due to the lack of clear catalysts, the enthusiasm of the US stock market may fade as 2025 approaches. He believes that the most favorable outcome for the stock market is Trump's re-election and a divided Congress, as markets favor uncertainty.