The "January effect" in the U.S. stock market: Truth or myth?

The data supports this strategy, but also indicates that its effectiveness has weakened in recent years. As for 2025, the driving factors behind last year's high returns in the U.S. stock market still exist, but there are also some concerns.

Baron Chinese14:17

The first Federal Reserve official this year stated: it is difficult to determine the impact of Trump's policies, and MMF policy will depend on economic data.

Federal Reserve Board member Kugler stated, "There is a view that we can slow down and adopt a more gradual approach" while observing data to determine whether stubborn inflationary pressures will begin to ease again. She also mentioned that the current economic situation is good, and although the job market has cooled somewhat, it remains resilient with the unemployment rate at historically low levels.

wallstreetcn10:36

The Federal Reserve's voting members have undergone significant changes! Two "hawkish" voters, one "dovish" voter, and one Neutral voter have arrived. What impact will this have?

The Federal Reserve is about to undergo significant adjustments.

Securities TimesJan 4 16:18

Will USA manufacturing "revive its glory" by 2025? Bank of America predicts that the US stock market will benefit from this.

① Ohsung Kwon, a securities strategist at Bank of America, expects that the U.S. manufacturing sector is likely to revive by 2025, boosting the overall U.S. stock market; ② Bank of America forecasts that the S&P 500 Index will close at 6666 points by the end of 2025, an increase of about 14% from the current level; ③ Trump's second term is expected to promote policies supporting manufacturing activities, potentially increasing the trend of companies returning.

cls.cnJan 4 15:14

What poses the biggest challenge to the US stock market bull run? Analyst: US Treasury yields still have room for further increases.

The Evercore ISI strategy team recently stated that the rise in U.S. Treasury yields poses the biggest challenge to the bull market in stocks.

Zhitong FinanceJan 4 14:10

Top 20 by transaction volume | Bitcoin returns to $98,000, MicroStrategy rises over 13%; NVIDIA closes up 4.45%.

On Friday, the U.S. stock with the highest trading volume was Tesla, which closed up 8.22% with a transaction value of 37.896 billion US dollars; Palantir ranked 9th, closing up 6.25% with a transaction value of 4.908 billion US dollars; Cerence, an Auto AI technology company, ranked 14th, closing up 143.76% with a transaction value of 2.549 billion US dollars.

Global Market ReportJan 4 10:04