Economic Growth, Interest Rates to Dictate Quality Factor in Stocks, Goldman Says
The USA ETF asset size surpasses the milestone of 10 trillion US dollars! Wall Street investment landscape reshaped.
1. The assets of exchange traded funds (etf) in the usa have reached $10 trillion for the first time; 2. Some analysts believe this is the latest evidence that these trading instruments are beginning to change the investment landscape on Wall Street; 3. In addition, the number of new funds and the amount of inflows in the ETF market are expected to break records.
Goldman Sachs top traders respond to investors' most pressing question: Global stock markets, should you chase gains or not?
Goldman Sachs' head of hedge fund research Tony Pasquariello stated in the latest report that he still believes the market's main trend is upward, and certainly does not intend to stand in front of the central bank's 'cannons,' however, the market has already priced in much of these. There are two additional factors to pay attention to: earnings season and the US presidential election. China's policies have shifted, marking the beginning of a new trading cycle.
Two pieces of bullish economic data, U.S. stocks welcome a 'strong tailwind'!
Analysts point out that as long as inflation in the usa remains within a manageable range, the Federal Reserve can almost completely focus on the labor market, which means cutting interest rates!
Express News | In the USA, the final value of the University of Michigan Consumer Confidence Index for September was 70.1, expected to be 69.3, with a previous value of 69.
Bank of America and Barclays update their "china fever" strategy: major events happening now! Global risk appetite is on the rise.
①China's current stimulus policy has increasingly become the mainstream attitude of Wall Street analysts, and overseas investors are also showing concerns about 'missing out' while waiting and seeing; ②Even after the significant rise this week, Chinese assets still remain very attractive in terms of valuation; ③In addition to stocks, analysts are also paying attention to the generalized effect of 'China bullish'.