Goldman Sachs remains bullish on US stocks: overall environment favorable for risk assets by the end of the year!
①Goldman Sachs analyst said that due to the risk preference sentiment supported by the economy, investors should favor stocks over bonds; ②The analyst stated that as long as the economy avoids recession, Fed rate cuts often support risks.
Futu Morning Post | Concerning real estate! The Ministry of Housing and Urban-Rural Development, the Central Bank, and others will make statements on October 17; ASML Holding plunges more than 16%, performance bombshell revealed ahead of time dragging dow
6400 points! UBS Group continues to raise next year's expectations for the US stock market; Apple hit a historical new high intraday, and the company launched a new iPad Mini; Wolfspeed soared more than 21%, receiving a $0.75 billion grant from the US Department of Commerce.
Daiwa: Strengthening of the US dollar may threaten the rise of US stocks.
morgan stanley's chief U.S. stocks strategist Michael Wilson said that the strengthening of the U.S. dollar may be one of the few obstacles threatening the rise of U.S. stocks.
6400 points! UBS Group continues to raise next year's US stock expectations.
Although UBS Group expects the US stock market to hit new highs again next year, it does not believe that the US stock market can continue to rise for the remaining time this year...
FX678 Global Financial Breakfast | October 16, 2024
Usd index oscillates at a high level, gold returns to 2660! Fed's Powell said that the monetary policy still remains restrictive, market increases bets on the PBOC to cut interest rates by 50 basis points significantly, the United States guarantees that Israel will reduce attacks on Lebanon... What major events happened globally last night and this morning?
"Reflation" has become a new core narrative! Goldman Sachs: Global asset allocation needs to be adjusted, leaning towards growth pricing.
Goldman Sachs believes that in the 're-inflation' environment, the market may prefer assets that benefit from economic recovery and rising inflation. Goldman Sachs has an optimistic outlook on the return of risk assets in the next year, believing that investors should increase their investments in stocks and crediting in the short term.