Will there be another 'big rotation' in the US stock market? Goldman Sachs: Friday's non-farm payroll is crucial!
Goldman Sachs analysts team expects that if the strong employment data announced by the US Department of Labor on Friday, there may be a large portfolio reshuffle in the US stock market.
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Overtaking on the bend? The Fed cuts interest rates, mid-cap stocks will significantly outperform the market!
The analyst pointed out that history indicates that once the Federal Reserve truly begins to cut interest rates, mid-cap stocks will significantly outperform the market.
Under the tide of Fed rate cuts, U.S. stocks are bullish to lead the way for the whole year, while U.S. bonds and the U.S. dollar are being neglected!
With the continuous rate cuts by the Federal Reserve, most respondents predict that the performance of the US stock market for the remaining time this year will surpass the government and corporate bonds market.
Surviving the sharp fall in July and August, the familiar Mag 7 is back again?
The stock prices of the seven giant companies in the US have recently performed well, with related ETFs rising 1.7% this week, and even more significantly increasing by about 12% over the past three weeks. Analysis believes that the Mag 7 is still the powerhouse of the US stock market, and in a world full of uncertainties, investing in large companies seems to be a better choice.