Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!

UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.

wallstreetcn16:51

Despite aggressive interest rate hikes yielding minimal results, the Federal Reserve may face a difficult path ahead in lowering interest rates.

The sensitivity of the USA economy to interest rate trends is not as strong as it was in the past, a fact that poses potential issues for the Federal Reserve's future actions.

Golden10 Data15:38

These ETF Strategies Were Big Winners Last Year. What to Expect in 2025.

MarketWatch07:14

Will U.S. Treasuries and U.S. stocks exhibit a "seesaw" effect again?

Entering 2025, the Global market trading themes still revolve around the "Trump Trade" and "American Exceptionalism." Such trading has driven up the US dollar and US Bond yields, but the recent market focus has shifted to US Stocks, specifically whether US Stocks will adjust like they did last April amidst strong rises in US dollar interest rates.

Guotai Junan Overseas Macro ResearchJan 2 15:19

Will geopolitical black swans and macro gray rhinos emerge continuously in 2025?

The USA interest rate differential trade remains the biggest grey rhino in 2025, while the possibility of a "black swan" outbreak in the Middle East may be higher than the market expects.

Golden10 DataJan 2 13:21

The "red light" for default in the USA is on, is the debt ceiling farce about to unfold?

Trump hopes to avoid the debt ceiling conflict in 2025, but things don't seem to be that simple.

Zhitong FinanceJan 2 12:39