Annual Outlook | 7100 points! Wall Street refreshes the Target Price for the S&P, is a bull market in US stocks continuing in 2025?
Overall, major banks are optimistic, with the highest target for the S&P reaching 7,100 points, while the average target point according to Bloomberg Statistics is 6,496.17 points, indicating more than a 7% upside potential from the current latest closing price; many bears have flipped their positions, and only two Institutions remain cautious about the direction of the U.S. stock market.
U.S. Stock Outlook | Three major futures indexes rose collectively, with Tesla pre-market up nearly 1%, poised to set a historical high at the open; Goldman Sachs: The Federal Reserve will "skip" a rate cut in January, and may signal a slowdown in easing
Super Micro Computer fell nearly 14% before the market and was removed from the NASDAQ 100 Index component; Broadcom continues to rise 3% before the market, as Bank of America raised the Target Price to $250.
CEOs in the USA are lobbying to "abandon tariffs," but Trump is not listening to their advice.
With less than two months left until the inauguration, Trump's tariff hammer has 'intensified,' and Company Executives are actively lobbying, hoping for a softening of aggressive policies. However, insiders indicate that Trump is 'not listening to advice,' and it's best for companies to accept the reality that the tariff pledges will soon be implemented.
Broadcom rises over 8% again, with a cumulative increase of over 35% in two days! Which company will become the next member of the "trillion Market Cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
Wall Street tycoons shout: The FED's "triple cut" this week is not unexpected, but the easing cycle will pause here!
①This Thursday morning, the Federal Reserve will announce its interest rate decision, and Wall Street widely expects a 25 basis point rate cut, achieving a "three consecutive reductions." ②Krishna Guha, Vice Director of Evercore ISI, stated, "The December FOMC meeting will mark the end of the first phase of the Federal Reserve's rate cut cycle."
There are significant differences in policy viewpoints within Trump's cabinet. Will market pricing undergo major changes?
Investors should pay attention to the policy risks of Trump 2.0.
Goldman Sachs: It is unlikely that the Federal Reserve will lower interest rates in January next year!
Goldman Sachs expects to hear both types of news in this week's policy statement and Powell's press conference.
Value stocks have seen a record long-term decline; will a turnaround be possible in 2025?
Value stocks in the USA have fallen for 10 consecutive days, setting the longest losing streak since 2000, as market sentiment continues to remain low.
Will 2025 be a year of volatility? Let's take a look at the "wild moves" of the Institutions.
Many major banks are preparing for 2025! Bank of America predicts that next year's market will feature a long period of calm followed by sudden and intense volatility.
Be careful! The US stock market has already issued some warning signals.
The rise of the US stock market is mainly driven by a few large Technology companies, and their success may mask the underlying weaknesses of the broader market.
Powell may have seen through everything long ago; inflation or recovery may just be an illusion!
Gregory Daco, the chief economist at EY Parthenon, pointed out that Federal Reserve Chairman Powell is implementing a "forward-looking inflation determination approach."
Daily Options Tracking | Entering the trillion-dollar Market Cap club! After Broadcom's earnings report, multiple call contracts earned over 10 times profit; is Bitcoin aiming for the $0.11 million mark? MSTR's implied volatility rose to 112% last Friday.
SoundHound AI rose over 23% on the previous trading day, with the Call ratio increasing to 71%, and the Options Chain volume increasing by 2.77 times to 0.525 million contracts. On the Options Chain, bulls are the market Block Orders, with the highest Call volume for this Friday's expiration at strike prices of $20 and $10, respectively 0.024 million and 18,000 contracts.
The Fed's Game Plan on Interest-Rate Cuts Keeps Shifting
The most anticipated S&P 500 Star Stocks of 2025: These 10 stocks are expected to stand out, with a potential increase of up to 50%.
Rapid growth or steady value? Under the enthusiastic recommendation of Wall Street Analysts, these 10 S&P 500 Stocks have emerged.
The "New Federal Reserve News Agency": After another rate cut this week, the Federal Reserve is ready to slow down or even stop cutting rates.
Nick Timiraos stated that one of the choices for the Federal Reserve this week is to cut interest rates by a quarter of a percentage point, and then strongly hint at slowing the pace of rate cuts using new economic forecasts. Facing differing opinions internally, Powell must balance policy adjustments.
The candidate successor for the 'Wall Street big brother': The FED will lower interest rates this week, and 'Trump 2.0' has a milder impact on inflation!
1. A senior executive from JPMorgan stated that investors have reasons to be optimistic about 2025 and commented on the "Trump 2.0" policy and the prospects of Federal Reserve interest rate cuts. 2. She expects the Federal Reserve to cut rates for the third consecutive time this Wednesday to shift towards a loose monetary policy while avoiding an economic recession.
Futu Morning News | Ready for the "Federal Reserve Decision Day"! More than 20 central banks from various countries will hold meetings this week; the adjustment of Nasdaq 100 constituents will take effect next week! Palantir and MSTR have been included.
This week's highlights from the Federal Reserve: There's no doubt about a rate cut in December, but January remains uncertain; Tesla's stock rose over 4% to a new high, and reports indicate that Trump's team is seeking to abolish the requirement for accident reports for autonomous vehicles.
What kind of outcome will "irrational exuberance" combined with interest rate cuts bring?
As the Federal Reserve prepares to further ease monetary policy against a backdrop of relatively loose financial conditions, the fiscal policy in the USA remains highly expansive. The resulting turmoil in the Bonds market is beginning to extend to the stock market, with the Dow Jones setting a record for its longest consecutive decline in four years last week.
Super central bank week! China is about to announce multiple economic data for November, will the central bank soon lower the reserve requirement ratio?
More than 20 central banks, including the Federal Reserve, the Bank of England, and the Bank of Japan, will successively announce their interest rate decisions. In addition to the interest rate resolution in the USA, China's November economic data is also being closely monitored by the Capital Markets.
This week's focus for the Federal Reserve: A rate cut in December is a certainty, but uncertainty exists for January.
Due to Doves' remarks by Goolsbee hinting that the possibility of interest rate cuts may slow down in 2025, market expectations for rate cuts have tightened. Morgan Stanley believes that the market's expectations for a rate cut in January next year are relatively cautious because Goolsbee's comments were made before the inflation data was released, and the ongoing slowdown in inflation, especially housing inflation, will prompt the Federal Reserve to cut rates consecutively in the December and January meetings.