"God bless America" defeated "stock god Pelosi"! Which political-themed ETFs are strong in the U.S. stock market during the election year?

① With the highly anticipated 2024 election year coming to an end, an alternative competition in the US stock ETF market seems to have determined its outcome… ② In recent years, political-themed ETFs tracking the investment behaviors of politicians such as "Congressional stock god" Pelosi have thrived in the USA market; ③ This year, the ETF named "God Bless America" (code YALL) has taken the top spot.

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The Fed's hawkish rate cuts trigger a plunge in the US stock market? A well-known Analyst says: it's exactly the right time to buy the dip on Hershey!

① Last week, the Federal Reserve’s "hawkish rate cut" operation led to a sharp decline in U.S. stocks, with major Technology stocks being sold off; ② however, Dan Ives, the Global Technology Research Head at Wedbush Securities, believes that the AI revolution has only just begun, and now is the time to Buy, expecting a bull market in Technology stocks to last for five to six years.

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Global top ten investment banks outlook for 2025: U.S. stocks are expected to continue rising, with Trump 2.0 potentially being the biggest variable.

① The market next year is laying an unknown foreshadowing: what kind of sparks will continue to be ignited between the extreme enthusiasm for risk preference and the changing geopolitical landscape? ② Currently, most Wall Street strategists expect that the Global stock and bond markets may continue to rise in 2025; ③ however, one of the biggest uncertainties faced by investors is the policy direction of the incoming USA President Trump.

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What does the collapse of market breadth tell us according to a well-known short-seller from Morgan Stanley?

The Chief Investment Officer of Morgan Stanley stated that investors are increasingly inclined to use price trends as a key factor in their investment strategies, and breadth may not be as important as it once was.

Golden10 Data16:34

Goldman Sachs: Potential economic adjustments support the anti-inflation trend, reaffirming expectations of three interest rate cuts by the Federal Reserve next year.

Goldman Sachs chief economist Jan Hatzius discussed his outlook on the USA's economic prospects for 2025, the potential role of tariffs in Trump's second term, and the Federal Reserve's latest interest rate decisions in an interview.

Zhitong Finance APP15:32

Miran was nominated by Trump as the Chairman of the Council of Economic Advisers, supporting stronger control over the Federal Reserve and criticizing Yellen for manipulating U.S. debt.

Miran calls for comprehensive reform of the Federal Reserve to ensure greater political control over it. At the same time, he accuses Yellen of manipulating the USA government debt market, believing that the Biden administration has effectively implemented an 800 billion dollar quantitative easing.

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