Will Wall Street's support enable US assets to lead globally again in 2025?

Wall Street support, can USA assets lead the global market again in 2025?

Hello everyone, welcome to my channel! Today we are going to discuss a topic that investors cannot ignore - whether the USA market can continue to be the global leader in capital in 2025. From UBS Group to Fidelity International, mainstream institutions on Wall Street are optimistic about USA assets. But what is driving this sentiment? How should we respond to the current market dynamics?

Table of Contents

1. The latest performance of the USA market

This week, the S&P 500 index rose by 1.1% in a shortened trading week due to the holidays, outperforming the benchmark stocks in Europe and Asia.

Rising inflation data, Trump's tariff threats, and the Fed's policy signals - how are these events affecting market sentiment?

2. Capital trends and valuation differentials

According to Barclays' data, despite the high valuation of US assets widening the gap with other markets, capital has continued to flow into US stocks at an accelerated pace over the past month, while Europe and emerging markets have seen outflows.

What makes capital so fond of the USA?

Global Comparison: USA vs Europe and Asia

The European market has slumped due to political turmoil and economic downturn, with French bond yields hitting new highs.

Asian markets only saw a slight increase this week, while the stable performance of the USA has attracted more attention.

How should investors respond?

Fidelity International's portfolio manager emphasizes that the profit growth in the USA remains robust.

Oxford Economics warns that if trade tensions escalate, the market may face rebound risks.

As investors, how can we find a balance in global asset allocation?

Finally, can the strong momentum in the USA market continue? Should investors continue to bet on US stocks, or start diversifying their positions? Share your views in the comments section! Don't forget to like, subscribe, and turn on the notification bell to stay updated on the latest financial news.

🔊Disclaimer🔊 The individual stocks shown in the video are not intended as a basis for recommendation.
They are only shared as my personal investment experience and not as investment advice for any individual or institution!
It is not advisable to blindly adopt applications! The stock market is constantly changing.
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