In 2025, the US stock market has entered a "dimensional" phase! How long will the Trump "US superpower" market continue?

MOOMOO users,Chinri Oskar Group's CEO and Chief Strategist,ofTomohiro Okawa,after that recoveryOutlook on the USA stock market in 2025We will provide valuable information!Anticipate the latest market trends and gather information that will be useful for future investment strategies.So, please take a look.

First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".

The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.

Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.

In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.

The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.

The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.

When comparing the performance of S&P 500 and NASDAQ, NASDAQ, focused on incorporating high-tech stocks, outperforms in performance.

Summarized investment indicators and consensus financial estimates for "The Magnificent Seven".

Finally,Potential risks in the US stock marketI will also analyze these " blind spots" properly grasping these blind spots will enable investment decisions based on better understanding.

How was it?

I hope this analysis can be helpful to your investment strategy. Financial markets are always changing, so let's make careful decisions based on the latest information. We will continue to provide valuable market analysis in the future.

From the presentation by Tomohiro Okawa on December 5, 2024