Fed's Musalem Worries That Inflation Caused by Higher Tariffs Won't Be Transitory
Bank of America sounds the alarm: If a recession hits the USA, the S&P 500 Index could drop to 5000 points!
① Bank of America warns that if a recession occurs, the S&P 500 Index could fall to 5,000 points, about a 12% drop from current levels, but may rebound to 5,500 points by the end of the year; ② That said, Bank of America's fundamental expectation remains that U.S. stocks will rise this year.
The 'Misery Index' Is Creeping Higher. Does That Spell Doom for Stocks?
The most pessimistic prediction from Wall Street! Barclays significantly cuts the S&P 500 target to 5900 points.
Barclays has significantly lowered its year-end target for the S&P 500 Index from the previous 6,600 points to 5,900 points, a decrease of over 10%, which is the lowest expectation among major investment banks on Wall Street.
Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.
Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.
U.S. senators warn that Federal Reserve Chairman Powell could be fired by Trump, criticizing Trump's actions as "lawless".
USA Democratic Senator Elizabeth Warren warned that Federal Reserve Chairman Powell might be fired by President Trump.
