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Is a soft landing turning into a hard landing? Trump's policy shift has caused panic on Wall Street.
Recent remarks and policies from Trump and his senior advisors indicate a "disregard" for risks such as trade uncertainty, stock market declines, and even short-term inflation increases. JPMorgan believes that the risk of economic recession has risen from 30% to 40%. An Analyst stated that the market has returned to a state of "recession watch".
US Equity Indexes Fall as Recession Speculation Pushes Treasury Yields Sharply Lower
Treasury Yields Fall Amid Recession Fears -- Market Talk
From enthusiasm to caution! Trump's policies have overturned the bull market script, and Wall Street urgently reassesses expectations for U.S. stocks.
Less than three months into this year, the sell-side strategists from companies including JPMorgan and RBC Capital Markets have begun to adopt a cautious outlook on bullish expectations for 2025. The concern stems from Trump’s tariff policy, which has sparked worries about an economic slowdown and led to turbulence in the USA stock market.
Goldman Sachs: Defensive allocation is "both offensive and defensive". Seven sectors and recommended symbols help cope with fluctuations in the U.S. stock market.
Goldman Sachs has released an in-depth Research Reports on Energy, public utilities, and mining, providing a comprehensive analysis of market trends, investor sentiment, and the performance of various segments, along with corresponding investment recommendations.
Zhaoyin International: The Federal Reserve is very likely to maintain a neutral and cautious policy stance in the short term and may continue to pause interest rate cuts.
The bank believes that with the slowdown in the economy caused by Trump's policies, the Federal Reserve may cut interest rates once in September or December.