Is the "Trump tariff" becoming clearer? JPMorgan suggests changing the investment strategy for U.S. stocks: stop selling on highs!
Ilan Benhamou, a member of JPMorgan's equity derivatives sales team, stated that as tariff policies clarify, market sentiment has eased, and the strategy of selling on rallies should be suspended; Wall Street's bullish sentiment towards US Stocks has rebounded, with Morgan Stanley and Blackrock both expressing optimism about the US market Stocks, but Blackstone's president, Jon Gray, advised investors to remain patient and observe the evolution of tariff diplomacy.
CITIC SEC: Uncertainty in Trump's policies may have been fully priced in, and a short-term correction in the U.S. stock market may be coming to an end.
CITIC SEC stated that, given the uncertainty of Trump's policies may have been fully priced in by the market, and with the signs of double puts emerging, the pullback of U.S. stocks since mid-February may have come to an end. Technology stocks, which experienced a significant decline earlier while still maintaining high growth rates, may witness a technical rebound.
Consumer confidence reignites economic concerns, the US stock market's rising trend fades, US bonds rebound, the China concept Index falls for six consecutive days, and Copper reaches a historical high.
The three major U.S. stock indices briefly turned down, but the S&P and Nasdaq ended with slight gains. Among the Magnificent 7, only NVIDIA fell, while Tesla rose over 3%; after the Earnings Reports, nuclear energy stock Oklo dropped over 6%; Trump's media company rose nearly 9%. Following consumer confidence, U.S. Treasury yields refreshed their daily lows. The USD ended a four-day winning streak. Crude Oil Product turned down during trading; Gold reversed two consecutive losses; London Copper closed above 0.01 million dollars, hitting a nearly ten-month high.
Home Prices Kept Climbing in January. Why a Slowdown Is Coming
Express News | U.S. Stock Futures Turn Positive; Tesla Up Nearly 2% Premarket
Trump's April 2 Tariffs: What We Know so Far as the White House Shifts Its Strategy
