Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.

①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.

cls.cn23:36 ET

A record "escape from US stocks"! For Institutions, March 2025 feels like August 2007, August 2011, or even March 2020.

As US stocks plunged into a 10% correction last week, investors are selling stocks at a record pace. Bank of America indicated that behind the record 'exodus from US stocks' is the investors' very pessimistic outlook on global economic growth. A Bank of America survey revealed that global fund managers reduced their holdings of US stocks to the largest scale ever from March 7 to 13, covering 171 fund managers who collectively manage assets of 426 billion USD. Bloomberg reporter Lisa Abramowicz cited the Bank of America survey, stating that for some institutional investors, the market atmosphere in March 2025 is reminiscent of...

wallstreetcn21:11 ET

US Morning News Call | Tesla Short Sellers Gain $16.2 Billion Since December 17

Moomoo Breakfast USMar 18 08:02 ET

Is the inflection point for the US stock market approaching? Goldman Sachs traders say that systematic deleveraging is nearing its end.

Recently, Goldman Sachs trader Scott Rubner pointed out in a report that the U.S. stock market may be at "the top of the 9th" in the market cycle, and that "systemic tail risk" is now upward, meaning systemic factors may drive significant upside in the U.S. stock market.

wallstreetcnMar 18 04:02 ET

Key points of this week's Federal Reserve decision: How far away is the next interest rate cut?

At the Federal Reserve's March meeting, where it is almost certain that there will be no changes, investors may carefully look for a clue: how far is the Federal Reserve from the next interest rate cut? Currently, traders in the interest rate derivatives market expect that the Federal Reserve is likely to cut rates a total of three times this year, with the first cut starting in June.

cls.cnMar 18 00:29 ET

Despite the pressure from weak retail, U.S. stock indices rebounded over two days, but Tesla and NVIDIA declined. Quantum computing stocks continued to rise sharply, and Chinese concept stocks strengthened, with Baidu up 9%.

Tesla closed down nearly 5%, NVIDIA fell nearly 2%; Intel rose nearly 7%; quantum computing stock ARQQ rose 57%; the China Concept Index rose 4%, and Alibaba increased by over 4%. After U.S. retail sales, the two-year U.S. Treasury yield reached a two-week high. The USD briefly approached a five-month low. Crude Oil Product rebounded over two days. Gold futures reached a historic high over three days, having briefly turned to decline during the session.

wallstreetcnMar 17 18:45 ET