China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.

①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.

cls.cnNov 25 21:18 ET

Is the high valuation holding steady for U.S. stocks in Q3 earnings?

S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.

wallstreetcnNov 25 04:52 ET

Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!

①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.

cls.cnNov 25 03:22 ET

Trump Picks Hedge Fund Exec Scott Bessent As Treasury Secretary: What President-Elect's Choice Means For America's Economic Future

BenzingaNov 23 01:33 ET

Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!

Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.

wallstreetcnNov 22 00:03 ET

Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.

①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.

cls.cnNov 21 22:10 ET