Goldman Sachs remains bullish on US stocks: overall environment favorable for risk assets by the end of the year!
①Goldman Sachs analyst said that due to the risk preference sentiment supported by the economy, investors should favor stocks over bonds; ②The analyst stated that as long as the economy avoids recession, Fed rate cuts often support risks.
Bull market in US stocks is not over! UBS Group is bullish: s&p 500 is expected to rise to 6400 points by the end of next year.
①Ubs Group's global research raised the year-end target price of the s&p 500 index from the previous estimate of 5600 points to 5850 points on Tuesday, citing corporate profit growth, favorable macroeconomic conditions, and rate cuts by the Federal Reserve; ②Ubs Group also raised the target price of the s&p 500 index at the end of 2025 from the previous estimate of 6000 points to 6400 points.
Daiwa: Strengthening of the US dollar may threaten the rise of US stocks.
morgan stanley's chief U.S. stocks strategist Michael Wilson said that the strengthening of the U.S. dollar may be one of the few obstacles threatening the rise of U.S. stocks.
Wall St Halts Rally as Nvidia, ASML Getting Crushed
Bull market under stable interest rates: Why has the US stock market continued to rise over the past two years?
The s&p 500 index hit its 46th all-time high this Monday, with a year-to-date increase of 21.9%.
By the end of the year, the S&P is far above 6,000 points! Goldman Sachs fund flow experts have called for the cancellation of the US stock sell-off.
Since 1928, the s&p 500 has had an average roi from October 15 to December 31 of 5.17%. In election years, the s&p's average roi for these two and a half months reaches 7.04%. Based on the closing price of this Monday, the s&p will rise to 6270 points by the end of the year. The US stock market is entering a positive trading environment: after October 25, the largest buyers in the US stock market will have their buybacks 'unlocked'; before Halloween, the largest sellers in the US stock market mutual funds are gradually exiting, with over 1.8 trillion US dollars in mutual funds all ending this fiscal year in late October.
Jason Becker : Excellent read. I agree. Max greed + geo political tension and hurricane destruction