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Consumer Confidence Survey's March Decline Adds to Evidence of Poor Sentiment
Express News | Trump: Doesn’t Want ‘Too Many’ Exceptions in Tariff Push
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.
Has the recent decline in the US stock market ended? The USA investment bank says "yes," while the Europe investment bank says "not necessarily"!
UBS Group expects the S&P 500 Index may fall to 5,300 points, while HSBC has downgraded its rating on the USA stock market. In contrast, JPMorgan and Morgan Stanley believe the worst period is over, and the market will rebound. This divergence stems from uncertainties regarding Trump's tariff policy, economic growth, and inflation trajectory.
Is the storm in the U.S. stock market not far away? UBS Group: The shadow of Trump has not dissipated, and the S&P 500 is expected to fall another 8%.
① Recent stabilization and rebound of US stocks, but UBS Group chief strategist Bhanu Baweja believes that weak Consumer in the USA will lead to a further 8% drop in the S&P 500 Index; ② The Consumer confidence index in the USA fell to a four-year low in December, supporting Baweja's viewpoint that Indicators such as employment expectations, spending prospects, and consumer confidence are sending warning signals.
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.
