Bank of America warns of "danger signals" for the US stock market: the momentum is too strong, valuations are too high, and a collapse is difficult to avoid!
BofA believes that the combination of Trump's 2.0 policies and the AI revolution has created a new phenomenon that has never been seen since the roaring 2020s. However, while this combination may promote prosperity, it will also amplify the "right tail risks" of 2025, possibly even more than many expect.
What to Expect in the Week Ahead (Pending Home Sales, Initial Claims and Manufacturing Data to Guide Markets)
How Long Will the "Trump Bump" for the Stock Market Last? Here's What History Shows.
The U.S. stock market bull market cannot be stopped? Societe Generale's big short is singing a different tune: the celebration is about to end, and it's time to exit.
Albert Edwards, a bear from Industrial Bank of France, warned that the end of the yield curve inversion and high expectations for the Technology Industry may indicate that the stock market frenzy in the U.S. is about to come to an end.
The best-performing major Assets in 2024 will be: Bitcoin, Gold, US stocks, and Chinese long-term bonds.
Huatai Fixed Income states that the leading Assets in 2024 will include Bitcoin, Gold, US stocks, and China long-term bonds, while lagging Assets will include domestic Commodities, Euros, and Crude Oil Product. From the perspective of the Industry and individual stocks, the leading Assets are backed by long-term trends such as changes in the AI Technology Industry Chain, China's emotional Consumer chain, and safe-haven Assets in an uncertain environment.
A review of the USA economy in 2024: the job market is cooling, but strong Consumer spending supports the "soft landing" narrative.
Driven by robust consumer spending, the USA's economic growth significantly outpaces that of other G7 countries; despite high borrowing costs suppressing housing and manufacturing developments, resulting in a slowdown in hiring activities, the USA economy, supported by strong consumer spending data, is approaching the Federal Reserve's ideal of a "soft landing" for the economy.
Lx02134 : i called to 227, hopefully it will print