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.
After being pessimistic about the US stock market, Wall Street faces a collective "slap in the face" in 2024.
In 2024, stock prices not only did not lose momentum, but continued to soar.
Will the "Fateful Eight" Stocks Outperform the "Magnificent Seven" in 2025?
Weekly Buzz: So far, Santa is Letting us Down
Federal Open Market Committee Gets Four New Voters. How They Lean on Rates
Santa Claus Rally in Jeopardy This Year
With a long bull market in technology stocks, it has become more difficult for US active funds to outperform the index!
West Securities released a Research Report indicating that under the long bull market of USA Technology stocks, the difficulty for USA active Funds to outperform the market Index has actually increased. Over 70% of active Funds have a lower allocation ratio of Technology stocks compared to the S&P 500 ETF and do not beat the total return Index of the S&P 500.
S&P 500 Could Hit 7,000 in 2025 on Productivity Growth, Steady Demand, Yardeni Says
Stocks Tumble As Traders Rethink Santa Rally, Crude Tops $70, Bitcoin Slips To $94,000: What's Driving Markets Friday?
Express News | Major Indexes Are Lower Amid Weakness in Tech Stocks
Stocks Slip in Morning Trading -- WSJ
Trump Could Make M&A Great Again, Key Stocks for Gains
Trump 2.0 vs. Trump 1.0: Outlook for Major Assets Performance
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Friday as Markets Sluggishly Move to Year-End
US Morning News Call | Apple Hits Record High with 5-Day Rally, Market Cap Nears $4 Trillion