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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 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%.
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Wall Street hotly debates the two-year bull market of US stocks: crossed the mountain, the road is not over yet
①The current bull market in the US stock market began after the market crash in October 2022, and it has been exactly two years since then; ②Currently, Wall Street strategists interviewed by the media generally believe that unless there is an unexpected impact, the bull market in the US stock market is still expected to continue to run wildly.
The 'miracle' of the continuous record highs in the US stock market: Wall Street is in a panic but keeps buying non-stop.
①If people take a simple glance at the current USA market, what undoubtedly comes into view is a healthy picture; ②The s&p 500 index has just set the 45th historical high of the year, corporate bonds still showing no worrisome signs, while csi commodity equity index continues to rise under the optimistic sentiment of the global economy; ③However, after a deeper study, the outlook will quickly appear somewhat dim.
Stay vigilant, Goldman Sachs' top traders say they are expecting a "turmoil for the next month," the USA economy may not land.
Goldman Sachs hedge fund research director Pasquariello mentioned some key market variables, stating that Goldman Sachs' baseline forecast is for the Fed to cut rates by 25 basis points each at the remaining two meetings this year; hedge funds bought heavily last week after selling US technology stocks for five consecutive months, and bought even more rapidly this week, as the technology sector is about to enter the earnings season; the tense situation will continue until the results of the US presidential election in November are clear.
