Goldman Sachs 'sings a different tune'! Wall Street bulls: It's unlikely that the US stock market will fall into a 'lost decade'.
①Goldman Sachs predicts that after experiencing a high-growth period in the past decade, the US stock market will face a "lost decade"; ②Long-time Wall Street bull Ed Yardeni believes that Goldman Sachs's prediction of low returns for the US stock market in the next ten years is too conservative; ③He believes that the next decade will see a stock market prosperity similar to the "roaring twenties".
Paul Tudor Jones on Inflation Hedges: Long Gold, Bitcoin, Commodities
Citic Securities: U.S. stocks rise to exhaust optimism, beware of liquidity turning downward beyond expectations.
With the outcome of the election settled and bullish factors already reflected, and with liquidity continuing to shrink, the risk of a pullback in the US stock market is increasing.
Paul Tudor Jones Sees Treasury Selloff, With Debt to Soar Under Either Trump or Harris
Traders Conflicted Over Fed Monetary Policy Path, With Some Skepticism Over Rate Cuts
The important driver of the continuous rise of the "anchor of global asset pricing": Fed officials calling for a "hawkish rate cut".
Daly said that as the inflation rate continues to decline, the Fed needs to make adjustments; other Fed officials generally expressed support for slowing the pace of rate cuts rather than continuing the extraordinary pace of up to 50 basis points in September.
