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December Central Bank Rate Cuts Take 2024 Easing Push to Historic Level
Rare! Federal Reserve officials directly comment on the market: valuations are too high, making a significant drop likely.
This statement reminds one of Greenspan's warning about "irrational exuberance" in 1996, four years before the Internet Plus-Related bubble burst.
Morgan Stanley CIO: The US stock market will experience "ice and fire" in 2025, with a difficult start in the first half of the year!
1. Michael Wilson, Chief Investment Officer of Morgan Stanley, stated that the challenges faced by US stocks in the first half of the year are greater, as the surge in bond yields and the strengthening dollar pose risks to the stock market. 2. He pointed out that the correlation between the S&P 500 Index and US Treasury yields has turned into a "decisive negative correlation," a divergence that has not been seen since last summer.
The Economy Grew Rapidly in the Past 2 Years. Can It Keep It up Under Trump 2.0?
China Securities Co.,Ltd.: The future trends of the US stock market depend on the sustainability of the Technology revolution driven by AI.
The underlying logic of the Reagan cycle is to suppress inflation with tight MMF, stimulate growth with loose regulation, and ultimately create a cycle of "economic growth - strong dollar - strong U.S. stocks" in growth, liquidity, and Assets.
Consumer Cos Up Ahead of Jobs Data -- Consumer Roundup
TokenSleep : Love your content brotha....and the cats
你老味 : Today's meeting will increase significantly.