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What to Expect in the Week Ahead (Earnings from AVGO, COST; Trump Tariffs; February Jobs)
Wall Street's outlook on the future of US stocks: defense will become mainstream, past winners have been abandoned.
① In February, the US stock market experienced significant volatility, with investors selling stocks due to signs of economic weakness, impacting technology stocks particularly hard; ② An Interactive Brokers strategist stated that investors are concerned that the pace of economic slowdown will exceed the Federal Reserve's response speed, leading many to reduce their stock holdings or shift to Cash / Money Market; ③ Another Analyst believes that the softness of the US economy combined with the Federal Reserve's decision to maintain interest rates suggests a focus on Consumer staples or the utility sector.
Global funds are focused on China and the United States! With the national two sessions, Trump's speech, and the non-farm payroll attracting everyone's attention, how will the global stock markets play out?
In the first trading week of March, a series of significant events and important economic data emerged, drawing the attention of global investors to China and the USA, the two superpowers.
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