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Goldman Strategist Says 2025 Equity Outlook Is Complicated
No One Is Talking About a Recession. 4 Red Flags for Markets to Watch
What is the likelihood of the USA declaring a national emergency and imposing tariffs?
CITIC SEC believes that Trump may threaten other countries by declaring a national emergency to push the USA towards achieving its political goals, but the probability of this initiative being implemented is relatively low.
Goldman Sachs' Hatzius on US Inflation, Trade Tariffs, Chinese Equities
Will the US stock market change? The world's largest public Fund: only recommends allocating 38% of the investment portfolio to the stock market.
① The world's largest mutual fund, Vanguard, recently advised that in the face of rising stock prices and the increasingly unlikely expectation of further rate cuts by the Federal Reserve, people should adopt a defensive strategy focused on Bonds. ② Vanguard released a key model that currently calls for financial advisors and certain wealthy individual investors to allocate 38% of their portfolios to Stocks, with the remainder allocated to fixed income Assets.
A Juiced-up Economy Is Good News, Right? Not If Inflation Reignites. That's the Worry Now