Wolfe's Most Shorted 'Hit List' – FSLR, BE, WBA, SJM
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Barclays Ups Its 2025 Year-end S&P 500 Target to 6,600
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
Election Scorecard: A Look at How Some Major Assets Have Done so Far Since Trump's Win
Trump Picks Hedge Fund Exec Scott Bessent As Treasury Secretary: What President-Elect's Choice Means For America's Economic Future
Wall Street Makes Steady Gains This Week, as Bitcoin's $100K Race Steals Spotlight
Goldman Sachs, the "bull market leader", outlook for 2025: Next year, the USA will be a year of simultaneous rise in stocks and bonds.
Goldman Sachs is bullish on the USA stock market and bonds market in 2025.
Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.
①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.
CFRA Sees S&P 500 Rising to 6,585 in 2025 and Running Into Heightened Volatility
Piper Sandler Highlights Key Support and Resistance Levels for the S&P 500
UBS Upgrades U.S., UK Equity Markets, Downgrades Europe
J.P. Morgan Forecasts Modest Growth in 2025 and Foresees Limited Downside Risks
Ray Dalio's Bridgewater Associates Teams up With State Street to Launch a New ETF
6500 points! Wall Street's 'former big short' firmly calls the US stock market, and provides these investment recommendations.
Morgan Stanley's Chief Investment Officer Michael Wilson has set a target price of 6,500 points for the S&P 500 index by the end of 2025, a 10.3% increase from the current level. Wilson believes that the Fed rate cuts, improving economic growth, and potential deregulation by the Trump administration should make investors bullish on the stock market.
Morgan Stanley Cuts European Stocks View to Neutral With Tariffs, China as Headwinds
Stocks Will Resume Post-election Advance After a 'Needed Easing in Euphoria'
Global Companies With at Least 50% U.S. Revenue Exposure as Trump Eyes Tariffs: BofA
As US bond yields soar, how much longer can the US stock market party last?
Currently, there are no signs of a bear market in the US stock market, but the surging yields on US Treasury bonds may become a turning point for the situation. Bank of America Merrill Lynch states that when the 10-year US Treasury yield exceeds 5%, investors tend to shift from the stock market to the bond market, limiting the rise of US stocks. This yield has climbed by 80 basis points since mid-September, although the bank indicates that the current interest rate risk is manageable.