The Economy Grew Rapidly in the Past 2 Years. Can It Keep It up Under Trump 2.0?
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.
Stocks Appear 'Rate Sensitive Once Again' as Bond Yields Press Higher
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.
Risk appetite has quietly warmed up, with high-risk stocks outperforming the S&P 500 Index.
Investors are pouring into the highest-risk areas of the USA Stocks, bringing a significant boost to stocks that performed poorly last year.
Stock Futures Tick Higher After S&P 500 Posts Second Straight Winning Day
