What will happen to the US stock market and economy in 2025? Research companies warn: the more optimistic, the more dangerous!
BCA Research warns that investors' optimism regarding the USA economy and stock market in 2025 may lead to results falling short of expectations, as 'animal spirits' could drive up inflation, ensuring that interest rates remain high for a longer period. The company also stated that extreme optimism about the USA economy decreases the likelihood of an acceleration in growth for the USA economy in 2025.
The "danger signals" in the US stock market: Why did hedge funds suddenly sell off?
Hedge funds have continuously net Sold USA Stocks for the past five Trading days, with the selling pace being the fastest in over seven months. Goldman Sachs believes this could be an important warning signal for investors.
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.
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.
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
U.S. Stocks Rise Behind Chip Makers -- Market Talk
Express News | Trump Refutes Washington Post Article Saying He Might Scale Back Tariff Plans
RBC Sees Bigger Gains for US Equities as Bulls Fade
US Morning News Call | Investors Anticipate NVIDIA Stock Surge Ahead of CES
What to Expect in the Week Ahead (FOMC Minutes; Non-Farm Payrolls)
Short Sellers Down $180.9B in 2024 Mark-to-market Losses as Wall Street Soars
Wall Street Posts Weekly Loss as It Transitions Into New Year After Banner 2024
Ned Davis Warns It May Cut Exposure to US Equities After Selloff
US Manufacturing Measure Edged Higher at End of Last Year
US Morning News Call | Stock Index Futures Rise Following Volatile Start to Wall Street in 2025
S&P 500's Returns on First Trading Day of a Year Poor Barometer for Annual Performance
Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!
UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.
2025: Which Dates Should Be Circled on Investors' Calendars?
Wall Street's most optimistic '2025 prediction': US stocks are expected to rise more than 20% for the third consecutive year!
① Capital Economics predicts that the US stock market is expected to achieve a gain of over 20% for the third consecutive year in 2025. If realized, this will be only the second time in history that the US stock market has had three consecutive years of gains exceeding 20%. ② Capital Economics believes that the driving forces for the bull market's continued rise in 2025 will be similar to last year: investors' enthusiasm for AI and the "American exceptionalism".
The 15.92% Average Gain in Inauguration Year: Will Trump's Second Term Echo the Trend?