The USA election day is approaching, the global market is holding its breath, Wall Street has entered a 'state of alert'!
The next steps of the US stock market depend on who wins the White House?
Facing the impact of election day: the usa stock, bond, and currency markets are entering a 'battle state'!
①As the polls continue to show intense competition in the usa presidential election, on the first trading day of the "super week" entering the election and the Fed interest rate decision, US stocks, the US dollar, and US Treasury yields have all fallen; ②At the same time, traders in various cross-asset fields have already entered the final preparation mode before election day...
The U.S. Elections Will Impact the Direction of History. What Else to Watch Beyond the Presidential Race?
Taking history as a lesson: After the ultimate two options for the U.S. president, where will the U.S. stock market go?
①Taking a lesson from history, the USA stock market usually rises after a presidential election, but investors need to be prepared for some short-term fluctuations first; ②This means investors should not expect the USA stock market to immediately rise on Wednesday or the following days.
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What will happen to the U.S. stock market with all kinds of outcomes tomorrow? This is goldman sachs's answer.
Goldman Sachs believes the most likely outcome is Harris's election with a divided Congress (40% probability), long-term growth/nasdaq/wind power/china/global export themes will outperform large cap, defensive stocks are better than cyclical stocks.
U.S. stocks will continue to bull run! Goldman Sachs: Driven by FOMO, the s&p 500 is expected to reach 6100 points by the end of the year.
① Morgan Stanley's Chief US Stock Strategist Mike Wilson believes that the s&p 500 index may continue to rise in the final stage of 2024; ② He expects the s&p 500 index to rise to a high of 6100 points; ③ However, Wilson also warns that, due to the lack of clear catalysts, this enthusiasm may fade with the arrival of 2025.
11/5 [Strengths and Weaknesses Materials]
[Bullish and Bearish Factors] Bullish factors include Chicago Nikkei futures rising (38375, +255 compared to Osaka), USA crude oil futures rising (71.47, +1.98), decrease in USA long-term interest rates, expectations of inflation stabilization in the USA, active share buybacks, and a request from the Tokyo Stock Exchange for improving corporate value. Bearish factors include the Nikkei Average declining (38053.67, -1027.58), the NY Dow Jones Industrial Average falling (41794.60, -257.59), the Nasdaq Composite Index dropping (18179.98, -59.93), and 1 dollar equals 152 yen.
Election-Week Fed Meeting Won't Give Markets the Roadmap They Want
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
Monday Market Moves Sideways, Election and FOMC in Sight | Wall Street Today
No matter who becomes president, goldman sachs trading department: regardless of the outcome, CTA will sell stocks this week.
Last week, CTA has already sold $8 billion worth of global equity. goldman sachs trading department predicts that in the market's decline, the E-mini s&p 500 index will experience an outflow of $11.2 billion, and will have an outflow of $0.94 billion in the case of an increase.
Will the US stock market hit a new high after the election? Goldman Sachs: FOMO mentality helps, S&P is expected to reach 6100 points by the end of the year.
Morgan Stanley's Chief US Stock Strategist Wilson predicts that the S&P will reach a highest of 6100 points by the end of this year, equivalent to a 6.5% increase compared to last Friday's close. At the same time, he warns that due to the lack of clear catalysts, the enthusiasm of the US stock market may fade as 2025 approaches. He believes that the most favorable outcome for the stock market is Trump's re-election and a divided Congress, as markets favor uncertainty.
Monday Market Mixed Before Crazy, Pivotal Week | Live Stock
jpmorgan warns: if Trump wins on Wednesday, the Fed may pause the easing cycle as early as December.
Analyst David Kelly expects that the policies of the Trump administration will expand the fiscal deficit, leading to increased inflation, which may cause the Federal Reserve to pause rate cuts. If Harris wins, the Federal Reserve will maintain an accommodative stance.
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US Election Countdown: What to Expect on Election Night?
How will the stock market perform after the US presidential election? Goldman Sachs and Morgan Stanley reached a consensus: It depends on the 'mood' of US bond yields.
Strategists unanimously believe that the yield on US bonds will determine the direction of the US stock market after Tuesday's election.