The Economy Grew Rapidly in the Past 2 Years. Can It Keep It up Under Trump 2.0?
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.
Rare! Federal Reserve officials directly comment on the market: valuations are too high, making a significant drop likely.
This statement reminds one of Greenspan's warning about "irrational exuberance" in 1996, four years before the Internet Plus-Related bubble burst.
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.
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.
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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.
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