Hawkish or Dovish? Exploring Clues from FOMC Minutes and Upcoming Economic Data
The new treasury secretary of the usa has long had dealings with the Federal Reserve? Bowers had a complete victory over Powell back then.
① If looking back at the investment records of the past few years, Baird may have already had "encounters" with the Federal Reserve; ② In 2022, regarding the prediction of high inflation, Baird can be said to have "completely outperformed" Federal Reserve Chairman Powell.
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11/28 [Strong and Weak Materials]
[Bullish and Bearish Factors] Bullish factors: VIX index remains unchanged (14.10, 0) ; US long-term interest rates are declining ; Active share buybacks ; Requests from the Tokyo Stock Exchange for enhanced corporate value. Bearish factors: Nikkei average is down (38134.97, -307.03) ; Dow Jones Industrial Average is down (44722.06, -138.25) ; NASDAQ Composite Index is down (19060.48, -115.10) ; 1 dollar = 151.00-10 yen ; Chicago Nikkei futures are down (37810, -290) ; SOX index is down (48.
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jpmorgan: The US stock market will continue to lead the global market next year.
① So far this year, the s&p 500 index, as the benchmark index, has risen by 26%, reaching new historical highs several times; ② After Trump's election victory, investor preference for usa assets has further strengthened, as traders expect his policies to exacerbate global trade tensions.
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Beware of inflation rising again! Goldman Sachs outlook for global investment in 2025: US stocks are too expensive and under-allocated, gold remains the best hedge option
Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.