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March opened with a downturn! Wall Street is completely panicked: will there be three interest rate cuts this year?
① A sell-off tsunami has flooded the U.S. stock market, with a rush of safe-haven investments pouring into U.S. Treasuries; ② For Wall Street traders, although it is only the first trading day of March, they seem to have been 'dazed' by a fierce wave of stock market sell-offs...
Wall Street Tumbles As Trump Announces 25% Tariffs, Manufacturing Data Weakens
Worried about the deterioration of the USA economy, Goldman Sachs' chief U.S. equity strategist stated that each rebound of the S&P 500 may be temporary.
David Kostin believes that the current positioning level of the S&P 500 Index is still insufficient to trigger a "tactical rally due to low positioning." To completely reverse the recent weakness in the stock market, the outlook for economic growth in the USA must improve.
US Morning News Call | Trump Names Five Cryptocurrencies in Strategic Reserve
Wall Street's outlook on the future of US stocks: defense will become mainstream, past winners have been abandoned.
① In February, the US stock market experienced significant volatility, with investors selling stocks due to signs of economic weakness, impacting technology stocks particularly hard; ② An Interactive Brokers strategist stated that investors are concerned that the pace of economic slowdown will exceed the Federal Reserve's response speed, leading many to reduce their stock holdings or shift to Cash / Money Market; ③ Another Analyst believes that the softness of the US economy combined with the Federal Reserve's decision to maintain interest rates suggests a focus on Consumer staples or the utility sector.
Global funds are focused on China and the United States! With the national two sessions, Trump's speech, and the non-farm payroll attracting everyone's attention, how will the global stock markets play out?
In the first trading week of March, a series of significant events and important economic data emerged, drawing the attention of global investors to China and the USA, the two superpowers.
