Trump 2.0 is coming! As the US stock market soars, analysts warn: "Bearish" should not be ignored.
①After the outcome of the USA election has been determined, the three major stock indexes in the USA hit historic highs; ②Wall Street analysts say that based on Trump's previous promises of tax cuts and relaxed regulations among other positions, there may be a more positive prospect for growth policies for USA companies. ③However, analysts also warn that the long-term bearish threat of Trump 2.0 on the USA stock market still exists.
Year-end rebound has already begun! Trump has completely ignited Wall Street sentiment, various funds will flock to buy US stocks.
Trump's victory in the presidential election caused the stock market to soar, issuing a buy signal for rule-based investment funds, adding momentum to the rise in the stock market.
Wall Street consensus: U.S. stocks can soar again "wildly" before the end of the year, just waiting for the results of the election to be announced!
①Wall Street strategists predict that the results of the usa election will set the foundation for a stock market rebound; ②Jefferies financial strategist said, the stock market weakness in the week before the vote is usually a sign of strong performance in the following month, and last week's plunge may be a call signal.
Goldman Sachs top traders: 'Fasten your seat belts' on election day, any clear outcome will greatly impact US stock market volatility.
Goldman Sachs hedge fund research director Pasquariello said that in recent weeks, the trading community has significantly reduced risks, with substantial reductions in positions in the macro area, most notably in the position of US interest rates; if investors quickly catch up with the market trends brought by the initial election results, he will closely monitor the bond market.
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.
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.
For a decade, the US stock market's 'passive rise' has brought about what changes to the market?
Goldman Sachs stated that looking at the US stocks as a reference, the real estate industry has the highest passive holding proportion, while the energy industry has the lowest. The passive holding proportion of large-cap stocks is relatively small, and the impact of passive holding on the s&p 500 index stock trend is not significant. s&p 500 index stocks with high passive holdings do not consistently outperform stocks with low passive holdings.
The USA election vote is imminent, and the market is facing a huge shake-up! Traders are all adopting a wait-and-see attitude.
Traders are discussing various possibilities of the USA election, constantly checking the latest polls and trends in the gambling market, in order to predict whether the Republican Trump or the Democrat Harris is leading, and what this means for their asset allocation.
Stay put or cut interest rates as planned? Tonight's PCE will add fuel to the direction of next week's Fed decision.
The latest performance of the inflation index favored by the Federal Reserve is about to be released, the US Department of Commerce will release the US September Personal Consumption Expenditure Price Index (PCE) tonight, a key data disclosed before the Fed's interest rate decision next week.
Is there a hidden mystery in the US stock earnings conference? Bank of America: A key word frequently appearing sends a major bullish signal.
①As the third financial reporting season of the US stock market continues, more than one-third of US stock companies have already released their third-quarter financial reports; ②Bank of America has conducted a detailed analysis of the wording used by executives of US stock companies during the third quarter earnings conference calls, and has interpreted a significant signal: US stock company profits will increase significantly in 2025.
Proshares Trust Pshs Ulshrus2000 (Post Rev Split) To Carry Out 1-for-5 Reverse Stock Split On November 7th, 2024
Four major historical lessons from the trade of the USA presidential election.
Deutsche Bank believes that the market performance after Donald Trump's unexpected election in 2016 will not be repeated, and the US stock market may face challenges due to controversial election results. If the new president cannot control either house of Congress, it will affect the implementation of future agendas. In addition, polling errors have a ripple effect and are not necessarily accurate.
Goldman Sachs predicts that the future 10-year ROI of US stocks will be as low as 3%, which has been refuted by many Wall Street professionals.
At present, there is no reason to believe that, with the passage of time, the economy and the market will face insurmountable challenges. Long-term gaming remains undefeated, and long-term investors can expect this momentum to continue.
Goldman Sachs 'sings a different tune'! Wall Street bulls: It's unlikely that the US stock market will fall into a 'lost decade'.
①Goldman Sachs predicts that after experiencing a high-growth period in the past decade, the US stock market will face a "lost decade"; ②Long-time Wall Street bull Ed Yardeni believes that Goldman Sachs's prediction of low returns for the US stock market in the next ten years is too conservative; ③He believes that the next decade will see a stock market prosperity similar to the "roaring twenties".
Citic Securities: U.S. stocks rise to exhaust optimism, beware of liquidity turning downward beyond expectations.
With the outcome of the election settled and bullish factors already reflected, and with liquidity continuing to shrink, the risk of a pullback in the US stock market is increasing.
The important driver of the continuous rise of the "anchor of global asset pricing": Fed officials calling for a "hawkish rate cut".
Daly said that as the inflation rate continues to decline, the Fed needs to make adjustments; other Fed officials generally expressed support for slowing the pace of rate cuts rather than continuing the extraordinary pace of up to 50 basis points in September.
Top economists warn of the risk of a sharp drop in US stocks and suggest investing this way...
①Top economists warn that the stock market in the usa is experiencing a bubble and there is a risk of a significant drop; ②He advises investors to pay attention to several key sectors and to add 'a dose of insurance' to their investment portfolios.
Are the fluctuations in the US stock market intensifying before and after the election? Wall Street technical analyst: US stocks may have a short-term pullback of 7%.
①With the gradual approach of the USA presidential election, the market is paying more attention to the recent volatility risks of the US stock market; ②Recently, according to the technical analyst Mark Newton of Fundstrat, purely from a technical analysis perspective, there is a possibility of a 7% pullback in the US stock market by mid-November.
Goldman Sachs remains bullish on US stocks: overall environment favorable for risk assets by the end of the year!
①Goldman Sachs analyst said that due to the risk preference sentiment supported by the economy, investors should favor stocks over bonds; ②The analyst stated that as long as the economy avoids recession, Fed rate cuts often support risks.
Bull market under stable interest rates: Why has the US stock market continued to rise over the past two years?
The s&p 500 index hit its 46th all-time high this Monday, with a year-to-date increase of 21.9%.