Goldman Sachs top traders respond to investors' most pressing question: Global stock markets, should you chase gains or not?
Goldman Sachs' head of hedge fund research Tony Pasquariello stated in the latest report that he still believes the market's main trend is upward, and certainly does not intend to stand in front of the central bank's 'cannons,' however, the market has already priced in much of these. There are two additional factors to pay attention to: earnings season and the US presidential election. China's policies have shifted, marking the beginning of a new trading cycle.
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Is the US stock market still in the early stages of a bull market? Seasoned investors: the future may present a situation of "everything goes up"!
①Senior investor Eric Jackson said that the US stock market may see a situation where "everything is rising", especially technology stocks; ② He pointed out that the current economic growth and interest rate environment are reminiscent of the early stages of the 1982 bull market, which was one of the best-performing bull markets in US stock market history.
ProShares Ultra Russell2000 Declares Quarterly Distribution of $0.1299
Aim at 6000 points! Goldman Sachs: US stocks will face a smooth road after the presidential election, with middle cap stocks holding opportunities.
①Recently, with the boost of interest rate cuts, the bullish trend of US stocks reaching new highs seems unstoppable. Behind this lively performance, many Wall Street giants are clearly happy to add fuel to the fire... ②Goldman Sachs Chief US Stock Strategist David Kostin predicted on Tuesday that once the dust settles from the US presidential election, the US stock market is expected to continue to rise.
Goldman Sachs insiders are calling for continued optimism! Consensus suggests that after the election, the US stock market will continue to rise.
Goldman Sachs' Chief US Stocks Strategist David Kostin stated that once the results of the US presidential election are confirmed, it is clear that the US stocks will continue to rise. He expects the s&p 500 index to trade around 6000 points in a year.
US "initial claims" data hits four-month low, enhancing the Federal Reserve's vision of a "soft landing".
①As of the week ending September 14, the seasonally adjusted number of initial claims for unemployment benefits was 2.19 million, the lowest reported since May 25 this year; ②jefferies financial analyst wrote that although this number has been gradually increasing since the beginning of this year, the growth rate is very moderate and is difficult to be seen as a sign of economic contraction.
A review of Powell's speech: There is no fixed interest rate path, and there is currently no sign of a recession in the US economy.
①Powell said that there are currently no signs of a recession in the US economy, and he does not believe that an economic recession is imminent; ②Powell emphasized that no fixed interest rate path has been set and decisions will be made progressively through meetings.
Wall Street is 'guessing the intention': will it be a 50 or 25 basis point rate cut? The next 12 hours will reveal the answer.
If there is no media report about a 25 basis point interest rate hike before Wednesday, the possibility of a 50 basis point interest rate hike on Wednesday will increase further. The media trend in the next 12 hours is crucial and may ultimately determine market pricing.
'Wall Street Bear' speaks out: Harris' tax reform plan could be the financial terminator, and economic recession cannot be avoided!
Paulson recently stated that if Democratic presidential candidate Harris implements the proposed tax plan, the financial markets will collapse and the economy will enter a recession. Earlier this year, insiders revealed that if Trump wins the election this year, he will recruit Paulson as Secretary of the Treasury.
Bank of America: U.S. stock market momentum will be limited until the direction of U.S. employment becomes clear.
Bank of America strategist stated that the stock market may trade sideways and fluctuate before clear signs of weakness or strength in US employment data are shown.
Has the pullback in the US stock market ended? Deutsche Bank raised its target price for the s&p 500: three major bullish factors support the US stock market to reach new highs.
Deutsche Bank has raised its year-end target for the S&P 500 index from 5500 points to 5750 points, citing increased stock buybacks, strong corporate earnings, and strong inflow of funds driven by strong risk preferences. According to Deutsche Bank analysts, the recent two-month period of volatile pullback in the US stock market is now basically over, and the US stock market will continue to rise in the future.
Put signals are flashing! The U.S. stocks rebound, but panic is gradually rising in the $9.5 trillion ETF market.
As anxiety intensifies, the volume of the largest inverse ETF increases.
US stocks rebounded, shocking Wall Street! This week's focus will shift to the "Hart's first debate" and CPI data.
①After last week's sharp drop in US stocks triggered by economic concerns, a new wave of bottom-buying stimulated a rebound in the stock market on Monday; ②Looking ahead to this week, traders are closely watching the US inflation data scheduled for release on Wednesday, in search of clues on the scale of the Fed's interest rate cuts; ③In addition, the first presidential debate between Harris and Trump on Tuesday night also attracted the attention of many industry insiders.
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Peering Into Vaxcyte's Recent Short Interest
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GIC's Asian investments have reached a 10-year low, while assets in the USA and Europe are trending upwards.
Jaensubhakij pointed out that the currency fluctuations in the Asian region, including the significant depreciation of the Japanese yen, is also one of the reasons for its relatively low proportion of assets in Asia.