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.
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.
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