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.

wallstreetcn34minutes ago

Trading reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close three hours early on Friday.

November 28 (Thursday) is the Thanksgiving holiday in the usa, and the US stock market will be closed for one day. November 29 (Friday) is the day after Thanksgiving, and the US stock market will close three hours early.

Zhitong Finance03:36 ET

The bull market continues! Morgan Stanley projects that the US stock market will reach 6,500 points by the end of 2025, with a focus on quality cyclical stocks.

Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.

wallstreetcn02:59 ET

Forex Today: Market Focus Shifts to US Data Dump Ahead of Thanksgiving Holiday

FXStreet02:02 ET

US Core PCE Inflation Set to Hold Steady, Raising Doubts on Further Federal Reserve Rate Cut

FXStreet02:00 ET

The strong upward trend of U.S. stocks has sparked a wave of IPO recovery, bringing new hope to private equity.

The return of private equity-backed initial public offerings (IPOs) to the United States is expected to make a comeback.

Zhitong Finance01:53 ET