FOMC Likely to Cut Rates by 25bps
Higher for Longer? 2025 Wall Street's Projection for the S&P 500
The Fed's Game Plan on Interest-Rate Cuts Keeps Shifting
The candidate successor for the 'Wall Street big brother': The FED will lower interest rates this week, and 'Trump 2.0' has a milder impact on inflation!
1. A senior executive from JPMorgan stated that investors have reasons to be optimistic about 2025 and commented on the "Trump 2.0" policy and the prospects of Federal Reserve interest rate cuts. 2. She expects the Federal Reserve to cut rates for the third consecutive time this Wednesday to shift towards a loose monetary policy while avoiding an economic recession.
What to Expect in the Week Ahead (MU, ACN, FDX Earnings; FOMC Decision)
Wall Street's “last bear” Stifel: U.S. stocks will fall to 5,000 points by the end of 2025.
① Barry Bannister, the chief investment strategist at Stifel, one of the few bears on Wall Street, expects that U.S. stocks will be below current levels by the end of 2025; ② Bannister believes that persistently high inflation may prompt the Federal Reserve to maintain high interest rates, impacting the stock market's upward momentum; ③ In contrast, other strategists are focusing on the trajectory of economic growth rather than the extent of interest rate cuts.
