US Morning News Call | Stock Index Futures Rise Following Volatile Start to Wall Street in 2025
Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!
UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.
2025: Which Dates Should Be Circled on Investors' Calendars?
Wall Street's most optimistic '2025 prediction': US stocks are expected to rise more than 20% for the third consecutive year!
① Capital Economics predicts that the US stock market is expected to achieve a gain of over 20% for the third consecutive year in 2025. If realized, this will be only the second time in history that the US stock market has had three consecutive years of gains exceeding 20%. ② Capital Economics believes that the driving forces for the bull market's continued rise in 2025 will be similar to last year: investors' enthusiasm for AI and the "American exceptionalism".
The 15.92% Average Gain in Inauguration Year: Will Trump's Second Term Echo the Trend?
Express News | USA Initial Jobless Claims 211K Vs 222K Est.; 220K Prior
US Morning News Call | Eyes on Tesla as Delivery Results Are Set to Be Announced
Express News | Nasdaq 100 Futures Rise Over 1% as Major Indices Gain
Goldman Sachs top traders: The performance of the US stock market has been too surprising in the past two weeks; caution is needed in 2025!
The S&P 500 Index closed the year with four consecutive days of decline, marking the longest year-end decline since 1966. Garrett, a top trader at Goldman Sachs, stated that the market performance in the last two weeks of this year deviated significantly from his original expectations, and there are signs that the market will not be calm in the first year of Trump's second term. Goldman Sachs recommends allocating some funds to Gold and protecting against market downturns with 6-month Options.
US Equity Indexes Decline After Midday Tuesday as 2024 Draws to Close
A Time of Both Opportunity and Risk in AI, Says Oppenheimer's Stoltzfus
US Morning News Call | Stock Index Futures Rise Ahead of the Year's Final Trading Session
U.S. Futures Fall, European Stocks Mostly Down
U.S. stocks show signs of "fatigue" at the end of the year; what will happen next year? Experts say the January inflation report may be the key!
① After achieving double-digit growth in the USA stock market in 2024, it showed signs of fatigue towards the end of the year, and a year-end rebound did not occur. Renowned Analyst Gene Munster believes the market is tense and is looking for reasons to retreat; ② he thinks that the inflation report set to be released in January could become a key turning point. In this regard, Wharton School professor Jeremy Siegel also expressed agreement.
January's Must-see Financial Events: CES 2025, Q4 Earnings Season, and Trump's Inauguration Day
Options Market Statistics: MicroStrategy Sells Shares, Buys More Bitcoin; Options Pop
Nasdaq Composite Leads Indexes Lower in Tech Pullback-- WSJ
Express News | Index Futures Have Declined in the Short Term, With Nasdaq Futures Currently Down 1.02%
US Morning News Call | Boeing Drops in Premarket as South Korea Orders Inspection of B737-800 Aircraft
Bank of America warns of "danger signals" for the US stock market: the momentum is too strong, valuations are too high, and a collapse is difficult to avoid!
BofA believes that the combination of Trump's 2.0 policies and the AI revolution has created a new phenomenon that has never been seen since the roaring 2020s. However, while this combination may promote prosperity, it will also amplify the "right tail risks" of 2025, possibly even more than many expect.