A review of the USA economy in 2024: the job market is cooling, but strong Consumer spending supports the "soft landing" narrative.
Driven by robust consumer spending, the USA's economic growth significantly outpaces that of other G7 countries; despite high borrowing costs suppressing housing and manufacturing developments, resulting in a slowdown in hiring activities, the USA economy, supported by strong consumer spending data, is approaching the Federal Reserve's ideal of a "soft landing" for the economy.
Has the valuation of US stocks reached historically extreme levels? Analyst: Investors are overly worried!
① ProShares Advisors strategist Simeon Hyman pointed out that although the current valuation of the USA stock market is high, the low level of market debt reduces the risks associated with high PE ratios, and strong profitability suggests that PE expansion may be rational; ② Overall, Wall Street expects the S&P 500 Index to continue rising next year, with an average Target Price of around 6,539 points by year-end.
Daily Options Tracking | Cumulative increase of over 1600% this year! Quantum computing stock RGTI's options trading is booming; NVIDIA fell 2% last Friday, with multiple put options expiring this Friday earning more than double.
Tesla fell nearly 5% last Friday, with two large Options transactions of tens of millions of dollars, involving amounts of 13.6887 million dollars and 10.8499 million dollars respectively.
Wall Street's "heartfelt resentment" in 2025 is still inflation!
The uncertainty about the future is significant! Concerns from Wall Street regarding persistent inflation are likely to linger.
The three major U.S. stock index futures fell, European stocks were mixed, and Japanese stocks closed with the Nikkei 225 Index rising 19% for the year.
The Europe Stoxx 50 Index fell by 0.46%, the DEGUODAXZHISHU rose by 0.68%, the UK FTSE100 Index fell by 0.36%, and the France CAC40 Index decreased by 0.39%.
The stock market dilemma during the Trump era: high valuations, how to break the deadlock in the next four years?
As President Trump is about to take office, the market faces unprecedented challenges: stock market valuations are high, and whether it can maintain historical average returns over the next four years has become a key issue.