RBC Sees Bigger Gains for US Equities as Bulls Fade
U.S. Stock Market Outlook | The three major Futures indices are rising, with Nasdaq Futures up over 1%. AI chip stocks and Robot Concept are strong in pre-market trading, Taiwan Semiconductor is up nearly 5% hitting a new high, and KITT surged over 60%.
Goldman Sachs: Currently expected that the Federal Reserve will cut interest rates by 75 basis points this year, lower than the previously expected 100 basis points; Trump 2.0 raises inflation concerns, traders are Bearish on this year's USA bond market outlook; two Federal Reserve officials have expressed hawkish views: the fight against inflation has not yet achieved victory.
Morgan Stanley strategists warn that the U.S. stock market will be quite "challenging" in the next six months!
Morgan Stanley strategists pointed out that the surge in U.S. bond yields and the strengthening of the dollar will impact U.S. stocks, and 2025 will be a year of "ice and fire."
The market is on the verge of collapse, U.S. Treasury long-term yields have reached new highs, and the Federal Reserve's hawkish stance has led to upward pressure on interest rates.
The yield on 30-year Bonds in the USA has risen to its highest level since the end of 2023, due to the instability in the USA Treasury market, and this week will see the issuance of 119 billion dollars in new government debt.
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
Report of Easing Trump Tariff Plan Sends Dollar Tumbling, Foreign Stocks Higher