Bank of America: The amount of Cash held by investors has sharply decreased; it is time to sell American stocks!
The latest Fund manager survey from Bank of America shows that investors' Cash holdings have dropped to a record low, which coincides with a significant peak in risk Assets.
Will the Federal Reserve pause interest rate cuts in 2025? Investment banks say strong economic growth is key to the US stock market! Four types of Stocks may benefit.
In the early hours of December 19 (this Thursday), the Federal Reserve will announce its decision from the December interest rate meeting. Some Analysts believe that further rate cuts by the Federal Reserve could have negative consequences.
How much more can the Federal Reserve cut interest rates? There are five questions that need to be clarified first!
The resilience of the USA economy and Trump's potential inflationary policies mean that the Federal Reserve needs to be cautious in reducing interest rates...
Allianz Investment: The USA economy is expected to achieve a soft landing, and US stocks still have attractiveness.
Allianz Investment released its 2025 market outlook report, stating that as the USA election yields a decisive result, the outlook for risk Assets appears positive. The economies of the USA and globally are expected to achieve a soft landing, but future volatility may be lurking.
Wall Street is speculating how many times the Federal Reserve can lower interest rates next year, but there are still traders who are not buying this.
① Many institutions on Wall Street currently believe that the Federal Reserve will likely significantly slow down the pace of further easing next year, opting instead for a more gradual and cautious tone. ② However, it is quite interesting that, in this overall market context, some interest rate traders do not seem to be fully convinced.
The NASDAQ 100 Index undergoes another major adjustment, and the weight of Technology giants may be further reduced.
Technology giants were once removed from the NASDAQ 100 Index due to their large scale, and now, with the rebalancing of this benchmark index, these giants may face the fate of being adjusted again.