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.
Are investors overthinking the risks posed by excessively high valuations in the US stock market?
Analysts point out that a lower leverage ratio can reduce the risks associated with a high PE.
Is the "Seven Giants" outdated? The new slogan in the U.S. stock market is: BATMMAAN.
① With Broadcom's rise this month, it seems there is a new slogan in the U.S. stock market: BATMMAAN! ② The eight individual stocks covered by BATMMAAN, arranged alphabetically by their initials, are: Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Alphabet, and NVIDIA.
The focus of the AI craze has shifted from Semiconductors to Software, will Palantir and Salesforce continue to soar in 2025?
In 2025, there will be a significant shift in AI narratives, which is a huge Bullish for the two Stocks.
How Long Will the "Trump Bump" for the Stock Market Last? Here's What History Shows.