The first "non-farm payroll night" of 2025: Will the first data shock wave of the new year arrive?
① The U.S. Department of Labor will release the non-farm employment data for December tonight at 21:30 Beijing time. ② Against the backdrop of the U.S. 10-Year Treasury Notes Yield heading towards five, which serves as the 'anchor for global asset pricing,' the impact of tonight's data on the global market will undoubtedly be significant...
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Goldman Sachs warns that the total return of the S&P 500 Index over the next decade may be only 3%.
On January 10, Gelonghui reported that Goldman Sachs Analyst Peter Oppenheimer issued a warning, suggesting that the recent strong rebound in U.S. stocks has led to valuations in the stock market approaching perfect levels. He believes that the ideal profit environment for U.S. stocks may not last long as investors are digesting rising yields on Bonds, inflated valuations, and uncertainties regarding further interest rate cuts. Although the stock market is expected to rise further within the year, mainly driven by earnings, it will increasingly be vulnerable to further increases in Bond yields and disappointing economic data or earnings growth. He stated that the high valuations in Stocks may limit future growth.
Impending non-farm payrolls! The strong dollar is hard to shake, will the rise of Gold be hindered?
Non-farm payrolls may pose challenges for the Federal Reserve in further rate cuts. The potential for Gold to rise has increased, but a Call breakout has not yet been confirmed; how tonight's non-farm payrolls can create enough impact on the dollar...
The first non-farm payroll night of the New Year is here! Goldman Sachs "checks the pulse": the "sweet spot" is between an increase of 0.1 million and 0.125 million.
Goldman Sachs stated that the market may not like surprises, and strong data could exert upward pressure on USA Treasury yields.
Bank of America: The S&P 500 Index may experience a decline in the first quarter, but may still record positive returns for the entire year.
On January 10, Gronhui reported that Bank of America analysts expect the S&P 500 Index to show less encouraging performance this year after achieving excellent returns for two consecutive years, although it may still record positive returns for the entire year. The index rose 23.3% last year, and the cumulative increase over the past two years is the best since 1997-1998, mainly benefiting from strong economic performance, slowing inflation, and the rise of AI. Led by Stephen Suttmeier, the Bank of America analysis team believes that the index's past outstanding performance is unlikely to continue, and this year lacks any particular stimulus factors, instead being filled with negative factors.