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US stock valuations have raised a red flag! Is a correction imminent?
Investment analyst Jesse Cohen believes that, except for banks and energy, all stocks and sectors are severely overvalued. Is a pullback imminent?
The second largest net inflow of capital since 2008! Investors go all in on US stocks
According to EPFR data, in the week up to last Wednesday, US stock etf and mutual funds attracted nearly 56 billion dollars in inflow, marking the second largest weekly inflow record since 2008. These funds have attracted inflow for seven consecutive months, marking the longest duration since 2021.
The competition for the position of Treasury Secretary in the usa is becoming increasingly fierce! Trump is considering more candidates.
According to media reports on Sunday, Donald Trump has added former Federal Reserve Board member Kevin Warsh and billionaire Mark Rowan to his list of Treasury Secretary candidates.
Key indicators of corporate profitability have fallen into negative territory. Is there a risk of a sudden halt to the surge in U.S. stocks?
Wall Street analysts are quickly lowering their expectations for next year's profit growth of USA companies, which could soon put the brakes on the stock market's strong rise.
From "Trump frenzy" to concern: The prospect of a "soft landing" for the US economy is being threatened!
① Nobel laureate in economics Joseph Stiglitz indicated that the usa is experiencing a soft landing, but Trump's policies may end this situation; ② Goldman Sachs chief economist Jan Hatzius pointed out that broad imposition of high tariffs could severely impact economic growth; ③ Chief global economist Jennifer McKeown from Capital Economics acknowledged the upward risks of inflation.
With Trump's inauguration approaching in January, Bank of America Merrill Lynch advises investors to adjust their portfolios: focus on US bonds, European and Chinese stock markets, and gold.
Bank of America advises investors to adjust their portfolios before Trump's inauguration in January, focusing on US Treasury bonds, China and Europe stock markets, and gold.