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.
The stock market dilemma during the Trump era: high valuations, how to break the deadlock in the next four years?
As President Trump is about to take office, the market faces unprecedented challenges: stock market valuations are high, and whether it can maintain historical average returns over the next four years has become a key issue.
Bank of America warns of "danger signals" for the US stock market: the momentum is too strong, valuations are too high, and a collapse is difficult to avoid!
BofA believes that the combination of Trump's 2.0 policies and the AI revolution has created a new phenomenon that has never been seen since the roaring 2020s. However, while this combination may promote prosperity, it will also amplify the "right tail risks" of 2025, possibly even more than many expect.
Chamath Palihapitiya Says S&P 500 Index ETFs Need To Be 'Fixed' Or They Will End In 'Disaster' — Here Is What The Billionaire Investor Said
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.