Goldman Sachs "takes the pulse" of non-farm payrolls: The "sweet spot" is between an increase of 0.1 million to 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.
The biggest obstacle to the Federal Reserve's interest rate cuts in 2025: inflation and Trump.
The anti-inflation process has stagnated, and meanwhile, under Republican control, several Congressional agendas will further increase inflation.
Be careful of a significant pullback in the U.S. stock market! Goldman Sachs sounds the alarm for 2025: three major risks loom.
Goldman Sachs warned on Thursday that U.S. stocks will face a series of risks in 2025, which increase the likelihood of a significant market correction at some point this year; The three main risks are: a sharp rise in U.S. stocks in 2024, overly high U.S. stock valuations, and high or increased market concentration risk within the investment portfolio.
A report from Bank of America warns that the S&P 500 Index may show limited gains this year.
A team led by USA Bank Analyst Stephen Suttmeier published a report stating that the S&P 500 Index may become a victim of its own success this year, warning that the risk of a lackluster performance has increased. The index rose 23.3% last year, achieving the best two-year performance since 1997-1998, supported by a relatively healthy USA economy, easing inflation pressures, and sustained enthusiasm for AI. However, the report warns that the S&P 500 Index fell 2.5% in December last year, failing to see a seasonal increase, posing a "risk" for January, the first quarter, and the first half of this year.
Express News | U.S. Equity Index futures have widened their declines, with Nasdaq futures down over 0.7% and S&P 500 Index futures down nearly 0.6%.