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.
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.
The "Seven Giants" are outdated!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.
The U.S. stock market bull market cannot be stopped? Societe Generale's big short is singing a different tune: the celebration is about to end, and it's time to exit.
Albert Edwards, a bear from Industrial Bank of France, warns that the end of the yield curve inversion and the huge expectations for the Technology Industry may signal the imminent end of the U.S. stock market frenzy.