Schroeder: The resilience of the USA economy is still present, but policy risks need to be monitored. There may be investment opportunities in small and medium-sized US stocks.
Schroder Investment stated that as Trump takes office again, the USA economy and policy direction have once again become the focus.
DWS: The likelihood of a continued strong rise in the U.S. stock market in 2025 is low, and Gold is expected to fluctuate within a narrow range.
DWS, a German Asset Management company, has released its market outlook for January 2025.
Interpretation of Trump's inauguration speech: return to normalcy, prioritizing domestic affairs.
Trump delivered his inaugural speech with the theme of "America First," emphasizing a return to common sense and calling for a return to simple, direct, and effective policy approaches. In particular, he proposed a series of executive orders that would be prioritized, involving borders, society, Energy, and industry, overall prioritizing domestic and economic issues over foreign issues.
"The stock god of Capitol Hill," Pelosi takes action again! Buy Amazon, Google, and these two companies have become new favorites.
The former Speaker of the House of Representatives, known as the 'Wall Street God of Capitol Hill,' made large trades on several Technology stocks. Analysis suggests that Pelosi's timing for these trades was quite accurate, significantly outperforming the Large Cap last year.
Experts warn: The conditions for a market crash in 2025 are already in place!
Darius Dale, founder and CEO of the investment research company 42 Macro, warned that some catalysts indicate a potential market crash in 2025. In a recent interview, Dale stated that this bearish outlook is influenced by liquidity and Refinancing dynamics, which could play a key role in the anticipated economic downturn.
Trump's "first-day executive order" focuses on the border and Energy.
Trump plans to end birthright citizenship, deploy troops to the southern border, and declare a national emergency, as well as terminate asylum applications by accelerating deportations and restarting the 'Remain in Mexico' policy. In terms of Energy, Trump plans to repeal climate regulations related to the production of electric Autos. Trump did not mention tariff policy, but plans to release a memorandum.