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Schroder Investment: Short-term severe sell-off of U.S. bonds, medium and long-term layout opportunities emerge.
Wu Meiyan, the Director of Fixed Income Investments at Schroders, stated that the sharp sell-off in the short-term US Treasury market, while reflecting market sentiment, often contains opportunities for long-term investors.
The brief "springtime" for the dollar cannot withstand the long "bearish path"! Hedge funds warn that tariff policies will trigger a wave of dollar selling.
The founder of Exante Data believes that the recent rebound of the dollar is just a fleeting moment, and the long-lasting "dollar bear market" has only just begun, mainly due to a series of chaotic tariff policies aimed at Global trade introduced by the Trump administration to reshape the USA economy and trade.
S&P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs
What is the market saying? While the Nasdaq is soaring, U.S. Treasury yields are approaching their highs, and the dollar is falling.
The analysis suggests that the rebound in the US stock market may only be a superficial celebration. The abnormal rise in US bond yields and the divergence from the dollar's trend point to structural fiscal issues in the USA, or imply a deeper risk of dollar collapse. With the USA government expected to issue over 2 trillion dollars in national debt, the lack of buyers may force the Federal Reserve to resume expanding its balance sheet.
Goldman Sachs: The S&P 500's short-term rally is expected to pause, with the potential to reach 6,500 points in the next year.
Goldman Sachs has adjusted its target level for the S&P 500, believing that the bullish trend will pause in the short term, with the latest three-month target level set at 5900 points.
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Trump, the "Master of Changing Faces", has investment banks "slapped in the face from both sides", and the report cannot be torn up in time.
After an important consensus was reached between China and the U.S. in the economic and trade field, JPMorgan's chief economist Feroli overnight "revised the report", raising the annual GDP growth forecast and lowering the probability of recession; Goldman Sachs' chief stock strategist David Kostin upgraded the S&P forecast value that was lowered last month; Wall Street veteran Ed Yardeni also raised the year-end target for the S&P from 6000 points to 6500 points.
Trump Unveils 'Historic And Transformative' $600 Billion Saudi Deal, Predicts Markets Will 'Go a Lot Higher'
S&P 500 Turns Positive On The Year, Flashes 'Quite Rare And Rather Bullish' Signal
U.S. stocks closed: The S&P recovered all losses for the year, and NVIDIA's surge led the return of the AI Concept.
① NVIDIA received a large order from Saudi Arabia, closing up 5.63%; ② UnitedHealth plummeted about 18%, dragging down the Dow; ③ Nasdaq Golden Dragon Index fell 0.07%; ④ General Motors partnered with LG New Energy to develop a new type of LMR square Battery.
S&P 500 Global Sectors Ranking: Semiconductors and related manufacturing equipment, as well as Autos and related Components, are on the rise.
Closing price Change from previous day S&P 500 5886.55 +0.72% ■Top increasing categories Semiconductors and related manufacturing equipment 5702.30 +4.70% Autos and related Components 178.64 +4.55% Broadcasting 1395.25 +1.57% Energy 655.11 +1.32% Bank 493.06 +1.28% ■Top decreasing categories Health Care devices and services 1867.74 -4.24
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