S&P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs
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.
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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