Financial Association November 12 (Editor Huang Junzhi) The news of Trumps victory "Bringing" the US stock market, (JPMORGAN Chase & Amp; Co.) data shows that this is not over, the carnival of U.S. stocks will continue until the end of the year, and the rise will be stronger than the end of 2016 (Trump won the first US election for the first time).Essence
Morgan Chase US market intelligence director Andrew Tyler wrote in a report to customers on Monday: " My expected return in 2024 will be highIn 2016, a major advantage of the S & P 500 index was that economies outside the United States were weak, and the growth of the United Kingdom, the European Union, Canada and Mexico was lower than the level at the time.= "35OOU751"> He believes that the strong performance of "Seven Technology Giants" will continue to promote US stocks, and financial stocks will be the best performance in the Standard 500 Index before the end of the year.
Overnight S & P 500 Index closed for the first time to break through 6000 points, and last week, it also set the best weekly performance in the past 12 months. Investors believe that Trump’sPresidents term will be conducive to American companies.
Taylor reiterated his tactical bullish view and suggested that the "barbell strategy" was adopted by the end of 2024.He is cautious about the energy industry, because the performance report this quarter is disappointing.
Morgan Chases trading department is not a case. Many Wall Street professionals are optimistic about the US stock market before the end of the year. Some reasons are simple. The US election has eliminated uncertain obstacles. Now US stocks are entering the seasonal positive period.
Morgan Stanley strategist headed by Mike Wilson said on Monday that the stock market rise after the election last week is expected to continue, especially financial stocks, industrial stocks and communityPeriodic stocks.John Stoltzfus, chief investment strategist of Oppenheimer Asset Management, adjusted the S & P 500 Indexs year -end target to 6,200 Wall Street highs.
Evercore ISI analyst Julian Emanuel also said last week that the bull market in the US stock market has just begun.
However, the above report did not predict the situation in 2025 because the risk in 2025 is greater.Due to Trumps many policies, from comprehensively exporting illegal immigrants to hindering trade through protective tariffs, it has been considered to exacerbate inflation, thereby slowing the pace of the Federal Reserve to reduce interest rate cuts.
As the return rate of U.S. Treasury bonds has risen, they may limit the increase in the US stock market in the future, because the Standard 500 Index has risen by 50%in the past two years, and has made a breakthrough for the first time in history.6,000 points, the expected price -earnings ratio is 23 times, which is about 40%higher than the average level since 2000.
In the end, it is worth noting that Although Morgan Chases trading department shared its short -term bullish view, the banks stock research strategist represented the companys overall view.They are warning that nearly 5%of their yields will cause obstacles to risk assets next year.
