星球日报
星球日报|12月 08, 2025 09:27
[JPMorgan: U.S. Stock Rally May Struggle to Sustain After Fed Rate Cuts] Odaily Planet Daily News - JPMorgan strategists stated that the recent stock market rally may stall after the anticipated Federal Reserve rate cuts, as investors take profits. In recent weeks, positive signals from policymakers have fueled bets, driving the stock market upward. A team led by Mislav Matejka wrote: 'Investors may be more inclined to lock in gains before year-end rather than further increase directional exposure. Rate cut expectations are already fully priced in, and the stock market has returned to its highs.' JPMorgan strategists remain bullish in the medium term, believing that the Fed's dovish stance will support the stock market. Meanwhile, low oil prices, slowing wage growth, and easing U.S. tariff pressures will allow the Fed to loosen monetary policy without exacerbating inflation. Other factors that may boost the stock market in 2026 include reduced trade uncertainty, increased fiscal spending in the Eurozone, and the rapid implementation of artificial intelligence technology in the U.S. (Jin10)
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