News list for " Strategist"
Defense strategists say that in a worst-case scenario, at some point Ukraine's defenses will collapse and eventually have to accept an unfavorable, even brutal, peace. Click to view...
Strategists at Citigroup say the current 4.5 per cent rise in US stocks this year may already be the best short-term outcome because of the risks posed by Mr. Trump's policy proposals. The team, led by Scott Chronert, said investors were betting that Mr. Trump's "America First" policies would have a "pro-business" impact. "We...
LMAX Group market strategist Joel Kruger said that the current Ethereum price trend is showing signs that it may be ending the multi-year decline compared to Bitcoin. "There are indications that Ethereum may finally be bottoming out after a long-term downtrend against Bitcoin," Kruger said in a market note on Monday. "We believe it is important to keep a close eye on the current monthly highs for the ETH/BTC exchange rate, and a breakout above and above the current monthly highs will help boost ...
Goldman Sachs strategists believe the MSCI China index will reach 85 points in the next 12 months, up from the previous target of 75 points. Click to view...
On February 15th, according to Jin Ten, Bloomberg macro strategist Simon White wrote that gold and silver are flooding into US warehouses at a rate not seen since the epidemic. Years of hoarding by emerging market central banks may have caused a shortage of physical metals in Western countries. But another less likely theory is that the United States is preparing to revalue its gold reserves. The recent influx of gold and silver into New York commodities trading...
Aroop Chatterjee, a macro strategist at Wells Fargo, wrote in a research note on Wednesday that the rise in trade policy uncertainty looks set to continue, reducing risk appetite, increasing foreign exchange risk premiums and pushing up the dollar. Dollar gains are likely to be concentrated against emerging market currencies and cyclical G-10 currencies. If near-term growth risks prove to be more pronounced, currencies sensitive to falling U.S. Treasury yields could rise, with "the yen leading t...
"ETH appears to be trying to build some bullish momentum and could eventually rally above $3,000," said Joel Kruger, strategist at LMAX, in a note on Tuesday. "Sentiment towards the world's second-largest crypto asset is rising again as many medium- to long-term players step in to take advantage of the recent decline." In addition, cryptocurrency analysis firm 10x Research pointed out in a report that Ethereum's Relative Strength Index (RSI), a key technical indicator that measures momentum, fel...
On February 7th, Pepperstone strategist Michael Brown said in a report that from the perspective of Federal Reserve policy, it is difficult to imagine that the US jobs report will change the rules of the game. Federal Reserve Chairperson Jerome Powell pointed out that policymakers need to see real progress in inflation or some degree of weakness in the labor market before they can cut interest rates again. For the market, the jobs report could be a "good news is good news or vice versa. The mark...
The former chief strategist at JPMorgan Chase has maintained that the U.S. stock bull market is at great risk and believes that Trump may now be more tolerant of market declines. Click to view...
Karl Schamotta, chief market strategist at Corpay in Toronto, said: "We expect selling pressure to hit the Mexican peso and the Canadian dollar when Asian markets open on Monday, but it is difficult to assess how severe the decline will be and financial marekt could undergo a painful correction in the coming weeks as market participants start to take Trump's actions seriously."
Geoff Yu, EMEA market strategist at Bank of New York, said that the Federal Reserve's federal funds rate is expected to remain unchanged this week, and the market may pay more attention to the Federal Open Market Committee's initial impression of the Trump administration. He said that this will certainly be a central issue at the press conference of Federal Reserve Chairperson Jerome Powell. He said that Bank of New York believes that the macroeconomic outlook is little changed compared to Decem...
Michael Brown, senior research strategist at Pepperstone, said in a note that the dollar was weakening in European trading, but its good days were not over. "I remain a firm believer in the dollar bullish," he said. Talk of "American exceptionalism" remains strong. The low likelihood of the Federal Reserve cutting interest rates compared to other major central banks should also continue to support the dollar. The weak phase offers investors an opportunity to buy the dollar. (Jin Ten)
Michael Brown, senior research strategist at Pepperstone, said: "I think the non-farm payrolls report will only encourage the dollar to continue to rise, which has been the market's preference for some time, which certainly helps to reinforce the theme of" American exceptionalism "and should keep the Federal Reserve relatively hawkish compared to other G10 members." The biggest risk to the bullish dollar view is that market participants may seek profit-taking/deleveraged ahead of Trump's inaugur...
Citi strategists expect the MSCI World index to rise 10 per cent this year, with "more balanced" returns across regions. The team led by Beata Manthey expects the rally to be widespread only after Trump takes office later this month. Global corporate earnings per share are expected to grow by 10% in 2025; in the US, the gap between the "Big Seven" and other stocks is expected to narrow. Upgrade global healthcare stocks to overweight; put consumer discretionary, utility...
In an interview with Mark Penn, a political strategist and former Clinton administration adviser, Musk acknowledged that the proposed US Department of Government Effectiveness (DOGE) would struggle to meet its previously promised $2 trillion in federal spending cuts. This contrasts sharply with his declaration at a Trump campaign rally last October that it would "cut at least $2 trillion". Musk explained that setting a higher target is for...
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