Aberrations! In February, the U.S. was rarely a strong start, and hope for a reduction in the rate in March was dashed and the city was under pressure.
Investors are worried about the fact that investors are worried about other factors. As the performance of the most recent group of large technology companies has been announced, the build-up of artificial intelligence has been put to a real test; the feverous expectation that the Fed will begin to cut interest in March has subsided; and the US stock valuation remains high compared to historical levels, which reminds some market participants of the Internet bubble.
Some of the most optimistic people on Wall Street are increasingly worried that the enthusiasm for investment to push the US stock up to an all-time high is sending a reverse signal. Yardeni Research’s analysis shows that, during the week of January 30, a survey of communications authors conducted by Investors Intelligence showed that the ratio of multiple head to empty head had reached its highest level since mid-2021, and the stock market had reached its peak in the months that followed.
Nick Giacoumakis, President of NEIRG Health Management, said: “There is a crowd-based mentality in the stock market. It is not realistic for some traders to bet that the Fed will cut interest rates as early as March and six times at most this year. If you continue to buy a large science and technology stock at such a price, you're looking for trouble.” The data show that the US share opened in February, and the PHP 500 index hit the thirteenth weekly rise in the last 14 weeks, which has never been seen since 1986.
Last week, the strong performance of Meta (META.US) and Amazon (AMZN.US) pushed the stock market to strong, after the performance of Microsoft (MSFT.US), Alphabet (GOGL.US) and AMD (AMD.US) had lowered investors’ expectations of artificial intelligence. Jeffrey Hirsch, the editor of the Stock Dealer’s Yearbook, said that the United States share would often start at a high level in February, but that this momentum would normally fade around the middle of the month as investors reaped their profits.
For sensitive investors, the latest signal from the Fed is the source of anxiety. Federal Reserve Chairman Powell suggested last week that the Fed would not cut interest rates in March. This is a wake-up call for low-buying investors, especially given that the latest data from the Deutsche Bank show that the total stock warehouse of the rules fund and discretionary fund has been at the highest level of observation data since 2010.
This upward trend in the market after the Fund’s manager’s massive purchases of stocks between November and January last year raised questions: Who else is buying stocks? Nancy Tengler Investments, Chief Investment Officer of Laffer Tengler Investments, said: “I really hope that the stock market will be adjusted soon.” She plans to use any return to boost Palo Alto Networks (PANW.US), Microsoft and Amazon.
Nick Giacoumakis, for his part, states that he owns large science and technology units, which have contributed to most of the increase in the stock market over the past year, but that he does not choose to do so because of overvalued values. The data show that the US stock of the “Seven” – Apple (AAPL.US), Alphabet, Amazon, Meta, Microsoft, British Weeda (NVDA.US) and Tesla (TSLA.US) – has a forward-market surplus of 33% higher than the P500 index.
Jeffrey Hirsch pointed out that market sentiment could last weeks or months before the stock market fell significantly. He said that, in 2021, for example, in a survey of communications authors by Investors Intelligence, the ratio of viewing up to downs and downs hovered at the current level for most of the year, while the stock market continued to rise.
He said, "The market is not wide enough, and there are fewer stocks involved in the current round of rebound."
-
Previous
The U.S. stock price is so high that the AI bubble will burst and the U.S. economy will decline slightly.
As a co-founder and long-term strategist of the Fund’s management company GMO, Grantham advised investors to avoid US equities. He said: “They are almost as high as the rest of the world. He
-
Next
Powell reiterates that premature action is at risk when the Fed reduces interest rates after March.
In an interview last Thursday, Federal Reserve Chairman Powell said that the Fed might wait until March to lower interest rates. He reiterated that Federal Reserve officials would like to see more
Related articles
- Morgan Chase: Maintenance of the friendly “plus” rating is expected to revive the Unit
- The United States stock fell by 7.42 per cent last week and the Hong Kong stock fell by 6.65 per cent.
- The U.S. share of the night-to-night total of 178 China Generals increased their power supply by 2023, with a bonus and a bonus of over $100 billion in new Taiwan dollars.
- Puppe, Doo-Dou, once again, is warning Apple's head or subsequent weakness.
- I'm warning you that this year's growth will slow down.
- Tesla gave a neutral rating last week by 3.01% DaiwaCapital.
- Three major shares indicate that each Snap fell by more than 30%.
- At least eight new energy car brands have been promoted by Kryptsla, whose 185 Chinese share fell for less than 20 days the other night.
- Google dropped 6.44% last week on WolfeResearch.
- The Amazon saw a 0.47 per cent increase in the US stock last week, and Wedbush gave a win-win rating.