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JPMorgan survey: The market widely predicts that the USA will fall into stagflation, and the dollar continues to weaken.
The survey released by JPMorgan on Friday shows that the market generally believes that the risk of stagflation in the USA over the next year is much higher than the risk of recession, while the most Bullish asset class for 2025 is Cash; Most respondents believe that the trade war initiated by the Trump administration is the most negatively impactful policy on the USA.
U.S. stocks and the dollar have stopped falling and rebounded, yet Bank of America warns that investors should Sell at high points as the conditions for sustained growth are not present.
Bank of America strategists have stated that investors should consider selling on rallies in the US dollar and warned that the current conditions do not support a sustained increase.
Since early March, foreign investors led by Europe have sold $63 billion in U.S. stocks. Goldman Sachs: does not currently believe this is a panic sale.
Since the beginning of March, foreign investors have quietly withdrawn $63 billion from the USA stock market, with Goldman Sachs indicating that the largest sellers are from Europe.
Americans Are Downbeat on the Economy. They Keep Spending Anyway. -- WSJ
