Group 1 - The market anticipates two interest rate cuts by the Federal Reserve next year, with the first expected in June [1][3] - The S&P 500 index reached a historical high, closing just 1% shy of the 7000-point mark, driven by strong investor sentiment [1][4] - The U.S. economy showed robust growth in Q3, with GDP increasing by 4.3% year-on-year, surpassing the expected 3.3% [2] Group 2 - The labor market remains stable, with initial jobless claims decreasing to 214,000, down from 224,000 the previous week [2][3] - Consumer confidence has declined for five consecutive months, with the current business conditions rating turning negative for the first time since September 2024 [2] - The holiday season is expected to bring a "Santa Claus rally," with historical data indicating an average increase of 1.3% in the S&P 500 during the last five trading days of the year and the first two of the next [4] Group 3 - The technology sector has shown weakness recently, with a cumulative decline of over 2% since early November, while other sectors like financials and healthcare have performed well [5] - The overall market sentiment remains optimistic, driven by strong economic fundamentals and expectations of monetary policy easing [5]
告别2025 标普能否跨越7000点里程碑
Sou Hu Cai Jing·2025-12-28 16:18