Group 1 - The market environment is currently unfavorable for buying risk assets, especially with a high valuation in US stocks and a significant number of bullish investors compared to bearish ones [1] - Despite recent market volatility, Wall Street strategists believe the foundation for continued market growth remains solid, citing historical resilience of risk assets during geopolitical crises [1][2] - The S&P 500 index experienced a significant drop of 2.1%, marking its largest single-day decline in October, with the VIX index surpassing the 20 mark, indicating increased market volatility [3] Group 2 - Corporate earnings are expected to support bullish sentiment, with projections of approximately 9% growth in S&P 500 earnings for Q4 of the previous year and double-digit growth anticipated in 2026 [2] - Approximately 70% of S&P 500 constituents are trading above their 200-day moving average, and the Russell 2000 index has reached a historical high, indicating strong market performance [2] - 73% of companies reporting earnings in the first week of the earnings season exceeded analyst expectations, which is above the historical average of 68% [3] Group 3 - The potential for President Trump to backtrack on aggressive policies could lead to market stabilization, as seen in previous instances where threats of tariffs were retracted shortly after being announced [4] - Analysts maintain a bullish stance on the stock market while acknowledging the potential for increased volatility due to aggressive government policies [5] - Strong macroeconomic fundamentals, improving earnings growth, and a trend towards easing trade tensions are cited as reasons to remain optimistic about the market outlook [5]

格隆汇12月15日｜日本参院预算委员会15日就2025年度补充预算案进行总结质询。首相高市早苗就提高 个人所得税免税额表示：执政党的税制调查会现阶段就把起征点设为(年收入)168万日元达成了共识。 她就上调幅度及减税受益对象等透露说，已进入深化讨论阶段。她还重申想完善提高最低工资的环境。 在促进实际工资上涨方面，高市除了2025年度补充预算案外，还提及将编制2026年度预算案，"决心确 保尽可能多的民众能享受到超过物价涨幅的加薪"。 ...

美国白宫国家经济委员会主任哈塞特：实际工资已经上涨，这一趋势将会持续。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...