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Macro Outlook Next Week: Countdown to Final Review of Trump Tariffs
Summary: Looking back on the past week, the market focus has mainly been on the United States, with almost daily record highs in various indices, showing extreme enthusiasm. It is worth noting that asset management companies are increasingly bullish on US stocks, and market sentiment may be overly exuberant. This could lead to over-concentration of positions, ...
Looking back on the past week, the market focus has mainly been on the United States, with almost daily record highs in various indices, showing extreme enthusiasm. It is worth noting that asset management companies are increasingly bullish on US stocks, and market sentiment may be overly exuberant. This could lead to over-concentration of positions, and once negative news emerges, such as the final deadline for tariffs set by Trump on July 9, market volatility may intensify.
