Banking Titan JPMorgan Chase is said to be of the opinion that new record highs are in sight for the S&P 500.
The company’s trade desk says that it is “time to be bullied again” after the de-escalation of the conflict between Israel and Iran, report CNBC.
The largest bank in America says that the fading of geopolitical risks enable investors to relocate their attention to Marktfundamentals.
“With Israel/Iran apparently harmless, the market resumes its mars to/through all time …
With this geopolitical risk behind us, the market focuses on the macro image, prepares for income and looks at the imminent deadline when the tariff moratorium expires. We shift our vision back to tactical bullish with the bullish hypothesis based on resilient mac regions, positive profit per share (profit per share) growth and defrosting of the trading war rhetoric. “
In the meantime, Morgan Stanley will keep a close eye on a group of shares that it thinks will make an epic comeback in the coming months.
In a new television interview from Bloomberg, Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon out That the beautiful 7 shares that dominate the CAP-Weighed S&P 500 will probably rise next year if they start seeing their investments in artificial intelligence.
“I hear all the time: our exceptional is over. That is the argument for outside the US. I understand that. But I think that here is really going on that the very large, the beautiful seven, they spend a lot of money on the roll -out of Capex (capital expenditure) and they tell us:” don’t worry, all of this will pay off the road. “
Well, I would not bet against these boys, but at the moment their return on invested capital has come down a bit. So I could see a scenario in which you come at the end of the year, the rest of the world did better than the S&P and the 493 did it better than the Cap-Wighted, and everyone said, “Oh, it’s all over, US exceptionalism is completely over.”
And guess? All these companies that start to use AI will use these services, and you will see the S&P Cap-weighted next year. “
De Mag 7 consists of Apple, Nvidia, Microsoft, Tesla, Alphabet, Amazon and Meta.
https://www.youtube.com/watch?v=HG5S9V7_Rou
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