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#加密市场观察 《Bank of America Shocking Revelation: A Signal from the Federal Reserve Could Shatter Investors' Dreams of a Year-End Market Rebound!》 Bank of America strategists have new insights. The S&P 500 index is nearing its historical peak, and investors are eagerly anticipating the ideal scenario of 'Federal Reserve rate cuts, declining inflation, and steady economic growth' to materialize, believing that the stock market will rebound nicely by year-end. However, Michael Hartnett from Bank of America sees it differently. He stated that if the Federal Reserve speaks too cautiously during their meeting next week and does not have a positive outlook on the economic prospects, the year-end rebound in the stock market may be in jeopardy. Even more unexpectedly, if the Federal Reserve signals a dovish rate cut, which leans towards an accommodative monetary policy, it could actually dampen investors' optimistic sentiment. Why? Because this could indicate that the economic downturn is worse than everyone expects. Hartnett also directly mentioned that what could prevent the stock market from rising like Santa Claus delivering gifts at year-end is the long-term selling of U.S. Treasury bonds triggered by the Federal Reserve's dovish rate cuts. Currently, the S&P 500 index is just about 0.5% away from its peak in October, and based on seasonal patterns, a year-end stock market rebound seems quite possible. However, there are also troubles. Key employment and inflation data due for release in late December will be delayed because of the government shutdown, which means the market will have to face these two risk events. Hartnett's team also believes that the U.S. government may intervene to prevent inflation from remaining high and the unemployment rate from rising to 5%. They suggest that to cope with this situation, some reasonably priced mid-cap stocks could be allocated in 2026. If you currently feel helpless and confused in trading, and want to gain more knowledge and cutting-edge information, follow me to avoid getting lost during the bull-bear transition.
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