Institutional Viewpoint Summary: The possibility of legal challenges arising from Trump's election will increase the uncertainty of the dollar
1. Moody's: The biggest concern for investors is not global inflation, but the potential impact of U.S. protectionist policies.
2. Goldman Sachs: The probability of US stocks entering a bear market in the next year is low, and economic recovery will support an upward trend.
3. Goldman Sachs: We firmly believe that the Federal Reserve will cut interest rates twice this year, and four times in the first half of next year.
4. Citibank: It's attractive to bet on the Federal Reserve skipping a rate cut in December.
5. Nomura Securities: It's unlikely that U.S Treasury yields will unilaterally rise.
6. Sumitomo Mitsui Banking Corporation: If Trump wins, it is expected that yen will maintain its downward trend.
7. Berenberg Bank: Trump's election would have a negative impact on growth in mainland Europe.
8. Deutsche Bank: Trump’s victory increases growth risks for Eurozone.
9.Morgan Stanley : FOMO (Fear Of Missing Out) sentiment may push S&P 500 index up to 6100 points.
10.Westpac Banking Corporation : Legal challenges arising from Trump’s election could increase uncertainty around USD value.
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