Investors chase US stocks as valuation risks mount

New York Stock Exchange: American consumers are in bullish mood, with a record number expecting stocks to advance in 2025. Photograph: Gettyis up more than 50 per cent over the past two years, its best two-year run since 1997-98, before the eventual bursting of the dotcom bubble.

Irish economist Michael O’Sullivan, formerly of Credit Suisse, is concerned by “stratospheric” US valuations. He expects a “very meaningful rotation” from US stocks to cheaper markets, especially Europe, in 2025, with the election of Friedrich Merz as German chancellor in February a potential catalyst.

Bank of America’s most recent fund manager survey shows the attitude is one of “max Americana”, with a record-high allocation to US stocks and a record-low allocation to cash.

Nederland Laatste Nieuws, Nederland Headlines

Similar News:Je kunt ook nieuwsberichten lezen die vergelijkbaar zijn met deze die we uit andere nieuwsbronnen hebben verzameld.

European Stocks Rise as Investors Await Economic DataEuropean stocks opened the new year with gains, while Asian markets experienced declines led by China due to slowing economic data and concerns over US tariffs. Investors are now focusing on upcoming eurozone business activity data and risks like German elections and US trade policies.
Bron: IrishTimes - 🏆 3. / 98 Lees verder »

European Stocks Fall as Bond Yields Push Investors AwayEuropean stock markets closed lower on Monday, following Wall Street's trend, as investors shifted their funds away from equities due to persistently high government bond yields. Trading volumes were low ahead of the New Year holiday.
Bron: IrishTimes - 🏆 3. / 98 Lees verder »

FF and FG friction over business pledgesSeen & Heard: Primark spends the pennies, Investors brighten dental smiles, Trampoline men jump at new venture
Bron: IrishTimesBiz - 🏆 6. / 77 Lees verder »