Here is what can go to stocks after a brutal definition

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the stock market It has been severely hit by President Donald Trump’s war so far, but a Wall Street research company says that there are potential incentives on the horizon that can help transfer the situation to investors.

BCA Research said they saw a handful of “upscale scenarios” that could restart the assembly. Although the scenarios may all be long, they are all reasonable-and may lead to the main indexes dating back to the highlands at all, said Peter Peresin, the company’s chief international strategy in the company.

The invitation is a note coming from BCA, which called for a Rawd in 2025 He has the lowest Price goals for S& P 500 In Wall Street this year.

“We are still maintaining a declining point of view on stocks on the basis that the United States will likely enter this year,” Peresin said. “Everything that has been said, although we are very willing to arrows, we are open to anything that can challenge our thesis.”

Below are five things that the company believes may cause a shift in the market.

Trump used the stock market to measure the success of his presidency during his first term, although he is less focused on the market now. However, the president can be disciplined by the markets Commercial policy As the stock decrease it becomes very sharp so that it cannot be ignored.

This dynamic has not yet played. Peresin referred to the cases in which the Trump team informed that the president was no longer used stock market As a measure of his success.

Last week, Trump also admitted that the economy was going through.Transition“After his last tour of the definitions, which suggested to the markets that the president is fine with some fluctuations at the present time. Treasury Secretary Scott Besent reiterated the administration’s view that he would tolerate market fluctuations with following the goals of politics.

“Our strong doubts are that tolerance between the Americans for economic pain is very low, especially in the case where the pain appears to be infected in particular. This indicates that Trump will decline,” said Peresin.

The markets were concerned that bond investors can organize a large sale in a revolution Against Trump’s plan to extend it 2017 tax cuts. It would send a yield heading towards a level that can harm stocks.



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