According to the folks at banking giant BNP Paribas—yes, that’s French for “has more money than you”—there’s apparently a “perfect storm” brewing for US markets. And for once, it doesn’t involve a hurricane, a lawsuit, or a Kardashian. 📈💃
The bank’s super-secret investor indicator (used by people with fancier briefcases than you) has clawed its way just above “neutral.” Translation: hedge funds, volatility-targeting nerds, and commodity cowboys have stopped hiding under their desks, but aren’t exactly throwing confetti yet.
BNP, showing the optimism of someone betting on a really old racehorse, points out that institutions haven’t been this under-invested since 2023. Guess what happened then? The market went up faster than my grandmother’s blood pressure when she watches cable news.
The analysts are calling this an “unloved rally,” which is something I said about my last family reunion. 💔📊
Says Greg Boutle—BNP Paribas’ head of US equity and also possibly a Bond villain—
“The adding of risk would indeed be a positive driver… Investors being dragged back into an unloved rally, this could cause the market to overshoot on the upside.”
Translated: Investors are jumping back in faster than people running for free bagels. In fact, the strategists think we could see $20 billion (yes, with a ‘B’) come flying back into stocks next week. Why? Because apparently even professional investors get FOMO. 🚀💵
Says Boutle again,
“Just because you get a very negative headline, that’s not something that can’t be walked back.”
On Wall Street, this is called “Tuesday.”
But wait, there’s more! Fundstrat’s Tom Lee—he’s like the stock market’s hype man—recently told the Global Money Talk YouTube channel that he sees industrials, financials, and tech outshining all the other sectors. Basically, all the things your financial advisor told you to avoid in 2008 are suddenly cool again. 🎤📈
Industrials and financials are leading the conga line so far, and tech just put down its espresso and joined in. Fundstrat thinks these three will keep dancing well past New Year’s—so stay tuned for the encore.
And Lee predicts small and mid-caps are next up for a glow-up, especially once the Federal Reserve finally decides to cut rates. Because nothing says “party” like cutting rates and hoping for the best.
“With the Fed cutting rates next year, I think that’s going to be good for interest-sensitive [stocks]. So that should really support financials and it should support small and mid-caps.”
So, should you risk your life savings? That’s between you, your broker, and your therapist. But the experts say the rally isn’t getting any love—so it’ll probably last until everyone loves it, and then… well, you know what happens in Mel Brooks movies when everyone gets happy. 🎬📉
Read More
- DOT PREDICTION. DOT cryptocurrency
- DOGE PREDICTION. DOGE cryptocurrency
- Gold Rate Forecast
- OP Token Drama: Can the Price Escape the Clutches of the Bears?
- BONK PREDICTION. BONK cryptocurrency
- USD KRW PREDICTION
- Silver Rate Forecast
- EUR ILS PREDICTION
- USD DKK PREDICTION
- Brent Oil Forecast
2025-07-10 01:27