U.S. Economic Stock Market Outlook

Foreigners have pursued a strategy of attracting

Tmarket 2024. 11. 19. 09:40
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Foreigners have pursued a strategy of attracting sales by dropping stock prices since 2022, and in the process, they have raised U.S. stocks in the long-term ceiling, attracting emerging stock prices such as South Korea and China to adjust.

As a result, local investors, including pension funds, focused on selling local stocks by the general public and buying domestic and foreign bonds with steep purchasing power losses in highly valued U.S. stocks and inflation.

Looking at corporate valuations, it is clear that emerging countries such as Korea, China and Brazil, and U.S. technology stocks, which have risen over the past decade, are facing a long-term slump in stock prices, but by disturbing stock prices at an inflection point, major companies have led domestic investors to sell undervalued stocks in the bottom and buy highly valued U.S. stocks and bonds in the ceiling. Pension funds are no exception.

Now, through this shift in supply and demand, emerging economies and economic stocks will begin to rise in the 10-year trend. Just as Samsung Electronics hit the bottom of the main channel, most major companies, which have been falling, are in the same channel position as Samsung Electronics.

It seems that the four-year decline is finally coming to an end, with the peak of early 2021. An upward trend that continues over the next decade or so is being prepared.

In addition, public sentiment, which had been left out along with the decline in stock prices, is now expected to turn around. Stock prices, economy, and politics are all turning into an inflection point.

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