Recent analysis suggests the U.S. stock market is experiencing a healthy correction amid fluctuations.
The current upward trend began in late October 2023 and should be viewed as a strategic retreat before further advancement.
Among the recent U.S. economic indicators, November’s job openings and December’s ISM services index suggest substantial employment and significant inflationary pressures. These findings suggest the Federal Reserve may not need to rush into interest rate cuts.
Moon Nam Jung, an analyst at Daishin Securities, noted, “If you look at the details in the number of job openings in November, it indicates a cooling of the labor market due to a decrease in employment,” suggesting that there is no need to conclude in advance about this year’s Fed monetary policy.
Attention should shift to the 2025 CES rather than inflation and monetary policy. At this event, AI should demonstrate its potential to address real-world problems in novel ways, naturally expanding AI applications and highlighting the industry’s growth.
When the second Trump administration begins, it is expected to prioritize promoting the AI industry through deregulation and support measures, aiming to widen the gap in AI supremacy with China.
Trump appointed Krishnan, who has experience with Microsoft, Meta, Snap, and Yahoo, as the senior policy adviser for AI in the White House Office of Science and Technology Policy. OpenaAI CEO Sam Altman forecasted the development of artificial general intelligence (AGI) within Trump’s second administration; the AI revolution is expected to be the cornerstone of the U.S. stock market again this year.
Moon advises investors to capitalize on current market fluctuations by increasing their stakes in major U.S. tech stocks, collectively known as BATMMAAN (Broadcom, Apple, Tesla, Microsoft, Meta Platforms, Amazon, Alphabet, NVIDIA).
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