TechFlow reported on December 27 that the market will face multiple risks and opportunities in January 2025 against the backdrop of Trump's inauguration and the release of non-farm data. Michael Rosen, chief investment officer of Angeles Investments, pointed out that November to January is usually a period of strong market performance. Historical data shows that the S&P 500 performed well in the last five trading days of December and early January, known as the "Santa Claus market." The upcoming employment data and corporate earnings reports will provide the market with a key perspective on economic health.
Helen Given, deputy director of trading at Monex USA, stressed that the inauguration of a new government is usually accompanied by a high degree of uncertainty, and the Trump administration's trade policy may have a significant impact on the global currency market, and the actual effect of the policy implementation remains to be observed. Given believes that investors need to pay attention to the actual implementation of the proposed policy, which may affect currencies such as the euro, Mexican peso and Canadian dollar.
Eaglebrook Advisors Research Director Damon Polistina mentioned that the pro-cryptocurrency Trump administration could bring positive catalysts to the crypto market, and the Federal Reserve's interest rate cut expectations may support risk assets such as cryptocurrencies, while any positive economic data will further drive market momentum.