Wall Street divides on investment timing
The news highlights a significant divide among global financial institutions regarding the optimal timing for investing in the U.S. markets. While the "UBS" group urges not to wait for the perfect moment and to start investing based on record-breaking stock returns, major banks warn of current risks due to high valuations and unprecedented price-to-earnings ratios, alongside hefty spending on artificial intelligence and expectations of continued monetary policy tightening by the Federal Reserve. Conversely, an optimistic team led by "J.P. Morgan" and "Deutsche Bank" believes that the current rise is supported by genuine profits and cash flows. Meanwhile, "Bank of America" considers that the AI boom might be the biggest bubble, posing a risk of strong stock corrections, emphasizing the importance of diversification over just holding liquid assets.
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