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● Nasdaq Plunge Deepens

Global Economic Outlook and US Stock Market Trends – Global Economic Outlook, International Market, Stock Prices, US Economy, Economic Outlook

1. Market Opening and Initial Shock

NASDAQ opening price falls sharply.
Investors are startled by the sharp drop in stock prices.
It also fell sharply last Friday.
Anxiety prevails from the start of the market.

2. Trump’s Tariff Policy and Its Impact

The market is shaken by Trump’s tariffs.
The aim is to keep China in check.
The US trade deficit is highlighted.
Not only China, but also Asian countries, especially Korea, are highly dependent on exports, raising concerns about damage.

3. Rising US National Savings Rate and Economic Instability

Among US economic indicators, the rise in the savings rate is noticeable.
The rise in the savings rate relative to disposable income reflects anxiety in the event of a recession.
Decreased consumption and anxiety are spreading among US citizens.

4. Goldman Sachs Report and Stock Valuation Outlook

According to the Goldman Sachs report, stock prices are expected to have a limit of -5% in the next three months.
There is a possibility of some recovery within 12 months, but there is controversy over the overvaluation of the US stock market.
Even in the best-case scenario, it is difficult to recover the previous high.
In the event of a recession, stock prices, earnings, and valuations are all likely to fall.

5. Comparison of US and International Market Capitalization Changes and Corporate Performance

Since 2015, the market capitalization of international markets excluding the US has plummeted.
The US share is gradually increasing.
As discussions on premiums relative to corporate profits emerge, US stocks are differentiated from other countries.
A review of whether US stocks are overvalued is needed by comparing GDP, population, and corporate profits.

6. Dodge’s Cost Reduction Efforts and FSD Outlook

Cost reduction efforts are beginning on the Dodge side to improve the inefficiency of the US government.
The focus is on improving areas where digital transformation is lacking, such as social security and retirement procedures.
Attention is focused on the possibility of promoting FSD in connection with Elon Musk’s actions.
Cost reduction and improved efficiency may act as positive factors for the US economy.

7. Comprehensive Outlook and Investment Recommendations

Overall, there is a need for short-term adjustments in the US stock market.
It is necessary to check valuations rather than emotional trading.
Stable investment strategies should be sought amidst the possibility of stock price adjustments and economic recession.
It is recommended to carefully check the trends of the US economy and international markets and re-examine future prospects.

Recently, the US stock market has been unstable due to the sharp drop in NASDAQ opening prices.
Trump’s intention to keep China in check is revealed through tariffs.
The rise in the US national savings rate reflects the anxiety of a recession.
According to the Goldman Sachs report, the possibility of future stock price adjustments is presented.
Changes in market capitalization between the US and international markets, Dodge’s cost reduction efforts, and the promotion of FSD are expected to affect the overall US economy.

[Related Articles…]
Analysis of Trump's Tariff Impact
Prospects for Dodge's Cost Reduction Strategy

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