Wall Street analysts have identified the banking sector as crucial for investment by 2025, driven by a robust US economy and deregulation expectations.
US Stock Market Grows in Importance
Analysts prefer large US companies, expecting the S&P 500 to exceed a 25% return for the second consecutive year. Despite opportunities abroad, growth is expected in the US as leadership shifts from Big Tech to sectors like financials and utilities. US stocks now account for over half the global market's value, driven by superior earnings growth.
Economists Note Capital Influx
Experts from JPMorgan and Goldman Sachs predict that funded sectors will benefit from capital influx. Approximately $7 trillion parked in money markets is beginning to flow into the market. Leading bank executives share optimism, anticipating a strong sector growth in 2025.
Bitcoin Prospects Remain Controversial
Tom Lee from Fundstrat forecasts Bitcoin will hit $250,000 by the end of 2025. Meanwhile, Dennis Gartman is skeptical, likening Bitcoin's rise to historical speculative bubbles, opting for gold as a tried-and-true asset.
Wall Street sees the financial sector as a promising investment by 2025, though opinions on Bitcoin's future diverge.