Wall Street research report: 'Trump trade' evolves in three stages, and the first wave of post-election market has come to an end.

Wolfe Research, a top Wall Street investment institution, released a research report this week analyzing that there are three different stages of Trump trading, the first of which has occurred after the election, suggesting that as the new US administration takes office, according to policy changes, market strategies also need to change. (Synopsis: Bloomberg analyst: Trump is expected to see Dogecoin ETF after taking office, DOGE a dollar is not a dream? (Background supplement: Peter Schiff scolded "BTC strategic reserve": Trump should create US dollars, the upper limit is 21 million, LOGO I designed) Since the victory of US Republican presidential candidate Trump in November, from stocks to cryptocurrency "Trump Trade" (Trump Trade) is quite hot, BTC is even more skyrocketing, but BTC broke through $108,000 on the 17th, there was a brief decline, down more than 10% in the last 7 days The Trump trading boom appears to have cooled somewhat. Wolfe Research, a top Wall Street investment institution, released a research report this week analyzing that the Trump deal in 2025 will have three different phases, and the report believes that with the new US administration taking office, according to policy changes, market strategies also need to change. Analysts expect investors to "price the Trump deal" in three phases, the first of which has occurred after the election, the second phase will unfold as the agenda is discussed and implemented, especially in the first 100 days of the new administration, and the third phase will judge the overall impact of the Trump agenda based on data, positive or negative for the economy. In the first half of 2025, Wolfe Research expects defensive growth technology stocks, including the Big Seven, to outperform as investors avoid the risks associated with tariffs, reconciliation bills and other policies, and post-election sector stocks such as financials, industrials and optional consumption are expected to benefit in the second half of the year, following policy clarity such as deregulation and trade. Wolfe Research believes that early uncertainty in policy will dampen investor enthusiasm for cyclical stocks in favor of long-term growth stocks, but the introduction of high-impact legislation in the United States under the new administration could be a catalyst for market rotation later this year. Optimistic about the U.S. stock market Wolfe Research is optimistic about the overall performance of the U.S. stock market in 2025, and expects U.S. GDP growth to be solid, financial conditions to remain accommodative, and consumer spending to remain resilient. Analysts expect the Fed to cut interest rates three times in 2025, inflation to approach 2%, and real GDP growth of 2.5% by the end of 2025, and earnings per share for S&P 500 companies are expected to reach $250 in 2025, $305 in 2026, and EPS at 22 times in 2026. Wolfe Research expects that the Big Seven such as Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, Tesla and others will re-lead the market and continue to perform well. Chris Senyek, chief investment strategist at Wolfe Research, said market concentration remains very high, with the top five S&P 500 companies accounting for 26 percent of the index, and the agency doesn't expect that dynamic to change unless it's after the next recession or the AI boom subsides significantly. Related reports Michael Saylor: Trump really wants to build BTC reserves! Has met with the new government team many times, the US government shutdown crisis is lifted! Biden signed the "temporary spending bill", Trump shouted that raising the debt ceiling was unsuccessful, and the ETH/BTC exchange rate rebounded by 7.7%! 10 Whales withdrew nearly 18,000 Ethereum, Trump family WLF to increase their position by another $2.5 million [Wall Street Research Report: "Trump Deal" evolves in three stages, and the first wave of the market after the election has come to an end] This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Block Chain News Media".