Conclusion drawn from the market: The US dollar weakens, while US stocks hit new highs. Will there be increased volatility in the international financial market in the second half of the year?

date
04/07/2025
The US dollar index fell below the 97 mark, with an overall decline of over 10% in the first half of the year. With expectations of interest rate cuts by the Federal Reserve, will this weakness in the US dollar continue? By the first half of 2025, the dust has settled in the global stock market, with most major stock indices rising. As we enter the second half of the year, the Nasdaq and S&P hit new historical highs again. Can the strength of the US stock market continue, and how will the global stock market play out? Which stock markets are most promising? Wang Hao, chief analyst at Guotai Junan Securities, predicts that the weak US dollar trend will continue in the short term, and an upward trend may be seen in the fourth quarter. Global stock markets still have support, and US stocks and Chinese assets are worth looking forward to.