Stifel sees a 12% drop for the S&P 500 in the second half of 2025
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最新报道：Stifel strategists predict the S&P 500 could drop 12% in the second half of 2025, citing potential economic slowdown and market overvaluation. The firm warns that current stock prices may not reflect underlying risks, including inflation concerns and tightening monetary policies. Analysts recommend investors adopt a more defensive portfolio strategy amid expected volatility. The forecast contrasts with some Wall Street peers who remain bullish on equities. Stifel's outlook suggests potential challenges for tech and growth stocks that have driven recent market gains.
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