BlackRock sees 'exceptionalism' powering US stocks higher in 2025

Published On Dec 5, 2024, 6:01 AM

BlackRock's Investment Institute forecasts a continued growth trajectory for US stocks in 2025, emphasizing 'US exceptionalism'. This outlook stems from strong earnings growth in the US, with expectations that this growth will broaden beyond major technology firms. Economists across Wall Street share similar bullish sentiments, with projections indicating significant upside potential for the S&P 500. BlackRock is particularly positive on sectors such as Utilities due to increasing energy demands related to AI technology.

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Stock Forecasts

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Positive

BlackRock's positive outlook on US stocks suggests a favorable economic environment, likely driven by strong corporate earnings and overall market sentiment. The projections of significant growth in the S&P 500 add confidence to investing in US equities now.

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Positive

Investors may find opportunities in funds focusing on utilities given the expected demand growth due to AI, potentially leading to solid performance gains in this sector over the next year.

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