To The Moon

Global equity markets are in celebration mode recently. From $S&P 500(.SPX)$ to indices in Europe and Asia, fresh record highs are becoming headlines. But not everyone on is cheering. While some big banks are calling for more upside, others are warning of an imminent pullback. 🐂 The Bull: Citigroup Upgrades S&P 500 to 6600 Citigroup has turned more optimistic, lifting its year-end S&P 500 target from 6,300 to 6,600 — about 3.3% above Friday’s close. What’s fueling this confidence? Nearly 82% of S&P 500 companies beat Q2 expectations, with strong AI-related infrastructure spending driving tech profits. After a year of forecast downgrades, consensus earnings expectations are now turning higher. For Citigroup, the bull run still has legs, supported by resilient profits and improved policy outlook. 🐻 The Bears: Warning Signs Flashing UBS has taken an unusually firm bearish stance, warning on U.S. Equities and the economy. GDP growth could drop from 2.0% in Q2 to just 0.9% in Q4. Market concentration in mega-cap tech and high valuation makes the market vulnerable. UBS argues investors are underestimating the risk from higher U.S. tariffs. Stifel shares the caution, forecasting that the S&P 500 could fall up to 14% to 5,500 by year-end 2025. They see the risk of mild stagflation — slowing growth alongside stubborn inflation — and warn that Fed rate cuts may have little impact on already expensive equities. Deutsche Bank, Evercore ISI, and other strategists also flag the danger of a 10%+ pullback, citing tightening immigration policies, rising tariffs, and inflationary pressures. Questions for Discussion Are you riding the wave like the bulls, banking on strong earnings? Or are you preparing for the predicted pullback, trimming risk and locking in gains? Global markets are in record-breaking territory. Is your portfolio profiting from it? REWARDS All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment quality; lucky tiger can get 66 coins) Tag your friends to win another 5 Tiger Coins Event detail to click: Tuesday Award Dropped! You Deserve It — Earn Coins & Redeem Your Gift!