United States (economy) Loading... : Investor Sentiment and Bull/Bear Views
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18:51
Sep 16
Sep 16
Bullish U.S. economy, no recession ahead.
Moore is bullish on the U.S. economy and sees no recession. He says the economy is amazingly positive and that U.S. leadership in AI and other areas supports the outlook.
HIGH
16:32
Sep 16
Sep 16
Grain exporters gain from price rises
The United States, Canada, Australia, Brazil and Argentina can benefit when international cereal prices rise, provided their own harvests are not damaged. Exporting countries receive more dollars, improve their terms of trade and may see their currencies appreciate.
MED
22:22
Sep 11
Sep 11
U.S. tech supercycle drives productivity gains.
Solomon is very optimistic over the next 5 to 10 years, citing an enormous technology supercycle, U.S. technological innovation and preeminence, second-to-none capital markets, and a culture of risk-taking that should drive incredible productivity gains. He cautions the path will not be a straight line and will require guardrails, but he sees enormous opportunity.
HIGH
14:47
Sep 11
Sep 11
US economy strong; investment inflows accelerating.
Hassett argues the US economy is strong and improving: growth and wealth creation are robust, nearly $20 trillion of investment is stampeding into the US, third-quarter GDP could be 4-5%, the latest jobs number was 162,000, and real incomes are rising after inflation. He credits supply-side policies and says the economy is working better for ordinary people.
HIGH
22:45
Sep 09
Sep 09
Tariffs tax US businesses and families.
Tariffs are effectively taxes imposed on American businesses and families; the trade fight has become a circular firing squad whose casualties will be farmers, small businesses, and manufacturers, against an already stalling US economy.
HIGH
14:26
Sep 09
Sep 09
US economy strong, growth picking up
The US economy is resilient and in the 'half full camp': GDP growth is starting to tick up toward roughly 2.5% over the next four quarters, unemployment is steady in the low 4s, inflation is on a gradual declining trajectory, business conditions are excellent, and capital markets are wide open.
HIGH
15:59
Sep 08
Sep 08
U.S. economy remains resilient
The U.S. economy has been impressively strong despite oil shocks and geopolitical unrest: unemployment is not an issue, consumer confidence is good at the middle and high end, and although higher food and gas prices pressure low-end consumers, the average U.S. economy keeps powering through.
MED
12:00
Sep 08
Sep 08
America remains dominant despite collapsing postwar system
The postwar institutional order is in crisis, but American power itself is not; the United States remains the dynamic core of the open maritime-commercial system, is riding the information revolution, and is positioned to keep charging ahead over the medium-to-long term.
HIGH
14:09
Sep 02
Sep 02
America will lead the AI buildout.
Huang expects America to lead the AI industrial revolution by building the full stack, and notes Commerce Secretary Lutnick is supportive of building in the United States and proud of emerging US companies. This makes the US a favored geography for AI buildout.
MED
17:14
Aug 31
Aug 31
US economy booming; growth near 5%
The U.S. economy is booming and is the envy of the world, with current-quarter growth possibly near 5%; friendly tax, business, and regulatory policies plus manufacturing acceleration are lifting productivity, wages, and living standards, making U.S. growth trajectory broadly attractive.
HIGH
13:50
Aug 31
Aug 31
US regulatory reset drives investment growth
Bessent argues the United States is setting the pace on growth by slashing regulations, driving record business investment, and creating tax, energy, and regulatory certainty; he says the US has become the world's premier destination for capital and is shaping the next era of growth.
HIGH
13:27
Aug 31
Aug 31
U.S. economy booming; broad US outperformance.
The U.S. economy is booming and is the envy of the world based on current numbers and trajectory, supporting a broad bullish U.S. growth outlook.
MED
13:18
Aug 26
Aug 26
Trade war damages U.S., Canada economies
The U.S.-Canada trade war is very damaging for both sides and is bad for the U.S. economy, American workers, American consumers, and Canada; Reich calls the trade war completely irrational.
HIGH
14:00
Aug 22
Aug 22
AI creates dynamic economy, more jobs.
AI is making it easier to start businesses; weekly Census data show U.S. business formation at the highest level ever, which Slok says is creating a more dynamic economy. He argues AI is a 'miracle drug' likely to create both higher productivity and higher employment, making him very optimistic on AI's effects on the U.S. and global economy.
HIGH
20:39
Aug 19
Aug 19
US is the hottest investment destination
Trump says the US is the hottest country in the world, with trillions and trillions of dollars being invested in plants, factories and everything you can think of, and that the country is doing very well despite high interest rates.
MED
14:22
Jul 22
Jul 22
Bullish on US economy and markets.
The US economy and markets present significant upside. Consumer spending is growing, delinquencies are down, savings are up, and employment remains strong. Wages for Wells Fargo clients are rising faster than inflation, providing a powerful support for consumer performance. Scharf says he is 'big time bullish on the US' and plans to keep investing heavily in the country.
HIGH
20:00
Jul 14
Jul 14
US economy will outperform China's.
The US economy will vastly outperform China's over a 30-year horizon because China suffers from a severely unbalanced economy overly reliant on investment and exports, a demographic crisis from the one-child policy, and failed industrial policies like a hollow real-estate sector and an uncompetitive aircraft industry.
HIGH
18:20
Jul 14
Jul 14
US is AI winner, bullish
Business investment is accelerating rapidly, driven by immense demand for AI-related equipment, software, and data centers. High-tech spending surged nearly 25% in the first quarter. The United States is at the forefront of AI technologies, best positioned to be a big winner, with strong productivity gains likely to boost economic growth and strengthen the US economy.
MED
19:18
Jun 17
Jun 17
AI makes US a long-term winner
Artificial intelligence is the latest general-purpose technology and will provide a huge opportunity for the United States, making the country a winner and ultimately better off over the long term. This conviction is shared by many on the FOMC.
MED
18:16
Jun 17
Jun 17
US wins from AI
The United States is a winner from the AI revolution, which will boost productivity and make the economy better off in the long term.
MED
14:30
May 11
May 11
US outperforms Europe on AI openness.
Andreessen expects the US economy to continue outperforming because it allows AI and technological change to drive productivity, higher incomes, and job transformation. By contrast, he says Europe will try to prevent these changes and fall further behind economically, calling it a self-inflicted tragedy.
HIGH
12:23
Apr 17
Apr 17
US is relatively insulated from energy shock.
The United States is the most insulated from the global energy supply shock due to its high domestic crude, gas, and oil products production, though it is not completely immune to soaring jet fuel prices and market tightness.
MED
15:22
Apr 13
Apr 13
U.S. benefits from oil supply disruptions.
The United States is a net beneficiary of the Strait of Hormuz disruptions because it exports crude oil and LNG, allowing it to gain pricing power and replace lost supplies for Asian importers, benefiting from increased energy exports.
MED
17:10
Jan 28
Jan 28
Best time to invest in US equities.
Trump says there has never been a better time to invest in the United States, citing the S&P 500 hitting 7,000 for the first time, 52 all-time record highs since the election, $9 trillion in added market value, $18 trillion of investment pouring into the country, and an economic boom he expects to continue.
HIGH
17:31
Jan 26
Jan 26
Global capital favors U.S. assets.
Cross-region M&A rose 40% last year and geopolitical tensions have not prevented deals. The U.S. is the biggest target nation by a mile, roughly three times the next country, because global supply chains and tariffs create urgency for companies to have assets in the U.S. This supports very big interest in investing in the U.S.
HIGH
03:00
Jan 24
Jan 24
Continue investing in the U.S.
The U.S. remains Mubadala's largest market and a long-standing core allocation, especially in technology. 2025 was a good year, and Mubadala will continue investing in 2026 as business as usual, using its knowledge of the market and its partners.
HIGH
11:03
Jan 23
Jan 23
IMF upgraded US, Eurozone, China, India.
The IMF has upgraded its growth outlook for the United States, the Eurozone, China, and India, reflecting the resilience built into the global system despite disruptions. However, she warns growth is not strong enough and debt remains a heavy burden.
MED
16:26
Jan 22
Jan 22
U.S. remains core allocation.
EQT remains positive on the U.S.; while geopolitical uncertainty is driving investors to diversify, the U.S. offers economic growth and innovation and should remain an important part of any public or private market portfolio.
HIGH
16:26
Jan 22
Jan 22
U.S. allocations remain intact.
Large institutional partners remain steady in the U.S. and their U.S. allocations are intact because it is hard to find the same scale and size of deals elsewhere, despite geopolitical volatility.
MED
14:39
Jan 22
Jan 22
US remains great place to invest.
Fink says the U.S. economy is growing fast, estimated over 5% in the first quarter, though GDP is heavily oriented to AI and technology capex; the key issue is whether enough great jobs are being created. He still believes the United States is one of the great places to invest and will remain so, and he is relaxed about the modest diversification away from dollar assets.
HIGH
About United States (economy) Investor Commentary
Across the available history and selected sources, Buzzberg tracks United States (economy) across 11 sources: 41 bullish vs 0 bearish calls from 38 authors. Historical directional balance: 89% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 46 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish. Latest voices: Stephen Moore, Pablo Gil, David Solomon.