Charles Schwab’s Q3 2025 Trader Client Sentiment Report shows 57% of clients are bullish on the stock market, with AI, growth, and domestic stocks as top picks. Over half plan to invest in individual stocks, while only 19% intend to withdraw funds. Separately, Goldman Sachs highlights a potential FOMO-driven rally in European stocks if the Fed cuts rates, weakening the dollar and boosting the euro. Kunal Shah of Goldman Sachs International suggests this could catalyze further gains in European equities as investors re-risk portfolios.
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Kunal Shah, Goldman Sachs’ co-CEO and global co-head of FICC, warns that despite the strong US stock market rally supported by earnings and deregulation, technical indicators now appear less favorable. Shah notes that institutional clients have turned defensive after covering underweight positions, while retail investors bought the dip. He highlights ‘flashpoints of froth,’ including meme stocks like Kohl’s and Krispy Kreme rallying on social media hype despite weak fundamentals. While structural undercurrents remain positive, Shah advises a more defensive stance as systematic and corporate buying momentum wanes.
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