Charles Schwab’s latest survey shows strong optimism among its clients for the stock market in the third quarter of 2025.
Bullish Sentiment Reigns
A whopping 57% of Schwab clients expect a bullish market this quarter, significantly outpacing the 29% who are bearish. The survey also reveals that most clients plan to actively invest: 53% intend to buy individual stocks, and 42% will add more money to their portfolios. Only a small percentage (19%) plan to withdraw funds.
Top Investment Picks
Within the bullish sentiment, three sectors stand out:
- Artificial Intelligence (AI):
A significant 62% of respondents are most bullish on AI stocks. - Growth Stocks: Growth stocks are also highly favored, with 56% of clients picking them as their top choice.
- Domestic Stocks: The majority (55%) see the greatest potential in domestic (U.S.) stocks.
Overall, 55% of Schwab clients are bullish on the broader equities market.
Goldman Sachs Predicts a Euro Rally
Adding to the positive outlook, Goldman Sachs predicts a potential market surge driven by fear of missing out (FOMO). According to Goldman Sachs co-CEO Kunal Shah, a Federal Reserve interest rate cut could weaken the US dollar, boosting the euro and European stocks. Shah sees this as a compelling investment opportunity, suggesting that the rising euro will create a “FOMO trade” prompting investors to jump back into the market.
Disclaimer: This information is for general knowledge and shouldn’t be considered investment advice. Always do your own research before making any investment decisions./p>