Charles Schwab Clients Betting Big on Three Asset Groups for Q3 As Goldman Sachs Unveils ‘Ultimate FOMO’ Trade

The Daily Hodl
2025.08.02 12:00
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Charles Schwab's Q3 2025 Trader Client Sentiment Report indicates that 57% of clients are bullish on the stock market, with 62% favoring AI stocks, 56% growth stocks, and 55% domestic stocks. Additionally, 53% plan to invest in individual stocks, while only 19% intend to withdraw funds. Concurrently, Goldman Sachs highlights a potential ‘FOMO’ trade, predicting that a Fed rate cut could devalue the US dollar and boost European stocks.

Clients at the brokerage giant Charles Schwab believe the next three months will be bullish for the stock market.

In the firm’s Q3 2025 Trader Client Sentiment Report, Charles Schwab reveals that 57% of its clients are bullish in the stock market for this quarter, with only 29% having a bearish bias.

The survey also shows that 53% of respondents plan to invest in individual stocks this quarter, as 42% say they intend to add more funds to their portfolio. Only 19% plan to take money out of their investment account.

As Charles Schwab traders express their market sentiment over the next few months, 62% say they are most bullish on artificial intelligence (AI) stocks, 56% say growth stocks are their top pick and 55% say they see the most upside potential in domestic stocks.

Meanwhile, 55% say they are bullish on the equities market in general.

Source: Charles Schwab

The survey results come as banking giant Goldman Sachs unveils a trade it says could spark an investor stampede driven by fear of missing out (FOMO). In a new podcast episode, Kunal Shah, the co-CEO of Goldman Sachs International, says that a Fed rate cut will negatively impact the value of the US dollar and trigger rallies in European stocks, fueled by cheap dollars and a rising euro.

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