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

Purchasers on the brokerage large Charles Schwab consider the subsequent three months might be bullish for the inventory market.

Within the agency’s Q3 2025 Dealer Consumer Sentiment Report, Charles Schwab reveals that 57% of its purchasers are bullish within the inventory marketplace for this quarter, with solely 29% having a bearish bias.

The survey additionally exhibits that 53% of respondents plan to put money into particular person shares this quarter, as 42% say they intend so as to add extra funds to their portfolio. Solely 19% plan to take cash out of their funding account.

As Charles Schwab merchants categorical their market sentiment over the subsequent few months, 62% say they’re most bullish on synthetic intelligence (AI) shares, 56% say progress shares are their high choose and 55% say they see essentially the most upside potential in home shares.

In the meantime, 55% say they’re bullish on the equities market on the whole.

The survey outcomes come as banking large Goldman Sachs unveils a commerce it says may spark an investor stampede pushed by worry of lacking out (FOMO). In a brand new podcast episode, Kunal Shah, the co-CEO of Goldman Sachs Worldwide, says {that a} Fed fee reduce will negatively influence the worth of the US greenback and set off rallies in European shares, fueled by low-cost {dollars} and a rising euro.

4:50 “I feel from right here. One of many key drivers past the long-term capital allocation theme is de facto simply relative financial coverage. We’re on the level now the place the ECB (European Central Financial institution) could also be completed [cutting rates], at the very least for now. However there may be strain on the Fed to chop. 

Now it’s essential to determine when they’re getting a inexperienced gentle from a knowledge perspective, however there may be positively room there for additional easing within the entrance finish of the US curve, and that may catalyze one other transfer larger within the euro.

And when the euro is rallying, it’s the final FOMO commerce that I feel folks now are going to need to re-risk into.”

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