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

3 1 minute read

Clients at Charles Schwab Bullish on Stock Market for Next Quarter

According to the latest report from Charles Schwab, a brokerage giant, clients are optimistic about the stock market’s performance in the next three months. The firm’s Q3 2025 Trader Client Sentiment Report reveals that 57% of clients have a bullish outlook, while only 29% are bearish.

The survey also indicates that 53% of respondents plan to invest in individual stocks during this quarter, with 42% looking to add more funds to their portfolio. Only 19% are considering withdrawing money from their investment accounts.

When asked about their preferences, 62% of Charles Schwab traders expressed bullish sentiment towards artificial intelligence (AI) stocks, while 56% favored growth stocks and 55% saw potential in domestic stocks. Additionally, 55% of respondents were bullish on the equities market as a whole.

The survey results coincide with predictions from banking giant Goldman Sachs, which anticipates a potential investor stampede driven by fear of missing out (FOMO). Kunal Shah, co-CEO of Goldman Sachs International, highlighted that a Fed rate cut could devalue the US dollar and lead to rallies in European stocks, supported by a stronger euro.

4:50 “I think from here. One of the key drivers beyond the long-term capital allocation theme is really just relative monetary policy. We’re at the point now where the ECB (European Central Bank) may be done [cutting rates], at least for now. But there is pressure on the Fed to cut.

Now you need to figure out when they are getting a green light from a data perspective, but there is definitely room there for further easing in the front end of the US curve, and that can catalyze another move higher in the euro.

And when the euro is rallying, it is the ultimate FOMO trade that I think people now are going to have to re-risk into.”

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